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iShares 0-5 Year High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
601
Shepherd Financial Partners
Massachusetts
– -$206K -5,028 Closed
RF
602
RHS Financial
California
– -$205K -5,019 Closed
FIM
603
Freedom Investment Management
Connecticut
– -$204K -4,988 Closed
Jefferies Financial Group
604
Jefferies Financial Group
New York
– -$202K -4,950 Closed
LFA
605
LGT Financial Advisors
Texas
– -$185K -4,535 Closed
RFA
606
Resurgent Financial Advisors
Georgia
– -$149K -3,655 Closed
MCC
607
Money Concepts Capital
Florida
– -$106K -2,588 Closed
WOSD
608
WFA of San Diego
California
– -$90K -2,201 Closed
Rockefeller Capital Management
609
Rockefeller Capital Management
New York
– -$57K -1,405 Closed
WhitTier Trust Company
610
WhitTier Trust Company
Nevada
– -$56.5K -1,383 Closed
AWM
611
Accurate Wealth Management
Florida
– -$51.7K -1,238 Closed
LS
612
Leelyn Smith
Illinois
– -$49.1K -1,200 Closed
FA
613
Fortis Advisors
Pennsylvania
– -$38.1K -931 Closed
RIA
614
Realta Investment Advisors
Delaware
– -$19.6K -480 Closed
U.S. Capital Wealth Advisors
615
U.S. Capital Wealth Advisors
Texas
– -$17.2K -421 Closed
FIM
616
FWL Investment Management
Texas
– -$13.6K -332 Closed
MassMutual Private Wealth & Trust
617
MassMutual Private Wealth & Trust
Connecticut
– -$13K -320 Closed
RBC
618
Romano Brothers & Co
Illinois
– -$11.8K -288 Closed
MWC
619
MBM Wealth Consultants
Missouri
– -$7K -179 Closed
EE
620
EWG Elevate
California
– -$2.08K -51 Closed
CPFP
621
Clear Perspectives Financial Planning
Ohio
– -$1.39K -34 Closed
FWA
622
Freedom Wealth Alliance
Wisconsin
– -$1.23K -30 Closed
ZIG
623
Zullo Investment Group
Pennsylvania
– -$859 -21 Closed
Bogart Wealth LLC
624
Bogart Wealth LLC
Virginia
– -$572 -14 Closed
BCMIO
625
Beacon Capital Management Inc (Ohio)
Ohio
– -$511 -13 Closed