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iShares iBoxx $ High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
576
Spire Wealth Management
Virginia
$451K -$11K -140 -2%
AUIM
577
Aegon USA Investment Management
Iowa
$448K +$144K +1,832 +49%
DWM
578
Diversify Wealth Management
Utah
$445K -$88K -1,118 -17%
TWM
579
Tolleson Wealth Management
Texas
$445K -$2.25M -28,569 -84%
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$443K +$181K +2,296 +71%
PTC
581
Private Trust Company
Ohio
$442K +$61K +775 +16%
CMP
582
Coston McIsaac & Partners
Maine
$437K -$20.8K -264 -5%
DL
583
DOHJ LLC
Washington
$436K -$60.6K -770 -12%
GA
584
Geller Advisors
New York
$434K -$3.62K -46 -0.8%
MFA
585
Mayflower Financial Advisors
Massachusetts
$432K -$30.4K -386 -7%
CAM
586
Concorde Asset Management
Michigan
$430K -$80.8K -1,027 -16%
MPPLM
587
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$428K +$14.8K +188 +4%
RPC
588
Rossmore Private Capital
Connecticut
$421K +$19.7K +250 +5%
BWM
589
BKM Wealth Management
Wisconsin
$420K +$7.71K +98 +2%
RWA
590
Rooted Wealth Advisors
Illinois
$418K -$3.93K -50 -0.9%
BCP
591
Berkeley Capital Partners
Georgia
$418K +$157 +2 +0%
NWA
592
New World Advisors
Massachusetts
$416K -$21.8K -277 -5%
ERWM
593
Elk River Wealth Management
Colorado
$414K +$105K +1,337 +35%
NCFG
594
New Century Financial Group
New Jersey
$412K +$117K +1,488 +41%
NL
595
NVWM LLC
Pennsylvania
$410K +$232K +2,943 +136%
PWMAG
596
Pinnacle Wealth Management Advisory Group
New Jersey
$409K +$10.9K +139 +3%
SOS
597
Silver Oak Securities
Tennessee
$408K -$282K -3,582 -41%
FFA
598
Farther Finance Advisors
California
$406K -$1.42K -18 -0.4%
LL
599
LWMG LLC
Minnesota
$404K +$48.1K +611 +14%
HTC
600
Haverford Trust Company
Pennsylvania
$403K