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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
426
FOCUS Wealth Advisors
Texas
$229K
BWS
427
Broadway Wealth Solutions
Texas
$227K +$229K +5,321 New
MA
428
MJP Associates
Connecticut
$222K
1WM
429
1900 Wealth Management
Texas
$221K -$19.6K -456 -8%
Lido Advisors
430
Lido Advisors
California
$219K +$221K +5,143 New
SF
431
Summit Financial
New Jersey
$208K +$210K +4,891 New
PGAM
432
Princeton Global Asset Management
New Jersey
$208K +$106K +2,455 +101%
NSIM
433
North Star Investment Management
Illinois
$207K
GVAG
434
Great Valley Advisor Group
Delaware
$205K +$207K +4,805 New
TA
435
TrueWealth Advisors
Alabama
$200K
CF
436
Conquis Financial
California
$200K +$201K +4,688 New
WI
437
Wintrust Investments
Illinois
$191K +$143K +3,329 +288%
FHA
438
First Horizon Advisors
Tennessee
$184K +$93K +2,163 +100%
GM
439
GeoWealth Management
Illinois
$145K -$6.63M -154,371 -98%
CIAS
440
Capital Investment Advisory Services
North Carolina
$138K -$4.04K -94 -3%
CA
441
CoreCap Advisors
Michigan
$123K -$1.87M -43,490 -94%
LWA
442
Lowe Wealth Advisors
Maryland
$117K -$19.5K -453 -14%
NCM
443
Northwest Capital Management
Oregon
$113K -$7.48K -174 -6%
Fidelity Investments
444
Fidelity Investments
Massachusetts
$111K -$21.3K -496 -16%
CT
445
Coastline Trust
Rhode Island
$109K
WT
446
Whittier Trust
California
$107K -$2.79K -65 -3%
AIP
447
Ameritas Investment Partners
Nebraska
$107K +$860 +20 +0.8%
EWA
448
EverSource Wealth Advisors
Alabama
$105K -$67.2K -1,564 -39%
BTI
449
Blue Trust Inc
Georgia
$104K -$692K -16,095 -87%
CTA
450
Colonial Trust Advisors
South Carolina
$99.1K -$6.45K -150 -6%