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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$35.6K -$3.71K -87 -9%
GSWM
502
Golden State Wealth Management
California
$35.5K +$10.2K +240 +40%
PP
503
Pacifica Partners
Canada
$33.8K
UB
504
UMB Bank
Missouri
$33.7K
MWM
505
Magnolia Wealth Management
Alabama
$33.4K +$33.7K +789 New
MEG
506
Millstone Evans Group
Colorado
$33.2K
HNB
507
Huntington National Bank
Ohio
$31.8K
WP
508
WealthShield Partners
North Carolina
$31.5K
GFA
509
Godfrey Financial Associates
New York
$29.6K
CWM
510
Consultiva Wealth Management
Puerto Rico
$27.5K
WFA
511
Wells Financial Advisors
Massachusetts
$26.9K -$64K -1,500 -70%
CFM
512
Cornerstone Financial Management
Massachusetts
$26.2K
IWS
513
Intentional Wealth Strategies
Colorado
$20.5K +$20.7K +485 New
FFA
514
Founders Financial Alliance
North Carolina
$20.5K +$4.48K +105 +28%
DAM
515
Delta Asset Management
Tennessee
$20.4K
WG
516
Wellington Group
Indiana
$20.2K +$20.4K +478 New
IRC
517
Investors Research Corp
Georgia
$19.3K
PFBT
518
Parkside Financial Bank & Trust
Missouri
$15.9K
EDRH
519
Edmond de Rothschild Holding
Switzerland
$15.4K
Citigroup
520
Citigroup
New York
$15.4K +$15.6K +365 New
KFG
521
Kingdom Financial Group
Arizona
$15.1K +$15.2K +356 New
LAS
522
Lloyd Advisory Services
Georgia
$15.1K +$15.2K +356 New
MWM
523
Mascoma Wealth Management
New Hampshire
$14.8K
MIM
524
Marshall Investment Management
Colorado
$13.2K +$13.4K +313 New
SA
525
Scarborough Advisors
Maryland
$11K +$128 +3 +1%