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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
226
Benjamin F. Edwards & Company
Missouri
$20K
CWA
227
Clearview Wealth Advisors
Oregon
$20K
GEA
228
Glen Eagle Advisors
New Jersey
$14.3K
MIFH
229
Migdal Insurance & Financial Holdings
Israel
$10K
CIAS
230
Capital Investment Advisory Services
North Carolina
$9K
AssetMark Inc
231
AssetMark Inc
California
$6K -$2.88M -56,103 -100%
TRCT
232
Tower Research Capital (TRC)
New York
$5K +$4.97K +97 New
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.23K +102 New
FHA
234
First Horizon Advisors
Tennessee
$4K +$4.61K +90 New
William Blair & Company
235
William Blair & Company
Illinois
$3K
SFCL
236
Strengthening Families & Communities LLC
Massachusetts
$3K +$2.82K +55 New
TAM
237
Tucker Asset Management
Colorado
$2.66K +$1.08K +21 +68%
Bank of New York Mellon
238
Bank of New York Mellon
New York
-$1.37M -26,500 Closed
CCA
239
Catalyst Capital Advisors
New York
-$1.14M -22,000 Closed
Verition Fund Management
240
Verition Fund Management
Connecticut
-$820K -15,872 Closed
Citadel Advisors
241
Citadel Advisors
Florida
-$660K -12,780 Closed
Lido Advisors
242
Lido Advisors
California
-$426K -8,248 Closed
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
-$417K -8,117 Closed
MWM
244
Mattern Wealth Management
Kansas
-$233K -4,515 Closed
KCM
245
Karp Capital Management
California
-$220K -4,250 Closed
FCM
246
Firestone Capital Management
Florida
-$106K -2,040 Closed
IF
247
Ironwood Financial
Arizona
-$75K -1,460 Closed
JPLA
248
Joseph P. Lucia & Associates
New York
-$22K -425 Closed
NSB
249
Norway Savings Bank
Maine
-$16K -300 Closed
KIG
250
Kowal Investment Group
Wisconsin
-$5K -102 Closed