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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
251
Patriot Investment Management Group
Tennessee
$663K
SWM
252
Spire Wealth Management
Virginia
$656K -$87.6K -1,978 -12%
FPAS
253
Focus Partners Advisor Solutions
Missouri
$655K -$64.8K -1,464 -9%
IIA
254
IPG Investment Advisors
California
$653K -$22K -496 -3%
CAG
255
Csenge Advisory Group
Florida
$644K -$79.9K -1,804 -11%
BOPW
256
Brandywine Oak Private Wealth
Pennsylvania
$643K -$22.1K -500 -3%
LFAS
257
Level Four Advisory Services
Texas
$643K +$62.7K +1,416 +11%
SP
258
Successful Portfolios
Florida
$640K -$267K -6,036 -29%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$632K +$432K +9,758 +211%
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$614K +$168K +3,792 +37%
BA
261
Bellwether Advisors
Nebraska
$612K
NSIM
262
North Star Investment Management
Illinois
$607K +$269K +6,070 +78%
FAIM
263
Financial Advocates Investment Management
Washington
$604K -$41K -925 -6%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$589K +$247K +5,567 +71%
PA
265
Procyon Advisors
Connecticut
$586K -$96.8K -2,185 -14%
SAM
266
Strategy Asset Managers
California
$585K +$589K +13,309 New
MIA
267
MMBG Investment Advisors
Florida
$579K -$590K -13,334 -50%
Bank Julius Baer & Co
268
Bank Julius Baer & Co
Switzerland
$577K -$20.7M -468,332 -97%
Fifth Third Bancorp
269
Fifth Third Bancorp
Ohio
$549K
RFN
270
Redwood Financial Network
Ohio
$540K +$544K +12,294 New
BAM
271
Belpointe Asset Management
Nevada
$531K +$20.7K +467 +4%
TSS
272
Two Sigma Securities
New York
$529K +$311K +7,026 +140%
ML
273
McAdam LLC
Pennsylvania
$516K +$9.74K +220 +2%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$514K -$150K -3,386 -22%
DI
275
Disciplined Investments
Oklahoma
$512K +$216K +4,871 +72%