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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIS
401
Legacy Investment Solutions
Idaho
$5.11K
LWMI
402
Legacy Wealth Management (Idaho)
Idaho
$5.11K
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$5.08K
TFGT
404
TS Financial Group (TSFG)
Illinois
$5K +$51 +1 +1%
MCM
405
Mainstream Capital Management
California
$4.93K +$5.02K +98 New
RFA
406
Register Financial Advisors
Georgia
$4.68K
PMFA
407
Plante Moran Financial Advisors
Michigan
$4.53K +$4.61K +90 New
RF
408
Roxbury Financial
New Jersey
$4.35K +$4.3K +84 New
WWA
409
Wingate Wealth Advisors
Massachusetts
$4.32K +$4.41K +86 New
NRWA
410
North Ridge Wealth Advisors
Oregon
$4.07K +$4.15K +81 New
GA
411
GoalVest Advisory
New York
$3.57K +$3.64K +71 New
DCM
412
Davis Capital Management
Florida
$3.47K
KFI
413
Key Financial Inc
Pennsylvania
$3.32K +$1.02K +20 +43%
VWM
414
Vermillion Wealth Management
Minnesota
$3.07K +$3.13K +61 New
ME
415
McIlrath & Eck
Washington
$2.92K
WA
416
WestEnd Advisors
North Carolina
$2.82K
GEA
417
Glen Eagle Advisors
New Jersey
$2.77K
LWA
418
Lowe Wealth Advisors
Maryland
$2.67K +$2.71K +53 New
MCA
419
Maryland Capital Advisors
Maryland
$2.67K +$2.71K +53 New
SAM
420
Synergy Asset Management
Washington
$2.52K +$2.46K +48 New
CFG
421
Chapman Financial Group
Hawaii
$2.41K +$2.46K +48 New
HCM
422
Hollencrest Capital Management
California
$2.26K
BA
423
Bristlecone Advisors
Washington
$1.96K
FWA
424
FSC Wealth Advisors
New York
$1.9K
GWANC
425
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.81K +$1.84K +36 New