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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 -$1.38M -27,695 -1%
LPL Financial
2
LPL Financial
California
$57.5M +$6.29M +125,855 +12%
LWM
3
LJI Wealth Management
Indiana
$55.5M +$1.49M +29,791 +3%
Raymond James Financial
4
Raymond James Financial
Florida
$55.4M +$1.92M +38,398 +4%
UBS Group
5
UBS Group
Switzerland
$54.4M -$539K -10,782 -1%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51.8M -$894K -17,890 -2%
BI
7
Bramshill Investments
Florida
$46.6M +$28.3M +566,918 +157%
WIA
8
World Investment Advisors
California
$43.7M +$1.64M +32,907 +4%
Ameriprise
9
Ameriprise
Minnesota
$43.1M +$2.42M +48,416 +6%
MCM
10
MAI Capital Management
Ohio
$42.9M +$2.6M +51,948 +6%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42M – – –
GSWM
12
Greenup Street Wealth Management
Michigan
$38.2M +$6.4M +128,062 +20%
Bank of America
13
Bank of America
North Carolina
$34.7M -$1.56M -31,242 -4%
VAMG
14
Voisard Asset Management Group
Michigan
$33.8M +$10.8M +215,690 +47%
CBT
15
Crews Bank & Trust
Florida
$32M +$303K +6,065 +1%
Allianz Asset Management
16
Allianz Asset Management
Germany
$29.9M +$3.03M +60,544 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.5M +$846K +16,933 +3%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$25.4M +$132K +2,640 +0.5%
CFD
19
Creative Financial Designs
Indiana
$21.3M +$697K +13,947 +3%
WWM
20
Wiser Wealth Management
Georgia
$19.6M +$903K +18,061 +5%
Renaissance Technologies
21
Renaissance Technologies
New York
$18.8M +$7.27M +145,558 +64%
CNB
22
Camden National Bank
Maine
$15M +$642K +12,853 +5%
Lido Advisors
23
Lido Advisors
California
$13.8M -$167K -3,345 -1%
CTA
24
Colonial Trust Advisors
South Carolina
$12.9M +$1.23M +24,682 +11%
FDP
25
Financiere des Professionnels
Quebec, Canada
$12.9M – – –
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