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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$472K
SCA
152
Snowden Capital Advisors
New York
$470K -$80.2K -1,656 -14%
GVAG
153
Great Valley Advisor Group
Delaware
$455K -$1.77M -36,499 -79%
BWM
154
Birchcreek Wealth Management
Ohio
$434K -$91.4K -1,887 -17%
IAG
155
Investment Advisory Group
Massachusetts
$429K
HKIMG
156
Hutchens & Kramer Investment Management Group
Indiana
$416K -$50.1K -1,034 -11%
FDCDDQ
157
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K
9WM
158
9258 Wealth Management
Ohio
$402K -$130K -2,677 -24%
Bank of Nova Scotia
159
Bank of Nova Scotia
Ontario, Canada
$398K
CPIA
160
Cornell Pochily Investment Advisors
New York
$398K +$1.6K +33 +0.4%
Bank of New York Mellon
161
Bank of New York Mellon
New York
$397K +$32.8K +678 +9%
CA
162
CoreCap Advisors
Michigan
$392K +$148K +3,056 +59%
APA
163
Astoria Portfolio Advisors
New York
$384K -$152K -3,136 -28%
BCA
164
Bay Colony Advisors
Massachusetts
$381K +$21.6K +446 +6%
CIP
165
Chartwell Investment Partners
Pennsylvania
$375K
WWMSC
166
Wagner Wealth Management (South Carolina)
South Carolina
$365K +$11.4K +235 +3%
ACM
167
Ayrshire Capital Management
Connecticut
$337K -$64.2K -1,326 -16%
AWA
168
Arkadios Wealth Advisors
Georgia
$329K -$1.44M -29,829 -81%
TIA
169
Traphagen Investment Advisors
New Jersey
$323K -$11.9K -245 -5%
LA
170
LexAurum Advisors
Kansas
$304K +$968 +20 +0.3%
TDWM
171
Topel & Distasi Wealth Management
California
$304K +$309K +6,375 New
WFG
172
Wills Financial Group
Virginia
$300K -$332K -6,864 -52%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$300K +$4.26K +88 +1%
SBIA
174
Sheaff Brock Investment Advisors
Indiana
$284K
LFAS
175
Level Four Advisory Services
Texas
$283K