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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Permanens Capital
New York
$36.3M +$2.62M +60,945 +8%
Raymond James Financial
27
Raymond James Financial
Florida
$36.1M -$13.1M -306,410 -27%
Betterment LLC
28
Betterment LLC
New York
$35.5M +$5.63M +131,195 +19%
UBS Group
29
UBS Group
Switzerland
$30.4M -$393K -9,153 -1%
SWM
30
SHP Wealth Management
Massachusetts
$26.8M +$26.8M +624,049 New
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$24.8M -$1.37M -32,000 -5%
PAS
32
Park Avenue Securities
New York
$23.4M -$346K -8,074 -1%
American Century Companies
33
American Century Companies
Missouri
$23.3M +$7.12M +165,900 +44%
BAAM
34
Baker Avenue Asset Management
California
$22.8M +$1.08M +25,051 +5%
FGAM
35
Financial Gravity Asset Management
Texas
$22.6M +$1.56M +36,272 +7%
Creative Planning
36
Creative Planning
Kansas
$22.4M -$569K -13,266 -2%
SC
37
Scotia Capital
Ontario, Canada
$22.4M +$4.58M +106,786 +26%
HighTower Advisors
38
HighTower Advisors
Illinois
$22.2M +$896K +20,884 +4%
HPA
39
High Probability Advisors
New York
$20.3M +$901K +21,006 +5%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$20M +$3.63M +84,500 +22%
Osaic Holdings
41
Osaic Holdings
Arizona
$19.8M -$32.4M -755,119 -62%
AI
42
Atria Investments
North Carolina
$19.7M +$829K +19,312 +4%
MML Investors Services
43
MML Investors Services
Massachusetts
$19.5M +$5.06M +117,964 +35%
AP
44
Atwood & Palmer
Missouri
$19.3M +$362K +8,425 +2%
MGIA
45
Matthew Goff Investment Advisor
Texas
$19.1M +$2.11M +49,059 +12%
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$17.8M +$6.9M +160,814 +63%
Ameriprise
47
Ameriprise
Minnesota
$17.5M -$1.03M -23,945 -6%
Stifel Financial
48
Stifel Financial
Missouri
$17.4M -$916K -21,346 -5%
HCM
49
Hilton Capital Management
New York
$16.8M +$443K +10,314 +3%
ACM
50
Advisors Capital Management
New Jersey
$16.1M +$1.17M +27,294 +8%