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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
126
Divergent Wealth Advisors
Utah
$723K -$1.31M -27,101 -64%
UCFA
127
United Capital Financial Advisors
Texas
$701K +$7.93K +164 +1%
JP Morgan Chase
128
JP Morgan Chase
New York
$626K
NW
129
NewEdge Wealth
Pennsylvania
$608K +$610K +12,613 New
BWA
130
BDO Wealth Advisors
Florida
$594K -$7.25K -150 -1%
TIM
131
Tortoise Investment Management
New York
$576K -$37.4K -774 -6%
BRWA
132
B. Riley Wealth Advisors
Florida
$574K -$266K -5,511 -32%
BFA
133
Beacon Financial Advisory
Ohio
$564K +$145 +3 +0%
TLFA
134
True Link Financial Advisors
California
$555K
FIA
135
Foundations Investment Advisors
Arizona
$535K +$211K +4,368 +65%
RIA
136
Regal Investment Advisors
Michigan
$517K +$7.64K +158 +1%
WP
137
WealthSource Partners
California
$496K +$497K +10,286 New
PAG
138
Private Advisor Group
New Jersey
$491K -$426K -8,800 -46%
MCI
139
MRP Capital Investments
Georgia
$479K -$6.77K -140 -1%
CPSC
140
Carl P. Sherr & Co
Massachusetts
$467K -$36.2K -749 -7%
EH
141
Equitable Holdings
New York
$458K +$459K +9,491 New
IAG
142
Investment Advisory Group
Massachusetts
$446K
PWW
143
Pettyjohn Wood & White
Virginia
$421K -$239K -4,945 -36%
TIA
144
Traphagen Investment Advisors
New Jersey
$392K -$3.38K -70 -2%
BCA
145
Bay Colony Advisors
Massachusetts
$386K -$6.09K -126 -2%
BWM
146
Bulltick Wealth Management
Florida
$381K -$1.24M -25,617 -76%
CPIA
147
Cornell Pochily Investment Advisors
New York
$375K +$1.93K +40 +0.5%
WP
148
Wealthspan Partners
Iowa
$364K -$2.95K -61 -0.8%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$364K -$3.58K -74 -1%
DE
150
Day & Ennis
Georgia
$352K