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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SteelPeak Wealth
California
$239K +$12.6K +294 +6%
MWM
452
Mosley Wealth Management
California
$239K +$238K +5,549 New
TCCM
453
Timber Creek Capital Management
Massachusetts
$238K -$12.7K -296 -5%
PCS
454
Private Client Services
Kentucky
$237K -$429 -10 -0.2%
Fifth Third Bancorp
455
Fifth Third Bancorp
Ohio
$237K -$90.3K -2,105 -28%
TWP
456
Tyche Wealth Partners
Texas
$237K – – –
PRP
457
Peak Retirement Planning
Ohio
$236K +$237K +5,517 New
FCH
458
Freestone Capital Holdings
Washington
$234K +$235K +5,469 New
FFA
459
First Foundation Advisors
California
$234K -$126K -2,946 -35%
AWM
460
Accurate Wealth Management
Florida
$231K +$15.1K +351 +7%
FWA
461
FOCUS Wealth Advisors
Texas
$230K – – –
BWS
462
Buck Wealth Strategies
Colorado
$228K -$29.9K -696 -12%
WI
463
WBI Investments
New Jersey
$227K +$227K +5,298 New
CIAS
464
Capital Investment Advisory Services
North Carolina
$226K -$86 -2 -0%
BAM
465
Beaumont Asset Management
Texas
$224K +$18.7K +436 +9%
CD
466
Chapin Davis
Maryland
$219K +$5.02K +117 +2%
RWP
467
RWA Wealth Partners
Massachusetts
$219K -$207K -4,820 -49%
WAP
468
Wealthcare Advisory Partners
Pennsylvania
$218K +$6.05K +141 +3%
HOWA
469
Hudson Oak Wealth Advisory
New Jersey
$215K +$215K +5,017 New
FWM
470
Forza Wealth Management
Florida
$213K – – –
PGAM
471
Princeton Global Asset Management
New Jersey
$213K +$1.93K +45 +0.9%
LA
472
Latitude Advisors
Florida
$209K -$129 -3 -0.1%
MWM
473
Mission Wealth Management
California
$208K -$205K -4,779 -50%
Thrivent Financial for Lutherans
474
Thrivent Financial for Lutherans
Minnesota
$208K +$208K +4,848 New
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$208K -$167K -3,885 -44%