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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
551
Arete Wealth Advisors
Illinois
$1.8M +$292K +2,147 +20%
Massachusetts Financial Services
552
Massachusetts Financial Services
Massachusetts
$1.78M
RA
553
RiverTree Advisors
Florida
$1.77M +$1.74M +12,796 New
NCM
554
Neumann Capital Management
California
$1.75M +$27.9K +205 +2%
FEM
555
Fulcrum Equity Management
Texas
$1.75M +$245K +1,799 +17%
NEWAS
556
N.E.W. Advisory Services
Wisconsin
$1.75M +$1.73M +12,684 New
GLA
557
Good Life Advisors
Pennsylvania
$1.74M +$162K +1,190 +10%
GTAM
558
Global Trust Asset Management
Florida
$1.74M -$2.31K -17 -0.1%
BBA
559
Braun-Bostich & Associates
Pennsylvania
$1.74M +$1.71M +12,588 New
GIA
560
Gladstone Institutional Advisory
Florida
$1.72M +$470K +3,451 +38%
FFC
561
Fure Financial Corporation
Minnesota
$1.71M -$4.58M -33,602 -73%
LFAS
562
Level Four Advisory Services
Texas
$1.71M +$174K +1,279 +12%
LWP
563
Lumature Wealth Partners
Georgia
$1.71M +$1.68M +12,352 New
SPP
564
Single Point Partners
Massachusetts
$1.69M +$30.4K +223 +2%
CL
565
COWA LLC
Oklahoma
$1.69M +$1.66M +12,216 New
TC
566
TownSquare Capital
Utah
$1.68M +$1.45M +10,635 +702%
EPP
567
ETF Portfolio Partners
Kansas
$1.66M -$10.5K -77 -0.6%
TFA
568
Teamwork Financial Advisors
Texas
$1.66M +$71.1K +522 +5%
GSEP
569
Golden State Equity Partners
California
$1.65M +$1.63M +11,958 New
CHAM
570
Clear Harbor Asset Management
Connecticut
$1.64M +$121K +885 +8%
Lazard Asset Management
571
Lazard Asset Management
New York
$1.64M
RPCA
572
Running Point Capital Advisors
California
$1.64M +$1.62M +11,860 New
Retirement Systems of Alabama
573
Retirement Systems of Alabama
Alabama
$1.62M +$1.6M +11,740 +58,700%
WA
574
WESPAC Advisors
California
$1.62M -$79.7K -585 -5%
AFC
575
AFT Forsyth & Company
Florida
$1.61M -$223K -1,634 -12%