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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Portland Financial Advisors
New York
$497K +$8.8K +205 +2%
IAS
352
Integrity Advisory Solutions
Texas
$489K +$18K +420 +4%
CFS
353
Commonwealth Financial Services
West Virginia
$484K -$1.63K -38 -0.3%
PFS
354
Prospera Financial Services
Texas
$475K -$1.26M -29,335 -73%
TFA
355
TPG Financial Advisors
Oregon
$475K +$47.6K +1,109 +11%
SA
356
Stewardship Advisors
Pennsylvania
$469K +$13K +302 +3%
Fisher Asset Management
357
Fisher Asset Management
Washington
$467K +$468K +10,897 New
TWM
358
Trevian Wealth Management
Massachusetts
$467K +$467K +10,885 New
PTC
359
Private Trust Company
Ohio
$464K +$2.92K +68 +0.6%
AWM
360
Axxcess Wealth Management
California
$464K +$194K +4,524 +72%
DWA
361
Delta Wealth Advisors
Indiana
$463K +$264K +6,162 +133%
GI
362
GLOBALT Investments
Georgia
$462K -$11.2K -262 -2%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$455K -$677K -15,786 -60%
SCA
364
Snowden Capital Advisors
New York
$455K +$60.9K +1,420 +15%
CRC
365
Curi RMB Capital
Illinois
$449K -$74.5K -1,735 -14%
WAG
366
Wallace Advisory Group
California
$448K +$136K +3,176 +44%
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$447K -$24.1K -562 -5%
CWM
368
Copia Wealth Management
Oregon
$447K -$10.9K -255 -2%
CW
369
Channel Wealth
California
$446K +$3.6K +84 +0.8%
LSA
370
Lansing Street Advisors
Pennsylvania
$440K +$113K +2,623 +34%
LWA
371
LifeGoal Wealth Advisors
New York
$438K -$640K -14,919 -54%
HWM
372
Howard Wealth Management
Connecticut
$436K +$76.3K +1,779 +21%
CPSAC
373
Chas P. Smith & Associates (CPS)
Florida
$430K +$14K +327 +3%
GVCM
374
Global View Capital Management
Wisconsin
$430K +$66.5K +1,550 +18%
SC
375
SouthState Corp
Florida
$429K +$7.51K +175 +2%