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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
126
MMBG Investment Advisors
Florida
$858K
PWMG
127
Private Wealth Management Group
New Jersey
$842K +$32.9K +655 +4%
AFG
128
Atomi Financial Group
New York
$833K -$12K -239 -1%
KFG
129
Kelly Financial Group
Connecticut
$824K -$395K -7,873 -33%
OWA
130
One Wealth Advisors
California
$807K -$49.2K -980 -6%
AWA
131
Arkadios Wealth Advisors
Georgia
$754K +$143K +2,840 +24%
IWC
132
Integrated Wealth Concepts
Massachusetts
$742K +$69.3K +1,381 +10%
IAS
133
Insigneo Advisory Services
Florida
$725K +$18K +359 +3%
4WM
134
4J Wealth Management
Virginia
$716K -$12.9K -257 -2%
Envestnet Portfolio Solutions
135
Envestnet Portfolio Solutions
Illinois
$680K -$374K -7,456 -36%
AA
136
Advisory Alpha
Michigan
$660K
CIBC World Market
137
CIBC World Market
Ontario, Canada
$648K +$33.7K +671 +6%
PA
138
Probity Advisors
Texas
$642K -$53K -1,055 -8%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$615K +$610K +12,153 New
SWM
140
Seed Wealth Management
Illinois
$610K
FIM
141
Freedom Investment Management
Connecticut
$608K -$180K -3,582 -23%
SC
142
Summa Corp
Texas
$607K
WFM
143
Wolff Financial Management
Michigan
$598K +$5.27K +105 +0.9%
OC
144
Oppenheimer & Co
New York
$597K -$8.53K -170 -1%
P
145
Pitcairn
Pennsylvania
$591K
RWM
146
Rialto Wealth Management
New York
$588K
DI
147
Disciplined Investments
Oklahoma
$570K +$1K +20 +0.2%
CPCP
148
Cedar Point Capital Partners
Iowa
$550K -$598K -11,911 -52%
RA
149
RFG Advisory
Alabama
$532K +$527K +10,507 New
HPM
150
Hoxton Planning & Management
West Virginia
$520K -$21.9K -436 -4%