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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SXL
26
Summit X LLC
Missouri
$2.46M +$463K +9,332 +23%
BMM
27
Buffington Mohr McNeal
Idaho
$2.28M +$718K +14,482 +46%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.65M +$23.5K +474 +1%
LI
29
LVZ Inc
Michigan
$1.4M +$774K +15,610 +125%
Wells Fargo
30
Wells Fargo
California
$1.38M +$451K +9,097 +49%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.3M -$844K -17,019 -39%
IP
32
Intellectus Partners
California
$1.29M -$2.45M -49,300 -65%
FIM
33
Freedom Investment Management
Connecticut
$1.23M -$607K -12,245 -33%
RIG
34
Roosevelt Investment Group
New York
$1.16M +$223K +4,500 +24%
JSA
35
Jacobson & Schmitt Advisors
Wisconsin
$1.1M +$383K +7,727 +54%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$1.09M -$29.3K -591 -3%
PVH
37
Psagot Value Holdings
Israel
$1.07M -$280K -5,636 -21%
SI
38
Scharf Investments
California
$1.01M +$38.7K +781 +4%
VF
39
Virtu Financial
New York
$824K +$824K +16,605 New
DIA
40
Dana Investment Advisors
Wisconsin
$818K +$27K +545 +3%
Goldman Sachs
41
Goldman Sachs
New York
$685K
APA
42
American Portfolios Advisors
New York
$680K -$34.3K -692 -5%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$677K
SFFS
44
Stonehage Fleming Financial Services
Jersey
$632K -$647K -13,043 -51%
JP Morgan Chase
45
JP Morgan Chase
New York
$626K +$626K +12,613 New
SHIM
46
Stone House Investment Management
Pennsylvania
$568K -$12.2K -246 -2%
CAM
47
Cidel Asset Management
Ontario, Canada
$546K
MML Investors Services
48
MML Investors Services
Massachusetts
$516K -$63.1K -1,272 -11%
ADL
49
Asset Dedication LLC
California
$514K +$9.82K +198 +2%
LTI
50
Laffer Tengler Investments
Tennessee
$493K -$14.3K -289 -3%