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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
351
Ellevest Inc
New York
$10K +$3.51K +83 +56%
MPWT
352
MassMutual Private Wealth & Trust
Connecticut
$10K +$9.67K +229 New
KFS
353
Kelly Financial Services
Massachusetts
$8.75K +$8.62K +204 New
LS
354
Leelyn Smith
Illinois
$8K +$8.32K +197 New
OIA
355
Optimum Investment Advisors
Illinois
$7K +$84 +2 +1%
DOA
356
D'Orazio & Associates
Virginia
$6K – – –
MIFH
357
Migdal Insurance & Financial Holdings
Israel
$6K – – –
AWA
358
Arkadios Wealth Advisors
Georgia
$5.97K +$253 +6 +5%
GWMIA
359
Global Wealth Management Investment Advisory
Florida
$5K – – –
PWM
360
Provident Wealth Management
Tennessee
$4K -$530K -12,539 -99%
CAAS
361
Capital Asset Advisory Services
Michigan
$4K -$7.18K -170 -64%
AAM
362
Advisors Asset Management
Colorado
$3.65K -$14.9K -353 -81%
TFGT
363
TS Financial Group (TSFG)
Illinois
$3K – – –
VNA
364
Valley National Advisers
Pennsylvania
$3K – – –
AIC
365
Archer Investment Corporation
Indiana
$1.46K +$1.44K +34 New
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$1K -$49.5K -1,172 -98%
BWM
367
Baystate Wealth Management
Massachusetts
$1K +$591 +14 New
RFA
368
Reilly Financial Advisors
California
$1K +$634 +15 New
Bank of Nova Scotia
369
Bank of Nova Scotia
Ontario, Canada
– -$9.66M -236,286 Closed
RWP
370
RWA Wealth Partners
Massachusetts
– -$7.18M -175,661 Closed
WI
371
WrapManager Inc
California
– -$3.35M -82,041 Closed
MIAN
372
Mariner Independent Advisor Network
Kansas
– -$2.93M -73,368 Closed
6M
373
6 Meridian
Kansas
– -$2.88M -70,546 Closed
WI
374
Wintrust Investments
Illinois
– -$1.17M -28,632 Closed
SHWM
375
Smith & Howard Wealth Management
Georgia
– -$863K -21,105 Closed