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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
176
Allworth Financial
California
$313K +$59K +1,163 +23%
DWA
177
Davis Wealth Advisors
New Hampshire
$310K +$3.1K +61 +1%
AWMA
178
Arbor Wealth Management (Arizona)
Arizona
$309K +$309K +6,097 New
Truist Financial
179
Truist Financial
North Carolina
$302K +$302K +5,953 New
CIA
180
Concurrent Investment Advisors
Florida
$298K -$12.2K -240 -4%
CTA
181
Chesley Taft & Associates
Illinois
$289K – – –
ASN
182
Advisory Services Network
Georgia
$288K +$254 +5 +0.1%
IFG
183
Independent Financial Group
California
$284K +$4.36K +86 +2%
KAS
184
Kestra Advisory Services
Texas
$277K -$2.64K -52 -0.9%
AA
185
Armis Advisers
Georgia
$269K -$174K -3,432 -39%
BCM
186
Boreal Capital Management
Florida
$257K – – –
SB
187
Semitam Bonam
New York
$251K -$32.1K -632 -11%
OIA
188
OneDigital Investment Advisors
Kansas
$249K +$249K +4,909 New
WCG
189
Weaver Consulting Group
California
$245K – – –
MIH
190
Meitav Investment House
Israel
$241K -$14.2K -280 -6%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$241K -$152 -3 -0.1%
SAM
192
Secure Asset Management
Michigan
$235K -$26.6K -524 -10%
AF
193
Advisornet Financial
Minnesota
$228K – – –
Focus Partners Wealth
194
Focus Partners Wealth
Massachusetts
$228K +$228K +4,488 New
KA
195
Kovack Advisors
Florida
$227K +$227K +4,469 New
NG
196
Novem Group
New York
$223K – – –
AIM
197
Alhambra Investment Management
Florida
$222K – – –
HL
198
HeadInvest LLC
Maine
$222K – – –
AWM
199
Avior Wealth Management
Nebraska
$213K – – –
LI
200
LVZ Inc
Michigan
$211K -$45.9K -905 -18%