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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$559K -$1.03M -19,739 -65%
BFA
127
Beacon Financial Advisory
Ohio
$554K -$220K -4,240 -28%
RSWM
128
Robertson Stephens Wealth Management
California
$543K +$267K +5,130 +95%
CWMU
129
Caliber Wealth Management (Utah)
Utah
$542K
HSBC Holdings
130
HSBC Holdings
United Kingdom
$534K
KCM
131
Karp Capital Management
California
$524K +$154K +2,963 +41%
CCA
132
Childress Capital Advisors
Texas
$514K +$516K +9,936 New
BRWA
133
B. Riley Wealth Advisors
Florida
$483K +$197K +3,791 +69%
Lido Advisors
134
Lido Advisors
California
$467K -$29.9K -576 -6%
MAFM
135
Mid Atlantic Financial Management
Pennsylvania
$450K -$12.1K -232 -3%
CIP
136
Chartwell Investment Partners
Pennsylvania
$410K -$94.4K -1,816 -19%
SWMG
137
Strategic Wealth Management Group
Maryland
$387K +$388K +7,465 New
WANY
138
Wealthspire Advisors (New York)
New York
$387K +$388K +7,465 New
Deutsche Bank
139
Deutsche Bank
Germany
$363K -$124K -2,392 -25%
SIM
140
Stratos Investment Management
Ohio
$362K -$45.7K -880 -11%
CPIA
141
Cornell Pochily Investment Advisors
New York
$360K +$162K +3,126 +82%
BWM
142
Birchcreek Wealth Management
Ohio
$358K -$97.4K -1,875 -21%
LFF
143
Level Four Financial
Texas
$346K
RWA
144
Redhawk Wealth Advisors
Minnesota
$345K -$216K -4,150 -38%
TCWM
145
Total Clarity Wealth Management
Illinois
$345K +$23.4K +450 +7%
BAM
146
Belpointe Asset Management
Nevada
$338K -$83.3K -1,602 -20%
DI
147
Disciplined Investments
Oklahoma
$337K -$6.18K -119 -2%
Renaissance Technologies
148
Renaissance Technologies
New York
$329K -$3.16M -60,855 -91%
DP
149
Dearborn Partners
Illinois
$329K
SC
150
Sierra Capital
Florida
$323K +$324K +6,240 New