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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$64K +$23.2K +400 +54%
OIA
127
Optimum Investment Advisors
Illinois
$57K
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$48K +$4.53K +78 +10%
LFG
129
LifePlan Financial Group
Ohio
$47K
OPS
130
Orion Portfolio Solutions
Nebraska
$45K -$987 -17 -2%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$44K -$40.1M -690,990 -100%
EP
132
Eudaimonia Partners
Tennessee
$43K
GI
133
Gradient Investments
Minnesota
$38K +$3.02K +52 +8%
CFFP
134
Center for Financial Planning
Michigan
$38K +$39.1K +674 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$36K -$69.3K -1,194 -65%
CAN
136
Claraphi Advisory Network
United States
$33K +$33.7K +581 New
AA
137
Ancora Advisors
Ohio
$32K +$32.9K +566 New
Northern Trust
138
Northern Trust
Illinois
$30K -$414K -7,135 -12%
ASN
139
Advisory Services Network
Georgia
$28K -$14.3K -246 -33%
EDRH
140
Edmond de Rothschild Holding
Switzerland
$27K
AIM
141
Anchor Investment Management
South Carolina
$25.1K
CFGS
142
Concourse Financial Group Securities
Alabama
$22K
APA
143
American Portfolios Advisors
New York
$19.2K +$58 +1 +0.3%
AF
144
Advisornet Financial
Minnesota
$18K -$19.8K -341 -51%
SAM
145
S.A. Mason
Michigan
$17K +$16.7K +287 +1,248%
CT
146
Caldwell Trust
Florida
$14.3K
AWM
147
AllSquare Wealth Management
New York
$14K
SWM
148
Selective Wealth Management
Virginia
$11K +$11.6K +199 New
HWA
149
HHM Wealth Advisors
Tennessee
$11K +$11.8K +204 New
SL
150
Savior LLC
Massachusetts
$7K