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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWMA
326
Pension & Wealth Management Advisors
Massachusetts
$765K +$766K +18,713 New
RRA
327
Round Rock Advisors
Connecticut
$764K -$2.86K -70 -0.4%
CFG
328
Cooper Financial Group
California
$743K +$743K +18,163 New
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$743K +$319K +7,789 +75%
TI
330
Tidal Investments
Wisconsin
$729K +$40.5K +990 +6%
NRC
331
New Republic Capital
North Carolina
$728K +$728K +17,797 New
CT
332
Coastline Trust
Rhode Island
$727K -$1.43M -35,005 -66%
AO
333
Advisor OS
Illinois
$714K -$2.17K -53 -0.3%
SFM
334
Signet Financial Management
New Jersey
$702K +$22.6K +552 +3%
ATPW
335
Ashton Thomas Private Wealth
Arizona
$701K +$56.8K +1,389 +9%
EWM
336
Endowment Wealth Management
Wisconsin
$697K +$151K +3,685 +28%
DC
337
Davenport & Co
Virginia
$686K +$145K +3,536 +27%
NCM
338
Northwest Capital Management
Oregon
$681K +$682K +16,666 New
LPIC
339
LeJeune Puetz Investment Counsel
Michigan
$677K -$368K -9,000 -35%
Bank of Montreal
340
Bank of Montreal
Ontario, Canada
$676K -$6.51M -159,151 -91%
HFS
341
Horizon Financial Services
North Carolina
$673K +$10K +245 +2%
SWA
342
Stratos Wealth Advisors
Ohio
$672K +$673K +16,442 New
QPWM
343
Quadrant Private Wealth Management
Pennsylvania
$670K +$670K +16,379 New
SA
344
Shilanski & Associates
Alaska
$668K +$668K +16,337 New
SIC
345
Sterling Investment Counsel
New York
$663K +$663K +16,216 New
SFO
346
Stokes Family Office
Louisiana
$655K +$142K +3,467 +28%
GSIAS
347
Garden State Investment Advisory Services
New Jersey
$645K +$645K +15,771 New
JWA
348
JFS Wealth Advisors
Pennsylvania
$640K -$144K -3,524 -18%
PIMG
349
Patriot Investment Management Group
Tennessee
$633K +$41 +1 +0%
SP
350
Successful Portfolios
Florida
$625K +$146K +3,578 +31%