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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
401
Caldwell Trust
Florida
$13.1K – – –
TWM
402
Topsail Wealth Management
North Carolina
$13.1K – – –
FWP
403
FAS Wealth Partners
Kansas
$13K +$154 +3 +1%
SN
404
Sittner & Nelson
Oregon
$12.3K +$12.3K +240 New
PMFA
405
Plante Moran Financial Advisors
Michigan
$12.3K +$12.2K +239 New
HNB
406
Huntington National Bank
Ohio
$11.8K – – –
HWA
407
HHM Wealth Advisors
Tennessee
$10.5K – – –
Nomura Asset Management
408
Nomura Asset Management
Japan
$10.3K – – –
FDW
409
Fourth Dimension Wealth
Ohio
$10.3K +$10.2K +200 New
VEA
410
Virtus ETF Advisers
New York
$9.23K -$1.02K -20 -10%
HNW
411
High Note Wealth
Minnesota
$8.92K – – –
AIM
412
Axiom Investment Management
New York
$8.62K – – –
EWM
413
Evolution Wealth Management
Florida
$8.41K – – –
TPW
414
TOP Private Wealth
Connecticut
$8.41K +$8.4K +164 New
CA
415
Clearstead Advisors
Ohio
$8.19K -$22K -430 -73%
OW
416
Olistico Wealth
Oklahoma
$7.75K – – –
BWL
417
Bogart Wealth LLC
Virginia
$7.69K – – –
PGAM
418
Princeton Global Asset Management
New Jersey
$7.61K – – –
TCOT
419
Trust Company of Toledo
Ohio
$6.92K – – –
FFA
420
Founders Financial Alliance
North Carolina
$6.82K +$4.56K +89 +202%
VL
421
Vima LLC
Michigan
$6.67K +$6.66K +130 New
LBC
422
Lowe Brockenbrough & Co
Virginia
$6.41K – – –
NRG
423
Nemes Rush Group
Michigan
$6K – – –
Citigroup
424
Citigroup
New York
$6K +$5.99K +117 New
EWM
425
EPG Wealth Management
Georgia
$5.03K – – –