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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$759K -$333K -6,668 -31%
MIH
127
Meitav Investment House
Israel
$705K +$80.1K +1,605 +13%
DI
128
Disciplined Investments
Oklahoma
$681K -$186K -3,725 -22%
FIA
129
Foundations Investment Advisors
Arizona
$677K -$12.8K -257 -2%
AA
130
Advisory Alpha
Michigan
$658K
AFG
131
Atomi Financial Group
New York
$644K -$673K -13,481 -51%
AWA
132
Arkadios Wealth Advisors
Georgia
$642K +$117K +2,337 +22%
AWS
133
Atria Wealth Solutions
New York
$641K -$25.7K -516 -4%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$629K -$950K -19,035 -60%
JWM
135
JGP Wealth Management
Oregon
$623K +$79.7K +1,598 +15%
VAMG
136
Voisard Asset Management Group
Michigan
$620K +$614K +12,300 New
SC
137
Summa Corp
Texas
$605K
IWC
138
Integrated Wealth Concepts
Massachusetts
$598K +$94.4K +1,892 +19%
PWMG
139
Private Wealth Management Group
New Jersey
$593K +$40.8K +817 +7%
HPM
140
Hoxton Planning & Management
West Virginia
$551K -$11.1K -222 -2%
BHB
141
Bank Hapoalim BM
Israel
$504K
IAG
142
Investment Advisory Group
Massachusetts
$488K
BRWA
143
B. Riley Wealth Advisors
Florida
$480K -$22K -441 -4%
CIA
144
Concurrent Investment Advisors
Florida
$468K +$18.9K +378 +4%
TIM
145
Tortoise Investment Management
New York
$422K -$125K -2,500 -23%
BCM
146
Buckhead Capital Management
Georgia
$421K -$3.14K -63 -0.7%
TFA
147
TPG Financial Advisors
Oregon
$410K -$34.9K -699 -8%
Janney Montgomery Scott
148
Janney Montgomery Scott
Pennsylvania
$409K +$196K +3,934 +94%
GM
149
GeoWealth Management
Illinois
$407K +$44.4K +889 +12%
GWMR
150
GC Wealth Management RIA
Massachusetts
$407K +$44.4K +889 +12%