We are live on ! Find out more
SLQD icon

iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
MMBG Investment Advisors
Florida
$835K
Envestnet Portfolio Solutions
127
Envestnet Portfolio Solutions
Illinois
$815K +$50K +1,019 +7%
WFM
128
Wolff Financial Management
Michigan
$760K +$981 +20 +0.1%
SWM
129
Seed Wealth Management
Illinois
$742K +$739K +15,060 New
BCI
130
Brinker Capital Investments
Pennsylvania
$735K -$2.38M -48,549 -76%
OPS
131
Orion Portfolio Solutions
Nebraska
$735K -$2.38M -48,549 -76%
FIA
132
Foundations Investment Advisors
Arizona
$674K -$30.3K -618 -4%
AWM
133
AE Wealth Management
Kansas
$669K +$667K +13,591 New
AWS
134
Atria Wealth Solutions
New York
$651K -$4.34M -88,528 -87%
AA
135
Advisory Alpha
Michigan
$642K -$21.1K -431 -3%
RCAG
136
Rehmann Capital Advisory Group
Michigan
$618K -$32.4K -660 -5%
MIH
137
Meitav Investment House
Israel
$610K -$14.2K -290 -2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$597K -$98 -2 -0%
SC
139
Summa Corp
Texas
$591K
HPM
140
Hoxton Planning & Management
West Virginia
$549K +$88.9K +1,812 +19%
AWMS
141
Advocacy Wealth Management Services
Georgia
$549K -$878K -17,900 -62%
PWMG
142
Private Wealth Management Group
New Jersey
$539K +$28.9K +589 +6%
TIM
143
Tortoise Investment Management
New York
$536K -$39.2K -800 -7%
JWM
144
JGP Wealth Management
Oregon
$529K +$527K +10,749 New
AWA
145
Arkadios Wealth Advisors
Georgia
$512K +$510K +10,401 New
BRWA
146
B. Riley Wealth Advisors
Florida
$491K -$123K -2,498 -20%
IWC
147
Integrated Wealth Concepts
Massachusetts
$491K +$59K +1,203 +14%
IAG
148
Investment Advisory Group
Massachusetts
$477K +$1.47K +30 +0.3%
PCIA
149
Prime Capital Investment Advisors
Kansas
$464K -$178K -3,627 -28%
CIA
150
Concurrent Investment Advisors
Florida
$438K +$31.5K +642 +8%