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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$14K
RG
252
Retirement Group
California
$14K +$13.9K +286 New
PFM
253
Phillips Financial Management
Indiana
$13.8K -$5.99K -123 -31%
TAM
254
Tucker Asset Management
Colorado
$13.7K -$7.41K -152 -35%
QC
255
Quent Capital
New York
$13.1K -$9.6K -197 -42%
CT
256
Caldwell Trust
Florida
$12.6K
AWM
257
AllSquare Wealth Management
New York
$12.3K
CA
258
CoreCap Advisors
Michigan
$11.8K +$11.7K +241 New
FFA
259
Farther Finance Advisors
California
$10.4K +$10.3K +212 New
NMG
260
New Millennium Group
Utah
$10.3K -$390 -8 -4%
RFS
261
Retirement Financial Solutions
Tennessee
$10.3K +$10.2K +209 New
HWA
262
HHM Wealth Advisors
Tennessee
$10K
Nomura Asset Management
263
Nomura Asset Management
Japan
$9.82K
HS
264
Horan Securities
United States
$8.84K
HNB
265
Huntington National Bank
Ohio
$8.69K
TCM
266
Tradewinds Capital Management
Washington
$8.54K +$244 +5 +3%
DWA
267
Delos Wealth Advisors
Texas
$8.5K -$2.05K -42 -20%
SCA
268
Stonebridge Capital Advisors
Minnesota
$6.63K +$6.58K +135 New
BAM
269
Belpointe Asset Management
Nevada
$6.14K +$6.09K +125 New
RBC
270
Romano Brothers & Co
Illinois
$4.76K +$4.73K +97 New
ZIG
271
Zullo Investment Group
Pennsylvania
$4.52K
AWM
272
Accel Wealth Management
Iowa
$4.37K -$115K -2,351 -96%
CHC
273
City Holding Co
West Virginia
$3.98K
KFS
274
Kelly Financial Services
Massachusetts
$3.71K +$49 +1 +1%
BBHC
275
Brown Brothers Harriman & Co
New York
$3.44K