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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
126
Walkner Condon Financial Advisors
Wisconsin
$819K +$87.6K +1,809 +12%
SF
127
Summit Financial
New Jersey
$809K -$29.3K -606 -3%
RHBC
128
R.H. Bluestein & Co
Michigan
$806K -$174K -3,600 -17%
MIA
129
MMBG Investment Advisors
Florida
$804K
JP Morgan Chase
130
JP Morgan Chase
New York
$782K -$900K -18,588 -53%
BWA
131
BDO Wealth Advisors
Florida
$735K
WP
132
Wealthspan Partners
Iowa
$726K +$314K +6,496 +74%
HI
133
Harbour Investments
Wisconsin
$716K
BFA
134
Beacon Financial Advisory
Ohio
$677K +$72.8K +1,503 +12%
DI
135
Disciplined Investments
Oklahoma
$668K -$9.54K -197 -1%
PFO
136
Pathstone Family Office
New Jersey
$655K +$669K +13,827 New
CPSC
137
Carl P. Sherr & Co
Massachusetts
$629K -$29K -600 -4%
CAWM
138
Capital Advisors Wealth Management
Washington
$607K +$10.3K +212 +2%
SFS
139
Security Financial Services
Indiana
$598K +$12.5K +259 +2%
OCM
140
One Capital Management
California
$594K -$4.79K -99 -0.8%
AIM
141
Alhambra Investment Management
Florida
$554K -$79.9K -1,650 -12%
BCA
142
Bray Capital Advisors
Florida
$554K
TLFA
143
True Link Financial Advisors
California
$546K +$557K +11,515 New
WCG
144
Weaver Consulting Group
California
$500K -$15.5K -321 -3%
UCFA
145
United Capital Financial Advisors
Texas
$494K +$24.9K +515 +5%
SC
146
Sierra Capital
Florida
$489K -$1.97M -40,727 -80%
FWIA
147
Fort Washington Investment Advisors
Ohio
$480K -$90.8K -1,875 -16%
FA
148
FC Advisory
Pennsylvania
$474K -$161K -3,333 -25%
OPS
149
Orion Portfolio Solutions
Nebraska
$474K +$484K +9,991 New
EWM
150
Endowment Wealth Management
Wisconsin
$473K +$47.9K +989 +11%