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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
226
Steward Partners Investment Advisory
New York
$5.88M -$105K -825 -2%
AWM
227
AE Wealth Management
Kansas
$5.88M -$360K -2,826 -6%
IWS
228
Insight Wealth Strategies
California
$5.82M +$319K +2,504 +6%
WCM
229
Wunderlich Capital Managemnt
Tennessee
$5.81M -$127 -1 -0%
TCM
230
Towercrest Capital Management
Pennsylvania
$5.73M +$267K +2,098 +5%
FFC
231
Fure Financial Corporation
Minnesota
$5.66M +$5.63M +44,250 New
G
232
GenTrust
Florida
$5.59M +$285K +2,238 +5%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$5.55M
AWM
234
Argent Wealth Management
Massachusetts
$5.55M +$5.52M +43,345 New
TCM
235
Traynor Capital Management
Pennsylvania
$5.51M +$435K +3,416 +9%
CFG
236
Citizens Financial Group
Rhode Island
$5.4M +$130K +1,022 +2%
CAN
237
Cetera Advisor Networks
California
$5.38M -$266K -2,088 -5%
BS
238
Banco Santander
Spain
$5.34M +$772K +6,066 +17%
SA
239
Sunesis Advisors
Kansas
$5.25M -$15.3K -120 -0.3%
BCM
240
Bluefin Capital Management
New York
$5.19M -$1.9M -14,935 -27%
HSA
241
HBK Sorce Advisory
Pennsylvania
$5.15M +$182K +1,431 +4%
PFPT
242
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.06M +$505K +3,968 +11%
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$4.96M -$2.72M -21,345 -36%
CCM
244
Condor Capital Management
New Jersey
$4.92M -$47.5K -373 -1%
Mackenzie Financial
245
Mackenzie Financial
Ontario, Canada
$4.8M +$458K +3,600 +11%
ISWM
246
Independent Solutions Wealth Management
New York
$4.77M +$4.75M +37,278 New
BAM
247
Belpointe Asset Management
Nevada
$4.76M +$3M +23,550 +173%
TPWA
248
TRUE Private Wealth Advisors
Oregon
$4.74M +$182K +1,430 +4%
HIIFS
249
Harel Insurance Investments & Financial Services
Israel
$4.73M +$4.62M +36,280 +5,464%
TIM
250
Total Investment Management
Arizona
$4.66M -$293K -2,303 -6%