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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIA
501
Tiemann Investment Advisors
California
$826K -$11K -100 -1%
MPW
502
MGO Private Wealth
California
$824K +$887K +8,044 New
SLF
503
Sun Life Financial
Ontario, Canada
$822K
PP
504
Patron Partners
Texas
$818K +$15.9K +144 +2%
EFM
505
E Fund Management
China
$809K
EFMH
506
E Fund Management (HK)
Hong Kong
$809K
JAG
507
Journey Advisory Group
Kentucky
$799K -$49.6K -450 -5%
TLFA
508
True Link Financial Advisors
California
$799K
PTC
509
Private Trust Company
Ohio
$792K -$14.6K -132 -2%
CCA
510
Cobblestone Capital Advisors
New York
$791K -$1.43M -13,015 -63%
KP
511
Keel Point
Alabama
$791K -$110K -994 -11%
APA
512
Astoria Portfolio Advisors
New York
$786K +$128K +1,163 +18%
BL
513
BCWM LLC
Kansas
$785K +$75.7K +687 +10%
SWM
514
Selective Wealth Management
Virginia
$784K -$65.9K -598 -7%
OCM
515
One Capital Management
California
$783K +$523K +4,745 +163%
JIR
516
James Investment Research
Ohio
$773K -$101K -917 -11%
T
517
TNF
Montana
$773K +$5.62K +51 +0.7%
CM
518
Columbus Macro
Pennsylvania
$766K -$730K -6,621 -47%
TF
519
Tompkins Financial
New York
$762K +$78.2K +709 +11%
AFO
520
Allie Family Office
Florida
$756K
Carson Wealth (CWM LLC)
521
Carson Wealth (CWM LLC)
Nebraska
$750K -$77.9K -707 -9%
SWM
522
Spire Wealth Management
Virginia
$747K -$1.44M -13,049 -64%
CFG
523
Citizens Financial Group
Rhode Island
$745K -$49.8K -452 -6%
LFAS
524
Level Four Advisory Services
Texas
$742K -$19.4K -176 -2%
MSFS
525
Main Street Financial Solutions
Pennsylvania
$740K +$1.54K +14 +0.2%