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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
376
EP Wealth Advisors
California
$242K -$9.1M -78,435 -97%
HPBT
377
High Point Bank & Trust
North Carolina
$238K
AW
378
ACG Wealth
Georgia
$235K -$238K -2,049 -51%
PTC
379
Private Trust Company
Ohio
$232K +$173K +1,488 +300%
IFWM
380
Institute for Wealth Management
Colorado
$226K -$19.9K -172 -8%
Jones Financial Companies
381
Jones Financial Companies
Missouri
$218K +$216K +1,866 New
WTC
382
WhitTier Trust Company
Nevada
$217K
FTIOP
383
Fiduciary Trust International of Pennsylvania
Pennsylvania
$217K +$215K +1,857 New
LPT
384
Legacy Private Trust
Wisconsin
$216K -$84.7K -730 -28%
WSCM
385
Wellington Shields Capital Management
New York
$216K
DWM
386
Destination Wealth Management
California
$212K +$210K +1,814 New
AA
387
Ancora Advisors
Ohio
$211K
EM
388
Excalibur Management
Massachusetts
$210K
SMC
389
Smith, Moore & Co
Missouri
$208K +$207K +1,782 New
EWM
390
Empirical Wealth Management
Washington
$206K
TNB
391
Thomasville National Bank
Georgia
$206K +$204K +1,761 New
OWP
392
Obermeyer Wealth Partners
Colorado
$203K -$6.96K -60 -3%
SIC
393
Salem Investment Counselors
North Carolina
$201K -$18.1K -156 -8%
JIC
394
Joel Isaacson & Co
New York
$199K
BNP Paribas Financial Markets
395
BNP Paribas Financial Markets
France
$197K -$30K -259 -13%
BAM
396
Barrett Asset Management
New York
$195K +$232 +2 +0.1%
ST
397
Stifel Trust
Missouri
$187K -$109K -944 -37%
Axa
398
Axa
France
$186K +$24.4K +210 +15%
FNBT
399
FineMark National Bank & Trust
Florida
$185K -$174K -1,500 -49%
GGPS
400
Gary Goldberg Planning Services
New York
$164K -$118K -1,015 -42%