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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
226
Geneos Wealth Management
Colorado
$14.4K – – –
GEA
227
Glen Eagle Advisors
New Jersey
$13.4K – – –
Huntington National Bank
228
Huntington National Bank
Ohio
$9.62K – – –
CIAS
229
Capital Investment Advisory Services
North Carolina
$8.38K – – –
CAS
230
Coppell Advisory Solutions
Texas
$7.42K +$7.38K +155 New
CASC
231
Coppell Advisory Solutions Corp
Texas
$7.42K +$7.38K +155 New
Farther Finance Advisors
232
Farther Finance Advisors
California
$4.02K +$4K +84 New
CSC
233
Caldwell Sutter Capital
California
$3.59K +$3.57K +75 New
William Blair & Company
234
William Blair & Company
Illinois
$3.11K – – –
SFCL
235
Strengthening Families & Communities LLC
Massachusetts
$3K +$48 +1 +2%
KOMWMG
236
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3K +$2.95K +62 New
PTC
237
Private Trust Company
Ohio
$2K – – –
HCP
238
Hexagon Capital Partners
Arkansas
$1.1K -$12.3K -258 -92%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1K +$952 +20 New
Tower Research Capital (TRC)
240
Tower Research Capital (TRC)
New York
$1K +$1.43K +30 New
RCM
241
Raleigh Capital Management
North Carolina
$236 -$128K -2,684 -100%
Fidelity Investments
242
Fidelity Investments
Massachusetts
$96 -$40.7K -855 -100%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
– -$57.8M -1,218,512 Closed
First Trust Advisors
244
First Trust Advisors
Illinois
– -$46.7M -984,340 Closed
SEI Investments
245
SEI Investments
Pennsylvania
– -$21.4M -451,919 Closed
New York State Common Retirement Fund
246
New York State Common Retirement Fund
New York
– -$17.8M -375,837 Closed
Aberdeen Group
247
Aberdeen Group
United Kingdom
– -$14.7M -310,269 Closed
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
– -$14.7M -310,269 Closed
CFO
249
Collective Family Office
Pennsylvania
– -$2.59M -54,650 Closed
Davenport & Co
250
Davenport & Co
Virginia
– -$1.5M -31,640 Closed