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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
151
Hoxton Planning & Management
West Virginia
$340K +$341K +7,046 New
AIM
152
Alhambra Investment Management
Florida
$334K -$96.7K -2,000 -22%
LI
153
LVZ Inc
Michigan
$331K -$11.4K -235 -3%
WCG
154
Weaver Consulting Group
California
$330K -$8.03K -166 -2%
BCI
155
Brinker Capital Investments
Pennsylvania
$329K +$330K +6,827 New
OPS
156
Orion Portfolio Solutions
Nebraska
$329K +$330K +6,827 New
LFAS
157
Level Four Advisory Services
Texas
$325K -$4.84K -100 -1%
9WM
158
9258 Wealth Management
Ohio
$322K -$66.4K -1,373 -17%
IWC
159
Integrated Wealth Concepts
Massachusetts
$319K +$78.6K +1,626 +33%
FA
160
FC Advisory
Pennsylvania
$318K +$2.18K +45 +0.7%
FWIA
161
Fort Washington Investment Advisors
Ohio
$315K -$87K -1,800 -22%
APA
162
Astoria Portfolio Advisors
New York
$306K -$89.1K -1,843 -23%
EDRH
163
Edmond de Rothschild Holding
Switzerland
$301K
LA
164
LexAurum Advisors
Kansas
$298K -$17.8K -368 -6%
EWA
165
Evolution Wealth Advisors
Florida
$296K -$5.15M -106,505 -95%
GWM
166
GDS Wealth Management
Texas
$294K -$16.6K -343 -5%
RA
167
RFG Advisory
Alabama
$285K -$51.5K -1,066 -15%
Citigroup
168
Citigroup
New York
$284K +$173K +3,574 +154%
TDWM
169
Topel & Distasi Wealth Management
California
$282K +$4.01K +83 +1%
GWM
170
Gray Wealth Management
Maine
$268K +$919 +19 +0.3%
BHB
171
Bank Hapoalim BM
Israel
$262K
WWMSC
172
Wagner Wealth Management (South Carolina)
South Carolina
$257K -$77.9K -1,610 -23%
ATPW
173
Ashton Thomas Private Wealth
Arizona
$251K -$23.1K -478 -8%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$247K
HI
175
Harbour Investments
Wisconsin
$242K +$1.11K +23 +0.5%