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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
126
Corient Private Wealth
Florida
$933K +$20M +395,400 +1,782%
SFO
127
Stokes Family Office
Louisiana
$911K -$152 -3 -0%
PWMG
128
Private Wealth Management Group
New Jersey
$909K +$62.9K +1,243 +7%
FCM
129
Fortis Capital Management
Washington
$899K +$12.7K +251 +1%
GWMR
130
GC Wealth Management RIA
Massachusetts
$878K -$16.6K -329 -2%
GM
131
GeoWealth Management
Illinois
$878K -$16.6K -329 -2%
MIA
132
MMBG Investment Advisors
Florida
$862K
OWA
133
One Wealth Advisors
California
$803K -$7.74K -153 -1%
AWA
134
Arkadios Wealth Advisors
Georgia
$773K +$15.8K +312 +2%
SC
135
Summa Corp
Texas
$752K +$142K +2,800 +23%
IAS
136
Insigneo Advisory Services
Florida
$751K +$22.6K +447 +3%
4WM
137
4J Wealth Management
Virginia
$717K -$2.78K -55 -0.4%
KFG
138
Kelly Financial Group
Connecticut
$681K -$146K -2,894 -18%
CIBC World Market
139
CIBC World Market
Ontario, Canada
$675K +$23.9K +472 +4%
AA
140
Advisory Alpha
Michigan
$662K
Envestnet Portfolio Solutions
141
Envestnet Portfolio Solutions
Illinois
$658K -$25.4K -501 -4%
PA
142
Probity Advisors
Texas
$643K -$1.97K -39 -0.3%
PFS
143
Prospera Financial Services
Texas
$637K -$1.7M -33,562 -73%
AFG
144
Atomi Financial Group
New York
$628K -$207K -4,095 -25%
WFM
145
Wolff Financial Management
Michigan
$607K +$5.52K +109 +0.9%
P
146
Pitcairn
Pennsylvania
$594K
RWM
147
Rialto Wealth Management
New York
$590K -$607 -12 -0.1%
CPCP
148
Cedar Point Capital Partners
Iowa
$557K +$3.54K +70 +0.6%
SWM
149
Seed Wealth Management
Illinois
$513K -$99.4K -1,965 -16%
IAG
150
Investment Advisory Group
Massachusetts
$507K +$5.06K +100 +1%