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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
326
Curi RMB Capital
Illinois
$526K +$15.3K +361 +3%
SG
327
StoneX Group
New York
$509K +$169K +4,002 +51%
GI
328
GLOBALT Investments
Georgia
$502K -$56.2K -1,329 -10%
HWM
329
HB Wealth Management
Georgia
$502K +$492K +11,626 New
CCAL
330
City Center Advisors LLC
Michigan
$501K -$85.3K -2,016 -15%
GRP
331
Global Retirement Partners
California
$489K +$479K +11,331 New
RWP
332
RWA Wealth Partners
Massachusetts
$488K -$6.87M -162,357 -93%
PFA
333
Portland Financial Advisors
New York
$488K +$16.1K +380 +3%
PIMG
334
Patriot Investment Management Group
Tennessee
$482K
GVIC
335
Global Value Investment Corporation
Wisconsin
$481K
FNWA
336
Financial Network Wealth Advisors
Utah
$477K -$3.6K -85 -0.8%
BW
337
Blalock Williams
Alabama
$476K -$31.5K -744 -6%
CW
338
Channel Wealth
California
$475K +$5.84K +138 +1%
PTC
339
Private Trust Company
Ohio
$466K +$28.9K +684 +7%
SOS
340
Silver Oak Securities
Tennessee
$466K -$13.7K -325 -3%
SIA
341
Summit Investment Advisors
Maryland
$464K +$8.12K +192 +2%
LWA
342
LifeGoal Wealth Advisors
New York
$462K +$453K +10,716 New
KPWG
343
KFA Private Wealth Group
Virginia
$461K +$7.23K +171 +2%
HI
344
Harbour Investments
Wisconsin
$458K +$20.4K +483 +5%
YCG
345
Yeomans Consulting Group
Georgia
$447K -$55K -1,299 -11%
TWCA
346
Two West Capital Advisors
Kansas
$445K -$25K -591 -5%
BWCS
347
Beirne Wealth Consulting Services
Connecticut
$441K +$72.1K +1,705 +20%
DADC
348
D.A. Davidson & Co
Montana
$441K -$13.2K -311 -3%
SA
349
Stewardship Advisors
Pennsylvania
$434K +$23.3K +551 +6%
GC
350
Grimes & Company
Massachusetts
$433K -$204M -4,811,024 -100%