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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Aries Wealth Management
Maine
$372K +$375K +8,465 New
OFG
302
Omega Financial Group
California
$372K +$375K +8,465 New
LF
303
Lee Financial
Texas
$365K -$32K -722 -8%
WHG
304
Westwood Holdings Group
Texas
$364K -$4.21K -95 -1%
ACA
305
Ackerman Capital Advisors
Texas
$364K +$40.1K +906 +12%
EFL
306
ERn Financial LLC
Wisconsin
$361K -$37.8K -854 -9%
EWM
307
Endowment Wealth Management
Wisconsin
$357K +$88.1K +1,989 +32%
FCA
308
FinTrust Capital Advisors
South Carolina
$347K
SIA
309
Strategic Investment Advisors
Michigan
$346K -$23.7K -535 -6%
KL
310
KilterHowling LLC
Colorado
$340K +$78.6K +1,775 +30%
CBFP
311
Cedar Brook Financial Partners
Ohio
$330K -$10.2K -230 -3%
SAM
312
SignalPoint Asset Management
Missouri
$330K -$6.29K -142 -2%
MIH
313
Meitav Investment House
Israel
$330K +$25.3K +572 +8%
RA
314
RFG Advisory
Alabama
$328K +$8.46K +191 +3%
MA
315
Mutual Advisors
Nebraska
$322K -$230K -5,189 -41%
TF
316
TimeScale Financial
Massachusetts
$322K
DIA
317
Davidson Investment Advisors
Montana
$310K -$2.97K -67 -0.9%
SAS
318
Stelac Advisory Services
New York
$308K -$24.2K -546 -7%
SF
319
Synovus Financial
Georgia
$306K +$80.1K +1,808 +35%
LC
320
Legacy CG
Texas
$306K +$308K +6,951 New
CSIA
321
Charles Schwab Investment Advisory
California
$305K +$33.6K +759 +12%
NL
322
NWAM LLC
Washington
$303K -$18.4K -415 -6%
GI
323
Gradient Investments
Minnesota
$302K -$40.7M -918,239 -99%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$298K +$221 +5 +0.1%
CB
325
Commerce Bank
Missouri
$291K