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iShares 0-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$109M -$25.8M -526,310 -19%
Ameriprise
2
Ameriprise
Minnesota
$85.1M +$1.74M +35,441 +2%
UBS Group
3
UBS Group
Switzerland
$58.8M -$2.81M -57,233 -5%
FMII
4
Farmers & Merchants Investments Inc
Nebraska
$49.3M -$538K -10,963 -1%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$46.2M +$2.3M +46,975 +5%
LWM
6
LJI Wealth Management
Indiana
$41.4M +$3.25M +66,315 +9%
Bank of America
7
Bank of America
North Carolina
$41.2M +$4.49M +91,590 +12%
WIA
8
World Investment Advisors
California
$38.9M +$16.3M +333,209 +73%
LPL Financial
9
LPL Financial
California
$38.5M -$625K -12,753 -2%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$36.5M
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$24.9M +$533K +10,871 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24.6M -$3.52M -71,686 -13%
Allianz Asset Management
13
Allianz Asset Management
Germany
$20M +$870K +17,730 +5%
WF
14
Williams Financial
Vermont
$18.5M -$21.3K -435 -0.1%
CFD
15
Creative Financial Designs
Indiana
$17.6M +$748K +15,241 +4%
WWM
16
Wiser Wealth Management
Georgia
$17.4M +$1.11M +22,718 +7%
RWA
17
River Wealth Advisors
Pennsylvania
$16.4M -$249K -5,086 -2%
GSWM
18
Greenup Street Wealth Management
Michigan
$15M -$339K -6,903 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.7M -$793K -16,170 -5%
BI
20
Bramshill Investments
Florida
$14.3M +$1.83M +37,235 +15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13.5M +$360K +7,343 +3%
FDP
22
Financiere des Professionnels
Quebec, Canada
$13.3M +$6.62M +135,000 +100%
CNB
23
Camden National Bank
Maine
$12.4M +$462K +9,415 +4%
GWMIA
24
Global Wealth Management Investment Advisory
Florida
$11.8M +$151K +3,081 +1%
PCIG
25
Partners Capital Investment Group
Massachusetts
$11.5M +$339K +6,920 +3%