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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
226
Outlook Wealth Advisors
Texas
$521K -$176K -4,178 -26%
MCIA
227
Mountain Capital Investment Advisors
Colorado
$513K +$503K +11,917 New
NYLIM
228
New York Life Investment Management
New York
$509K +$502K +11,879 New
TF
229
TimeScale Financial
Massachusetts
$506K
OFG
230
Omega Financial Group
California
$506K +$498K +11,790 New
WHG
231
Westwood Holdings Group
Texas
$502K -$1.87M -44,240 -79%
SP
232
Successful Portfolios
Florida
$501K +$125K +2,953 +34%
BPA
233
Beacon Pointe Advisors
California
$499K +$178K +4,218 +57%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$468K
NCM
235
Novare Capital Management
North Carolina
$468K +$14.8K +350 +3%
Fisher Asset Management
236
Fisher Asset Management
Washington
$457K -$4.73K -112 -1%
FIA
237
Foundations Investment Advisors
Arizona
$456K +$445K +10,541 New
AI
238
AdvisorShares Investments
Maryland
$443K +$162K +3,832 +59%
MA
239
Mutual Advisors
Nebraska
$443K +$175K +4,150 +67%
CWM
240
Cornerstone Wealth Management
Missouri
$442K +$194K +4,602 +81%
LF
241
Lee Financial
Texas
$437K +$42.4K +1,004 +11%
QFA
242
Quattro Financial Advisors
Texas
$433K -$371K -8,777 -47%
SWA
243
Stratos Wealth Advisors
Ohio
$430K +$256K +6,049 +152%
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$428K +$21.4K +507 +5%
LWPC
245
Legacy Wealth Partners (California)
California
$426K -$199K -4,703 -32%
SC
246
Scotia Capital
Ontario, Canada
$426K +$162K +3,825 +63%
1IA
247
1834 Investment Advisors
Wisconsin
$416K -$122K -2,892 -23%
FCA
248
FinTrust Capital Advisors
South Carolina
$410K -$13.1K -310 -3%
CFG
249
CKW Financial Group
Hawaii
$410K +$81.6K +1,932 +25%
RWM
250
Ritholtz Wealth Management
New York
$408K +$402K +9,523 New