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iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.5M +$3.9M +77,135 +8%
FTIOP
2
Fiduciary Trust International of Pennsylvania
Pennsylvania
$49.7M +$48.8M +964,553 +5,227%
MLIC
3
Mandatum Life Insurance Company
Finland
$38.2M +$4.11M +81,241 +12%
Bank of America
4
Bank of America
North Carolina
$27.3M +$2.35M +46,477 +9%
AssetMark Inc
5
AssetMark Inc
California
$18.8M +$4.13M +81,693 +28%
Ameriprise
6
Ameriprise
Minnesota
$16.2M +$2.35M +46,502 +17%
PAG
7
Private Advisor Group
New Jersey
$13.8M +$326K +6,443 +2%
MGIA
8
Matthew Goff Investment Advisor
Texas
$11.4M +$11.4M +225,807 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$11.3M +$482K +9,529 +4%
UBS Group
10
UBS Group
Switzerland
$10.2M +$7.45M +147,133 +273%
LI
11
LVZ Inc
Michigan
$9.78M +$490K +9,673 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.2M -$657K -12,976 -14%
RJA
13
Raymond James & Associates
Florida
$3.88M +$240K +4,738 +7%
IIA
14
IPG Investment Advisors
California
$2.81M +$2.81M +55,439 New
HighTower Advisors
15
HighTower Advisors
Illinois
$2.45M +$522K +10,322 +27%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$2.36M +$99.7K +1,970 +4%
PVH
17
Psagot Value Holdings
Israel
$1.88M -$45.3K -896 -2%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.64M +$196K +3,881 +14%
APSP
19
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.6M +$1.32M +26,149 +470%
LPL Financial
20
LPL Financial
California
$1.59M -$120K -2,366 -7%
SPC
21
Sigma Planning Corp
Michigan
$1.47M +$1.14M +22,542 +345%
BMM
22
Buffington Mohr McNeal
Idaho
$1.36M +$119K +2,348 +10%
Wells Fargo
23
Wells Fargo
California
$1.21M +$1.16M +22,848 +2,306%
SI
24
Scharf Investments
California
$1.15M -$57.1K -1,129 -5%
HFS
25
HL Financial Services
Kentucky
$1.14M +$199K +3,941 +21%
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