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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
$120M +$1.22M +24,029 +1%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$105M – – –
LWM
3
LJI Wealth Management
Indiana
$69.1M +$3.01M +59,322 +5%
UBS Group
4
UBS Group
Switzerland
$58.5M +$1.53M +30,124 +3%
LPL Financial
5
LPL Financial
California
$55.9M -$2.25M -44,437 -4%
MCM
6
MAI Capital Management
Ohio
$54.7M +$2.68M +52,936 +5%
WIA
7
World Investment Advisors
California
$52.1M +$1.93M +38,036 +4%
BI
8
Bramshill Investments
Florida
$50.3M -$41.2K -813 -0.1%
FMII
9
Farmers & Merchants Investments Inc
Nebraska
$49M +$135K +2,666 +0.3%
Ameriprise
10
Ameriprise
Minnesota
$41.8M +$882K +17,392 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$39.8M +$5.08M +100,210 +15%
CBT
12
Crews Bank & Trust
Florida
$38.4M +$1.18M +23,190 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$36.8M +$2.51M +49,467 +7%
Bank of America
14
Bank of America
North Carolina
$30.1M +$338K +6,675 +1%
VAMG
15
Voisard Asset Management Group
Michigan
$26.8M -$16.2M -319,967 -38%
WWM
16
Wiser Wealth Management
Georgia
$24.8M +$1.44M +28,416 +6%
NA
17
NewEdge Advisors
Louisiana
$24.6M +$484K +9,539 +2%
CFD
18
Creative Financial Designs
Indiana
$23.7M -$960K -18,945 -4%
GSWM
19
Greenup Street Wealth Management
Michigan
$23.1M -$401K -7,920 -2%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$20M +$936K +18,468 +5%
CNB
21
Camden National Bank
Maine
$19.2M +$1.35M +26,553 +8%
Allianz Asset Management
22
Allianz Asset Management
Germany
$18.1M -$82.8K -1,634 -0.5%
Corient Private Wealth
23
Corient Private Wealth
Florida
$17.8M -$2.77M -54,645 -13%
CTA
24
Colonial Trust Advisors
South Carolina
$15.8M +$1.03M +20,316 +7%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$15M +$171K +3,370 +1%
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