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iShares iBoxx $ High Yield Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
626
Walker Asset Management
Missouri
$324K
DFA
627
DHK Financial Advisors
New Hampshire
$324K +$325K +4,402 New
CCM
628
Crew Capital Management
Ohio
$322K -$1.67M -22,687 -84%
DC
629
Davenport & Co
Virginia
$321K -$44.5K -603 -12%
PMG
630
ProVise Management Group
Florida
$320K -$16.8K -228 -5%
BBWP
631
Beacon Bridge Wealth Partners
Pennsylvania
$320K +$321K +4,349 New
MWM
632
McNaughton Wealth Management
California
$320K -$273K -3,700 -46%
SW
633
SteelPeak Wealth
California
$320K -$30.4K -413 -9%
Corient Private Wealth
634
Corient Private Wealth
Florida
$320K +$320K +4,339 New
H
635
HoyleCohen
California
$319K -$1.84K -25 -0.6%
BC
636
Barrett & Company
Rhode Island
$318K
BEI
637
Benjamin Edwards Inc
Missouri
$316K +$55.2K +749 +21%
EL
638
Essex LLC
Illinois
$315K -$11.1K -150 -3%
RIA
639
Realta Investment Advisors
Delaware
$313K -$66.2K -898 -17%
GA
640
GFS Advisors
Texas
$309K
CFD
641
Creative Financial Designs
Indiana
$309K +$193K +2,616 +166%
DAS
642
Dynamic Advisor Solutions
Arizona
$307K +$75.1K +1,019 +32%
IWM
643
IHT Wealth Management
Illinois
$307K -$106K -1,441 -26%
EWA
644
Exencial Wealth Advisors
Oklahoma
$306K -$8.63K -117 -3%
FCIM
645
Fairview Capital Investment Management
California
$305K +$33.2K +450 +12%
SWM
646
Spire Wealth Management
Virginia
$300K -$303K -4,104 -50%
FAG
647
Fortitude Advisory Group
Washington
$299K +$299K +4,060 New
SAM
648
Strategy Asset Managers
California
$298K +$298K +4,048 New
WP
649
WealthShield Partners
North Carolina
$297K -$30.9K -419 -9%
HR
650
Howe & Rusling
New York
$296K -$40.5K -550 -12%