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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
226
Atlantic Edge Private Wealth Management
Florida
$40.3K -$25.2K -500 -38%
FFA
227
Farther Finance Advisors
California
$30.3K +$6.5K +129 +27%
SAM
228
Smartleaf Asset Management
Massachusetts
$29.2K – – –
CFO
229
CVA Family Office
Colorado
$28.6K -$2.01K -40 -7%
HIA
230
Highland Investment Advisors
Florida
$25.3K +$25.3K +503 New
HDIM
231
Hanson & Doremus Investment Management
Vermont
$21K – – –
NS
232
NBC Securities
Alabama
$20K +$101 +2 +0.5%
LWM
233
Lodestone Wealth Management
Washington
$17.6K +$201 +4 +1%
TIM
234
Thompson Investment Management
Wisconsin
$17.6K -$252 -5 -1%
IAS
235
IMA Advisory Services
Colorado
$16.1K +$16.1K +320 New
HAP
236
Harbor Asset Planning
Massachusetts
$11.7K +$151 +3 +1%
LFG
237
Larson Financial Group
Missouri
$9.67K – – –
CIAS
238
Capital Investment Advisory Services
North Carolina
$8.81K – – –
MI
239
Markowski Investments
Florida
$8.8K +$8.81K +175 New
SPIA
240
Steward Partners Investment Advisory
New York
$8.21K – – –
MIM
241
MTM Investment Management
South Carolina
$7.05K -$7K -139 -50%
CSPIA
242
Cary Street Partners Investment Advisory
Virginia
$5.49K +$5.49K +109 New
ACA
243
Aptus Capital Advisors
Alabama
$5.14K – – –
GWM
244
Geneos Wealth Management
Colorado
$5.04K – – –
NEAM
245
New England Asset Management
Connecticut
$5.04K +$5.04K +100 New
CSC
246
Caldwell Sutter Capital
California
$3.78K – – –
SFCL
247
Strengthening Families & Communities LLC
Massachusetts
$3.24K – – –
EWM
248
EPG Wealth Management
Georgia
$1.86K – – –
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$655 +$50 +1 +8%
TWIM
250
TIAA Wealth Investment Management
New York
$592 -$302 -6 -35%
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