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iShares AAA-A Rated Corporate Bond ETF
QLTA

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$243M +$250M +4,681,132 New
Charles Schwab
2
Charles Schwab
California
$56.6M +$1.7M +31,851 +3%
B
3
Bailard
California
$28.7M +$1.4M +26,349 +5%
Bank of America
4
Bank of America
North Carolina
$26.6M -$3.26M -61,178 -11%
Morgan Stanley
5
Morgan Stanley
New York
$24.7M -$7.31M -137,081 -22%
HighTower Advisors
6
HighTower Advisors
Illinois
$20.6M -$5.97M -111,995 -22%
Jane Street
7
Jane Street
New York
$16.4M +$6.89M +129,236 +69%
Citadel Advisors
8
Citadel Advisors
Florida
$14M +$3.1M +58,158 +27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$13.7M -$1.52M -28,515 -10%
LRWA
10
Long Run Wealth Advisors
New York
$13.7M -$3.05M -57,216 -18%
LPL Financial
11
LPL Financial
California
$13.2M -$20.4K -383 -0.2%
CWM
12
Curi Wealth Management
North Carolina
$12.9M +$1.04M +19,522 +9%
RJA
13
Raymond James & Associates
Florida
$12.5M +$824K +15,465 +7%
SIAM
14
Sterling Investment Advisors (Missouri)
Missouri
$12.2M -$3.89M -73,043 -24%
UBS Group
15
UBS Group
Switzerland
$12.2M -$3.16M -59,292 -20%
Creative Planning
16
Creative Planning
Kansas
$9.71M +$9.99M +187,345 New
WCWM
17
Wooster Corthell Wealth Management
Connecticut
$9.5M +$374K +7,018 +4%
TTWM
18
TCV Trust & Wealth Management
Virginia
$9.49M +$692K +12,982 +8%
AAS
19
Ameritas Advisory Services
Nebraska
$9.3M +$157K +2,948 +2%
PGA
20
Portland Global Advisors
Maine
$6.52M -$14.9K -280 -0.2%
VAS
21
Valicenti Advisory Services
New York
$5.84M -$1.77M -33,195 -23%
RWM
22
RKL Wealth Management
Pennsylvania
$4.78M +$448K +8,401 +10%
CI
23
Cambiar Investors
Colorado
$4.35M -$122K -2,298 -3%
Wells Fargo
24
Wells Fargo
California
$3.96M -$1.81M -33,870 -31%
KWA
25
KCS Wealth Advisory
California
$3.69M +$568K +10,662 +18%
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