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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
451
Torch Wealth Management
Ohio
$412K +$3.08K +25 +0.8%
DWA
452
Dorsey Wright & Associates
California
$410K +$47.2K +383 +13%
DLCIG
453
D.L. Carlson Investment Group
New Hampshire
$408K -$14.2K -115 -3%
Truist Financial
454
Truist Financial
North Carolina
$408K +$34.5K +280 +9%
LBC
455
Lawrence B. Cohen
$406K -$37K -300 -8%
AG
456
Appleton Group
Wisconsin
$406K +$57.6K +468 +17%
FNBT
457
FineMark National Bank & Trust
Florida
$406K +$171K +1,388 +73%
CC
458
Cedar Capital
Illinois
$405K +$58.1K +472 +17%
DT
459
Diversified Trust
Tennessee
$401K +$401K +3,258 New
CFB
460
Cullen/Frost Bankers
Texas
$393K +$9.85K +80 +3%
MAM
461
Mizuho Asset Management
Japan
$387K +$95.3K +774 +33%
JIC
462
Johnson Investment Counsel
Ohio
$381K +$38.8K +315 +11%
SFM
463
Signet Financial Management
New Jersey
$379K +$3.45K +28 +0.9%
HPC
464
HM Payson & Co
Maine
$374K
PCM
465
Parsons Capital Management
Rhode Island
$367K +$118K +959 +48%
WI
466
Wedgewood Investors
Pennsylvania
$365K
BCM
467
Boltwood Capital Management
California
$363K
ST
468
Spinnaker Trust
Maine
$357K +$357K +2,899 New
EDRS
469
Edmond de Rothschild (Suisse)
Switzerland
$356K
JCM
470
Jacobi Capital Management
Pennsylvania
$356K +$62.8K +510 +21%
PCM
471
Palouse Capital Management
Washington
$355K +$14.8K +120 +4%
VV
472
Valentine Ventures
Oregon
$350K +$6.78K +55 +2%
PIA
473
Peachtree Investment Advisors
Georgia
$348K
AWM
474
Altavista Wealth Management
North Carolina
$346K -$30.8K -250 -8%
GC
475
Grimes & Company
Massachusetts
$345K -$41.4M -336,497 -99%