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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$732K +$32.6K +644 +5%
MSWMA
177
Market Street Wealth Management Advisors
Indiana
$716K -$574K -11,346 -45%
FNC
178
First National Corp
Massachusetts
$703K
AWA
179
Arete Wealth Advisors
Illinois
$697K +$163K +3,227 +31%
SVWG
180
Shared Vision Wealth Group
United States
$689K -$212K -4,181 -24%
Northern Trust
181
Northern Trust
Illinois
$682K +$680K +13,438 New
MMA
182
Miracle Mile Advisors
California
$678K
RT
183
Rockland Trust
Massachusetts
$667K
MBT
184
Montecito Bank & Trust
California
$665K +$65K +1,283 +11%
FIA
185
Foundations Investment Advisors
Arizona
$642K -$113K -2,234 -15%
PFG
186
Peterson Financial Group
Iowa
$622K -$57.1K -1,128 -8%
EWA
187
Exencial Wealth Advisors
Oklahoma
$609K -$27.5K -543 -4%
MML Investors Services
188
MML Investors Services
Massachusetts
$608K -$20K -396 -3%
VHAM
189
Van Hulzen Asset Management
California
$598K +$55.1K +1,088 +10%
EIA
190
Edgemoor Investment Advisors
Maryland
$561K +$25.3K +500 +5%
Betterment LLC
191
Betterment LLC
New York
$551K +$157K +3,103 +40%
NAM
192
NTV Asset Management
West Virginia
$545K
ClearBridge Investments
193
ClearBridge Investments
New York
$532K +$4.05K +80 +0.8%
AG
194
Ascent Group
Virginia
$522K -$52.5K -1,037 -9%
CCFCSB
195
Cape Cod Five Cents Savings Bank
Massachusetts
$511K
CWM
196
Cahaba Wealth Management
Georgia
$501K +$3.59K +71 +0.7%
LWM
197
Lyell Wealth Management
California
$498K
SFA
198
Sequoia Financial Advisors
Ohio
$498K -$169K -3,340 -25%
IFG
199
Independent Financial Group
California
$493K -$34.4K -679 -7%
GRP
200
Global Retirement Partners
California
$484K -$47.3K -934 -9%