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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
AE Wealth Management
Kansas
$511K -$504K -11,737 -50%
PFA
352
Portland Financial Advisors
New York
$497K +$8.8K +205 +2%
IAS
353
Integrity Advisory Solutions
Texas
$489K +$18K +420 +4%
CFS
354
Commonwealth Financial Services
West Virginia
$484K -$1.63K -38 -0.3%
PFS
355
Prospera Financial Services
Texas
$475K -$1.26M -29,335 -73%
TFA
356
TPG Financial Advisors
Oregon
$475K +$47.6K +1,109 +11%
SA
357
Stewardship Advisors
Pennsylvania
$469K +$13K +302 +3%
Fisher Asset Management
358
Fisher Asset Management
Washington
$467K +$468K +10,897 New
TWM
359
Trevian Wealth Management
Massachusetts
$467K +$467K +10,885 New
PTC
360
Private Trust Company
Ohio
$464K +$2.92K +68 +0.6%
AWM
361
Axxcess Wealth Management
California
$464K +$194K +4,524 +72%
DWA
362
Delta Wealth Advisors
Indiana
$463K +$264K +6,162 +133%
GI
363
GLOBALT Investments
Georgia
$462K -$11.2K -262 -2%
Baird Financial Group
364
Baird Financial Group
Wisconsin
$455K -$677K -15,786 -60%
SCA
365
Snowden Capital Advisors
New York
$455K +$60.9K +1,420 +15%
CRC
366
Curi RMB Capital
Illinois
$449K -$74.5K -1,735 -14%
WAG
367
Wallace Advisory Group
California
$448K +$136K +3,176 +44%
BTWM
368
Baker Tilly Wealth Management
Wisconsin
$447K -$24.1K -562 -5%
CWM
369
Copia Wealth Management
Oregon
$447K -$10.9K -255 -2%
CW
370
Channel Wealth
California
$446K +$3.6K +84 +0.8%
LSA
371
Lansing Street Advisors
Pennsylvania
$440K +$113K +2,623 +34%
LWA
372
LifeGoal Wealth Advisors
New York
$438K -$640K -14,919 -54%
HWM
373
Howard Wealth Management
Connecticut
$436K +$76.3K +1,779 +21%
CPSAC
374
Chas P. Smith & Associates (CPS)
Florida
$430K +$14K +327 +3%
GVCM
375
Global View Capital Management
Wisconsin
$430K +$66.5K +1,550 +18%