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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
526
Palouse Capital Management
Washington
$754K +$16.1K +143 +2%
TA
527
TFG Advisers
Michigan
$751K -$112K -989 -13%
MWA
528
Moser Wealth Advisors
Washington
$749K -$19.8K -175 -3%
AAA
529
Adams Asset Advisors
Texas
$748K -$64.1K -568 -8%
VWM
530
Valley Wealth Managers
New Jersey
$748K +$768K +6,800 New
TF
531
Tompkins Financial
New York
$740K -$52.4K -464 -6%
CAM
532
Cidel Asset Management
Ontario, Canada
$737K
BS
533
Boenning & Scattergood
Pennsylvania
$733K -$32K -283 -4%
GRP
534
Global Retirement Partners
California
$733K -$20.2K -179 -3%
HGERS
535
Householder Group Estate & Retirement Specialist
Arizona
$724K -$38.2K -338 -5%
LI
536
LMCG Investments
Massachusetts
$717K
APA
537
Astoria Portfolio Advisors
New York
$716K +$97K +859 +15%
IBOK
538
Independence Bank of Kentucky
Kentucky
$712K -$2.03K -18 -0.3%
PA
539
Pinnacle Associates
New York
$711K -$35.2K -312 -5%
KF
540
Krilogy Financial
Missouri
$711K +$14.7K +130 +2%
MAP
541
Milestone Advisory Partners
North Carolina
$710K
WAS
542
Wealth Advisory Solutions
Indiana
$704K -$50K -443 -6%
CAM
543
Claret Asset Management
Quebec, Canada
$704K +$354K +3,134 +106%
TI
544
tru Independence
Oregon
$703K -$188K -1,667 -21%
HI
545
Harbour Investments
Wisconsin
$694K +$712K +6,304 New
HIS
546
Horizon Investment Services
Indiana
$692K -$103K -910 -13%
NWMG
547
National Wealth Management Group
Ohio
$690K -$77.1K -683 -10%
HW
548
Hancock Whitney
Mississippi
$684K +$148K +1,315 +27%
EWM
549
Evercore Wealth Management
New York
$683K -$38.6K -342 -5%
CBFP
550
Cedar Brook Financial Partners
Ohio
$682K -$129K -1,139 -16%