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
OWA
126
One Wealth Advisors
California
$851K +$846K +16,928 New
AFG
127
Atomi Financial Group
New York
$839K +$203K +4,065 +32%
Corient Private Wealth
128
Corient Private Wealth
Florida
$835K -$803K -16,060 -49%
MA
129
Mutual Advisors
Nebraska
$828K -$63.1K -1,263 -7%
PWMG
130
Private Wealth Management Group
New Jersey
$804K +$93.8K +1,877 +13%
GM
131
GeoWealth Management
Illinois
$801K +$394K +7,888 +98%
GWMR
132
GC Wealth Management RIA
Massachusetts
$801K +$394K +7,889 +98%
FIM
133
Freedom Investment Management
Connecticut
$784K -$46.4K -929 -6%
4WM
134
4J Wealth Management
Virginia
$725K -$250 -5 -0%
EH
135
Equitable Holdings
New York
$714K +$504K +10,085 +246%
IAS
136
Insigneo Advisory Services
Florida
$703K +$698K +13,978 New
PA
137
Probity Advisors
Texas
$691K -$549K -10,982 -44%
IWC
138
Integrated Wealth Concepts
Massachusetts
$668K +$127K +2,551 +24%
AA
139
Advisory Alpha
Michigan
$656K
MIH
140
Meitav Investment House
Israel
$627K -$62.1K -1,243 -9%
AssetMark Inc
141
AssetMark Inc
California
$617K -$1.36M -27,164 -69%
CIBC World Market
142
CIBC World Market
Ontario, Canada
$610K +$91.8K +1,838 +18%
AWA
143
Arkadios Wealth Advisors
Georgia
$606K -$10.6K -213 -2%
SWM
144
Seed Wealth Management
Illinois
$606K -$10.5K -210 -2%
SC
145
Summa Corp
Texas
$603K
OC
146
Oppenheimer & Co
New York
$602K -$116K -2,315 -16%
WFM
147
Wolff Financial Management
Michigan
$589K -$8.35K -167 -1%
P
148
Pitcairn
Pennsylvania
$587K +$584K +11,680 New
RWM
149
Rialto Wealth Management
New York
$584K -$5.45K -109 -0.9%
DI
150
Disciplined Investments
Oklahoma
$565K -$17.4K -349 -3%