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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Accel Wealth Management
Iowa
$151K
AIC
202
Archer Investment Corporation
Indiana
$146K +$148K +2,435 New
CWA
203
Clearview Wealth Advisors
Oregon
$115K +$609 +10 +0.5%
AIP
204
Ameritas Investment Partners
Nebraska
$96K -$27.4K -450 -22%
HNB
205
Huntington National Bank
Ohio
$92K
LWM
206
Liberty Wealth Management
California
$85K +$244 +4 +0.3%
JP Morgan Chase
207
JP Morgan Chase
New York
$83K +$1.1K +18 +1%
PCG
208
Private Capital Group
Connecticut
$80K +$365 +6 +0.5%
EDRH
209
Edmond de Rothschild Holding
Switzerland
$75K +$16.7K +275 +28%
BWL
210
Bogart Wealth LLC
Virginia
$68K
FHA
211
First Horizon Advisors
Tennessee
$67K +$183 +3 +0.3%
SC
212
SouthState Corp
Florida
$64K +$64.7K +1,062 New
CFD
213
Creative Financial Designs
Indiana
$61K
SWM
214
Spire Wealth Management
Virginia
$60K
PA
215
Parallel Advisors
California
$59K -$1.22K -20 -2%
CAM
216
Caprin Asset Management
Virginia
$46K -$269K -4,415 -85%
COCM
217
Charter Oak Capital Management
New Hampshire
$44K +$14K +230 +46%
SMG
218
Spectrum Management Group
Indiana
$42K -$244 -4 -0.6%
GI
219
Gradient Investments
Minnesota
$41K -$8.89K -146 -18%
ICM
220
Islay Capital Management
Texas
$41K
CH
221
Canton Hathaway
Rhode Island
$30K
FFA
222
Founders Financial Alliance
North Carolina
$30K +$25.1K +412 +597%
AIM
223
Anchor Investment Management
South Carolina
$26.9K
AA
224
Ancora Advisors
Ohio
$26K
Northern Trust
225
Northern Trust
Illinois
$24K +$287K +4,719 +13%