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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
$116M +$6.02M +120,572 +5%
UBS Group
2
UBS Group
Switzerland
$54.4M -$6.34M -126,956 -10%
LWM
3
LJI Wealth Management
Indiana
$53.4M +$9.17M +183,733 +21%
Raymond James Financial
4
Raymond James Financial
Florida
$52.9M +$53.1M +1,064,274 New
FMII
5
Farmers & Merchants Investments Inc
Nebraska
$52.2M +$1.82M +36,406 +4%
LPL Financial
6
LPL Financial
California
$50.6M +$11.9M +238,812 +31%
WIA
7
World Investment Advisors
California
$41.6M +$1.63M +32,557 +4%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$41.6M +$9.67M +193,826 +30%
Ameriprise
9
Ameriprise
Minnesota
$40.2M -$51.2M -1,025,749 -56%
MCM
10
MAI Capital Management
Ohio
$39.9M +$40M +802,146 New
Bank of America
11
Bank of America
North Carolina
$35.9M +$204K +4,095 +0.6%
GSWM
12
Greenup Street Wealth Management
Michigan
$31.4M +$14.8M +297,120 +89%
CBT
13
Crews Bank & Trust
Florida
$31.4M +$31.5M +630,908 New
Allianz Asset Management
14
Allianz Asset Management
Germany
$26.6M +$1.37M +27,390 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26.4M +$2.73M +54,770 +12%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$25M -$193K -3,866 -0.8%
VAMG
17
Voisard Asset Management Group
Michigan
$22.7M +$22.1M +443,561 +3,606%
CFD
18
Creative Financial Designs
Indiana
$20.4M +$1.43M +28,743 +8%
WF
19
Williams Financial
Vermont
$19.7M +$593K +11,881 +3%
WWM
20
Wiser Wealth Management
Georgia
$18.5M +$751K +15,055 +4%
BI
21
Bramshill Investments
Florida
$17.9M +$1.82M +36,416 +11%
CNB
22
Camden National Bank
Maine
$14.2M +$610K +12,215 +4%
SSF
23
Southern Style Financial
California
$13.9M +$13.9M +279,382 New
Lido Advisors
24
Lido Advisors
California
$13.8M -$603K -12,085 -4%
GWMIA
25
Global Wealth Management Investment Advisory
Florida
$13M +$653K +13,079 +5%
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