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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
$114M -$2.04M -40,703 -2%
LPL Financial
2
LPL Financial
California
$62.1M +$4.27M +85,058 +7%
LWM
3
LJI Wealth Management
Indiana
$56.7M +$826K +16,467 +1%
UBS Group
4
UBS Group
Switzerland
$55.9M +$1.11M +22,083 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$54.8M -$1.01M -20,130 -2%
FMII
6
Farmers & Merchants Investments Inc
Nebraska
$51M -$1.16M -23,125 -2%
BI
7
Bramshill Investments
Florida
$48.3M +$1.38M +27,453 +3%
WIA
8
World Investment Advisors
California
$47.9M +$3.85M +76,635 +9%
Ameriprise
9
Ameriprise
Minnesota
$44.9M +$1.58M +31,437 +4%
MCM
10
MAI Capital Management
Ohio
$44.5M +$1.3M +25,863 +3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$42.3M – – –
VAMG
12
Voisard Asset Management Group
Michigan
$37.4M +$3.42M +68,085 +10%
GSWM
13
Greenup Street Wealth Management
Michigan
$36.3M -$2.12M -42,258 -6%
Bank of America
14
Bank of America
North Carolina
$34.2M -$762K -15,182 -2%
CBT
15
Crews Bank & Trust
Florida
$32.9M +$713K +14,198 +2%
Allianz Asset Management
16
Allianz Asset Management
Germany
$31.8M +$1.63M +32,500 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$30.5M +$2.76M +55,046 +10%
CFD
18
Creative Financial Designs
Indiana
$22.4M +$973K +19,383 +5%
WWM
19
Wiser Wealth Management
Georgia
$20.3M +$614K +12,239 +3%
WC
20
Waterloo Capital
Texas
$17.3M +$5.24M +104,429 +44%
CNB
21
Camden National Bank
Maine
$15.5M +$395K +7,868 +3%
TIAA Trust, National Association
22
TIAA Trust, National Association
North Carolina
$14.4M -$11.1M -220,612 -44%
NA
23
NewEdge Advisors
Louisiana
$14.3M +$8.68M +173,028 +157%
CTA
24
Colonial Trust Advisors
South Carolina
$13.7M +$694K +13,833 +5%
Renaissance Technologies
25
Renaissance Technologies
New York
$13.4M -$5.46M -108,800 -29%
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