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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$448K -$123K -2,916 -21%
NIC
277
Northwest Investment Counselors
Oregon
$436K +$973 +23 +0.2%
SIA
278
Strategic Investment Advisors
Michigan
$435K +$120K +2,843 +36%
SIM
279
Seaview Investment Managers
Florida
$427K +$53.2K +1,257 +14%
FAIM
280
Financial Advocates Investment Management
Washington
$420K -$145K -3,420 -25%
KSWA
281
Kathleen S. Wright Associates
Pennsylvania
$420K
MW
282
Marcum Wealth
Ohio
$415K +$203K +4,788 +88%
LTI
283
Laffer Tengler Investments
Tennessee
$407K +$425K +10,036 New
SFO
284
Stokes Family Office
Louisiana
$402K -$8.04K -190 -2%
LWA
285
Lineweaver Wealth Advisors
Ohio
$399K -$49.5K -1,170 -11%
SWA
286
Stratos Wealth Advisors
Ohio
$399K +$8.33K +197 +2%
DWM
287
Dakota Wealth Management
Florida
$390K -$30.7K -725 -7%
PWM
288
Penobscot Wealth Management
Maine
$382K +$16.8K +398 +4%
MFS
289
McNamara Financial Services
Massachusetts
$380K +$26.7K +632 +7%
SXL
290
Summit X LLC
Missouri
$379K -$6.47K -153 -2%
CW
291
CreativeOne Wealth
Kansas
$373K -$4.5M -106,391 -92%
DI
292
DFPG Investments
Utah
$372K +$8.54K +202 +2%
CFG
293
CKW Financial Group
Hawaii
$371K -$11.2K -264 -3%
SWM
294
Spire Wealth Management
Virginia
$366K -$250K -5,904 -40%
AAS
295
Avantax Advisory Services
Texas
$360K -$6.13K -145 -2%
USCWA
296
U.S. Capital Wealth Advisors
Texas
$359K +$374K +8,851 New
CPSC
297
Carl P. Sherr & Co
Massachusetts
$356K -$34.3K -810 -8%
CWA
298
Clearview Wealth Advisors
Oregon
$351K -$62.6K -1,479 -15%
FCA
299
FinTrust Capital Advisors
South Carolina
$351K +$22.7K +537 +7%
OFG
300
Omega Financial Group
California
$343K