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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
$144M -$23.3M -484,601 -14%
Mariner
2
Mariner
Kansas
$133M +$4.55M +94,567 +4%
AWMS
3
Advocacy Wealth Management Services
Georgia
$95.4M +$5.71M +118,607 +6%
Ameriprise
4
Ameriprise
Minnesota
$83.6M +$12.4M +257,963 +18%
Bank of America
5
Bank of America
North Carolina
$61.9M -$25.5M -529,725 -29%
UBS Group
6
UBS Group
Switzerland
$56.5M +$1.56M +32,310 +3%
FMII
7
Farmers & Merchants Investments Inc
Nebraska
$55.5M +$1.18M +24,557 +2%
Macquarie Group
8
Macquarie Group
Australia
$52.9M -$6.18M -128,332 -11%
LPL Financial
9
LPL Financial
California
$46.4M +$711K +14,763 +2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$40.3M +$7.99M +166,036 +25%
TF
11
TIAA FSB
Florida
$35.7M +$19.1M +396,763 +117%
WIA
12
World Investment Advisors
California
$34.1M +$2.02M +42,030 +6%
LWM
13
LJI Wealth Management
Indiana
$33.5M +$1.08M +22,461 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$31.9M +$4.57M +94,952 +17%
AWM
15
AE Wealth Management
Kansas
$22.8M -$6.86M -142,532 -23%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.1M -$877K -18,209 -4%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.5M +$1.25M +25,874 +7%
RWA
18
River Wealth Advisors
Pennsylvania
$18M +$935K +19,416 +6%
KLI
19
Kelman-Lazarov Inc
Tennessee
$16.6M +$260K +5,405 +2%
Jane Street
20
Jane Street
New York
$15.4M +$10M +208,236 +190%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$14.8M – – –
WWM
22
Wiser Wealth Management
Georgia
$13.5M +$13.4M +279,042 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.4M -$499K -10,360 -4%
CFD
24
Creative Financial Designs
Indiana
$12.6M -$1.6M -33,237 -11%
DAS
25
Dynamic Advisor Solutions
Arizona
$12.5M -$3.34M -69,476 -21%
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