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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
376
Westwood Holdings Group
Texas
$272K -$17.6K -426 -6%
DWM
377
Dakota Wealth Management
Florida
$264K +$16.7K +405 +7%
CCIA
378
Cherry Creek Investment Advisors
Colorado
$260K +$254K +6,162 New
GGS
379
Galvin Gaustad & Stein
Arizona
$254K -$424K -10,278 -63%
CAWM
380
Capital Advisors Wealth Management
Washington
$253K -$37.9K -920 -13%
MW
381
Marcum Wealth
Ohio
$253K +$247K +5,988 New
CFS
382
Commonwealth Financial Services
West Virginia
$248K -$29.6K -717 -11%
MIH
383
Meitav Investment House
Israel
$247K
RG
384
Retirement Group
California
$245K +$84.7K +2,053 +55%
D
385
Diversified
Delaware
$243K +$237K +5,758 New
MW
386
Maia Wealth
Colorado
$241K +$235K +5,710 New
PTC
387
Private Trust Company
Ohio
$241K +$88.8K +2,152 +61%
VCP
388
Verus Capital Partners
Arizona
$238K -$102K -2,478 -31%
MWM
389
Mascoma Wealth Management
New Hampshire
$237K -$43.1K -1,045 -16%
Koshinski Asset Management
390
Koshinski Asset Management
Illinois
$237K -$700K -16,962 -75%
EGA
391
Eagle Global Advisors
Texas
$236K -$21.9K -530 -9%
PI
392
PFG Investments
New York
$234K +$10K +243 +5%
Bank of Nova Scotia
393
Bank of Nova Scotia
Ontario, Canada
$231K -$627K -15,204 -74%
NCM
394
Northwest Capital Management
Oregon
$228K +$1.24K +30 +0.6%
FWA
395
FOCUS Wealth Advisors
Texas
$227K
NSIM
396
North Star Investment Management
Illinois
$215K
B
397
Bailard
California
$212K +$207K +5,026 New
Focus Partners Wealth
398
Focus Partners Wealth
Massachusetts
$211K +$206K +5,000 New
LAS
399
Lloyd Advisory Services
Georgia
$211K +$206K +4,988 New
NPT
400
National Philanthropic Trust
Pennsylvania
$203K +$198K +4,811 New