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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
101
Tortoise Investment Management
New York
$992K +$7.41K +143 +0.8%
CSPIA
102
Cary Street Partners Investment Advisory
Virginia
$968K +$118K +2,280 +14%
AIM
103
Alhambra Investment Management
Florida
$944K +$77.8K +1,500 +9%
CPSC
104
Carl P. Sherr & Co
Massachusetts
$922K
MIAN
105
Mariner Independent Advisor Network
Kansas
$921K
MIH
106
Meitav Investment House
Israel
$918K +$296K +5,701 +47%
BWA
107
BDO Wealth Advisors
Florida
$912K
BIA
108
Biondo Investment Advisors
Pennsylvania
$869K +$36.6K +705 +4%
RSWM
109
Robertson Stephens Wealth Management
California
$853K +$309K +5,954 +57%
IAN
110
Integrated Advisors Network
Texas
$843K +$38.6K +745 +5%
DFG
111
Demars Financial Group
Washington
$842K -$149K -2,877 -15%
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
$840K
SF
113
Summit Financial
New Jersey
$821K +$13.1K +252 +2%
LB
114
Leo Brokerage
Texas
$799K +$985 +19 +0.1%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$740K -$633K -12,215 -46%
Stifel Financial
116
Stifel Financial
Missouri
$729K +$6.48K +125 +0.9%
AC
117
Avestar Capital
New York
$725K -$93.2K -1,797 -11%
OPS
118
Orion Portfolio Solutions
Nebraska
$721K -$31.5K -608 -4%
SWP
119
Stratos Wealth Partners
Ohio
$713K +$31.8K +614 +5%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$712K +$23.1K +446 +3%
CPFP
121
Clear Perspectives Financial Planning
Ohio
$642K +$54.5K +1,051 +9%
HI
122
Harbour Investments
Wisconsin
$627K -$522K -10,072 -45%
UCFA
123
United Capital Financial Advisors
Texas
$609K -$22.8K -440 -4%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$605K -$2.59M -49,982 -81%
WFG
125
Wills Financial Group
Virginia
$580K -$11.7K -225 -2%