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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
526
D.A. Davidson & Co
Montana
$1.01M -$19.5K -177 -2%
CTA
527
Camelot Technology Advisors
California
$1.01M -$48K -435 -5%
B
528
Bellecapital
Switzerland
$1,000K
TAM
529
Titleist Asset Management
Texas
$1,000K +$266K +2,410 +36%
GWP
530
Gateway Wealth Partners
Wisconsin
$995K +$1.01M +9,126 New
WA
531
Wealth Alliance
New York
$994K -$14.1K -128 -1%
AAS
532
Ameritas Advisory Services
Nebraska
$993K -$97.2K -882 -9%
CFP
533
Cypress Financial Planning
New Jersey
$992K +$8.6K +78 +0.9%
CFO
534
Capitol Family Office
Oregon
$991K
HWM
535
HighMark Wealth Management
Minnesota
$981K +$5.07K +46 +0.5%
AWM
536
Apollon Wealth Management
South Carolina
$974K -$2.98K -27 -0.3%
VCP
537
Verus Capital Partners
Arizona
$971K +$20K +181 +2%
CA
538
CoreCap Advisors
Michigan
$968K -$4.03M -36,554 -80%
AIA
539
AssuredPartners Investment Advisors
Florida
$964K -$4.19K -38 -0.4%
KFS
540
Kelly Financial Services
Massachusetts
$963K +$492K +4,464 +102%
SCA
541
Snowden Capital Advisors
New York
$958K +$145K +1,313 +18%
IC
542
IEQ Capital
California
$957K -$1.47M -13,374 -60%
SA
543
Sincerus Advisory
New York
$951K -$25.8K -234 -3%
LPP
544
Life Planning Partners
Florida
$947K -$7.06K -64 -0.7%
BBHC
545
Brown Brothers Harriman & Co
New York
$944K
UCFA
546
United Capital Financial Advisors
Texas
$943K -$24.1K -219 -2%
CLOS
547
Compagnie Lombard Odier SCmA
Switzerland
$941K
MSFS
548
Main Street Financial Solutions
Pennsylvania
$936K +$85.2K +773 +10%
AAA
549
Adams Asset Advisors
Texas
$925K -$240K -2,178 -20%
GIA
550
Gladstone Institutional Advisory
Florida
$923K +$110K +996 +13%