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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$551K -$21.8K -432 -4%
RWM
152
Rialto Wealth Management
New York
$543K -$35K -694 -6%
IAG
153
Investment Advisory Group
Massachusetts
$538K
WFM
154
Wolff Financial Management
Michigan
$530K -$30.2K -600 -5%
CPBTD
155
Central Pacific Bank - Trust Division
Hawaii
$529K
B
156
Barings
North Carolina
$524K -$131K -2,611 -20%
BCM
157
Buckhead Capital Management
Georgia
$506K -$38.7K -768 -7%
AFP
158
Alpha Financial Partners
Kentucky
$500K +$5.44K +108 +1%
OWA
159
One Wealth Advisors
California
$457K +$127K +2,525 +39%
PWW
160
Pettyjohn Wood & White
Virginia
$443K
VA
161
Valmark Advisers
Ohio
$440K +$35.4K +702 +9%
MF
162
Montis Financial
Massachusetts
$428K -$160K -3,175 -27%
CIA
163
Concurrent Investment Advisors
Florida
$426K +$11.1K +220 +3%
DAS
164
Diversify Advisory Services
Utah
$402K +$404K +8,013 New
DWM
165
Diversify Wealth Management
Utah
$402K +$404K +8,013 New
TWM
166
TRB Wealth Management
Texas
$395K +$395K +7,840 New
AWM
167
Apollon Wealth Management
South Carolina
$392K +$34K +675 +9%
Rockefeller Capital Management
168
Rockefeller Capital Management
New York
$390K -$2.97K -59 -0.8%
ATPW
169
Ashton Thomas Private Wealth
Arizona
$378K +$32.3K +642 +9%
PA
170
PFG Advisors
Arizona
$367K -$7.9M -156,893 -96%
LFAS
171
Level Four Advisory Services
Texas
$352K
AF
172
Allworth Financial
California
$348K
MCM
173
MidAtlantic Capital Management
Virginia
$348K
SWM
174
Spire Wealth Management
Virginia
$343K
HPM
175
Hoxton Planning & Management
West Virginia
$339K +$11K +219 +3%