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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
101
Kestra Advisory Services
Texas
$802K -$120K -1,989 -13%
Wolverine Trading
102
Wolverine Trading
Illinois
$760K +$776K +12,892 New
JIR
103
James Investment Research
Ohio
$748K -$123K -2,050 -14%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$743K -$43.3K -719 -5%
SS
105
Simplicity Solutions
Minnesota
$732K -$111M -1,850,671 -99%
MPW
106
MA Private Wealth
California
$725K +$2.59K +43 +0.4%
HI
107
Harbour Investments
Wisconsin
$722K +$736K +12,223 New
BWM
108
Birchcreek Wealth Management
Ohio
$698K +$101K +1,677 +17%
PWA
109
Physician Wealth Advisors
Utah
$683K +$32K +531 +5%
KM
110
Kalos Management
Georgia
$666K +$677K +11,236 New
DWP
111
Destiny Wealth Partners
Florida
$663K -$66.4K -1,102 -9%
CWM
112
Cahaba Wealth Management
Georgia
$654K +$2.71K +45 +0.4%
IF
113
Intrua Financial
Texas
$653K +$661K +10,981 New
LAS
114
Lloyd Advisory Services
Georgia
$645K -$1.57K -26 -0.2%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$639K +$185K +3,075 +40%
CG
116
Colony Group
Massachusetts
$630K -$381K -6,324 -37%
SFS
117
Sowell Financial Services
Arkansas
$605K -$135K -2,249 -18%
RWP
118
Ridgecrest Wealth Partners
California
$601K +$613K +10,185 New
SWMG
119
Sanchez Wealth Management Group
Florida
$596K -$9.32M -154,718 -94%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$543K +$70.2K +1,165 +14%
Sumitomo Mitsui Trust Group
121
Sumitomo Mitsui Trust Group
Japan
$499K -$88.9K -1,476 -15%
PIG
122
Pantheon Investment Group
California
$499K +$27.1K +450 +6%
ACM
123
AlphaStar Capital Management
North Carolina
$483K +$44.3K +735 +10%
SPC
124
Sigma Planning Corp
Michigan
$481K +$18.6K +309 +4%
ICP
125
Interchange Capital Partners
Pennsylvania
$470K -$87.5K -1,452 -17%