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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
226
Essex LLC
Illinois
$1.11M -$5.44M -132,070 -83%
MBT
227
Montecito Bank & Trust
California
$1.1M -$195K -4,722 -15%
LNC
228
Lincoln National Corp
Pennsylvania
$1.08M +$408K +9,898 +61%
GPA
229
Guidance Point Advisors
Massachusetts
$1.07M -$103K -2,488 -9%
HKIMG
230
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$1.06M +25,665 New
CWM
231
Cabot Wealth Management
Massachusetts
$1.04M +$35.3K +856 +4%
EWM
232
Endowment Wealth Management
Wisconsin
$1.03M +$76.4K +1,854 +8%
CA
233
Continuum Advisory
Idaho
$1M +$240K +5,827 +32%
4WM
234
4J Wealth Management
Virginia
$1M -$7.91K -192 -0.8%
JIP
235
Jaffetilchin Investment Partners
Florida
$986K +$30.2K +732 +3%
KWM
236
Kingsview Wealth Management
Oregon
$975K -$450K -10,931 -32%
BRWA
237
B. Riley Wealth Advisors
Florida
$967K -$23K -557 -2%
ATPW
238
Ashton Thomas Private Wealth
Arizona
$961K +$65.6K +1,592 +7%
SXL
239
Summit X LLC
Missouri
$954K +$226K +5,495 +31%
SS
240
Simplicity Solutions
Minnesota
$953K +$948K +22,995 New
SW
241
Simplicity Wealth
New Jersey
$953K +$948K +22,995 New
CIAS
242
CFS Investment Advisory Services
New Jersey
$940K -$58.6K -1,422 -6%
AWAU
243
Alliance Wealth Advisors (Utah)
Utah
$927K -$288 -7 -0%
ML
244
McAdam LLC
Pennsylvania
$926K -$1.92M -46,605 -68%
RJT
245
Raymond James Trust
Florida
$924K -$9.52K -231 -1%
PA
246
PFG Advisors
Arizona
$904K -$221K -5,359 -20%
AWM
247
Alterna Wealth Management
Texas
$886K -$145K -3,517 -14%
VAS
248
Vestmark Advisory Solutions
Massachusetts
$869K -$85.8K -2,083 -9%
GGS
249
Galvin Gaustad & Stein
Arizona
$865K -$63.9K -1,550 -7%
TI
250
Tidal Investments
Wisconsin
$835K