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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
551
Wealthspire Advisors (New York)
New York
$924K -$58.4K -542 -6%
CLOS
552
Compagnie Lombard Odier SCmA
Switzerland
$924K +$12.9K +120 +1%
ITIM
553
Indiana Trust & Investment Management
Indiana
$922K -$127K -1,175 -12%
PA
554
PFG Advisors
Arizona
$921K -$4.85K -45 -0.5%
Koshinski Asset Management
555
Koshinski Asset Management
Illinois
$921K +$13.8K +128 +2%
FL
556
FreeGulliver LLC
Louisiana
$920K
GM
557
GeoWealth Management
Illinois
$918K -$119K -1,109 -12%
CIAS
558
CBIZ Investment Advisory Services
Ohio
$913K -$15.3K -142 -2%
FFN
559
Focus Financial Network
Minnesota
$912K -$55.7K -517 -6%
SB
560
Strategic Blueprint
Georgia
$895K +$18.3K +170 +2%
MC
561
Moors & Cabot
Massachusetts
$893K +$21.8K +202 +3%
TWP
562
Tempus Wealth Planning
California
$892K +$12.4K +115 +1%
WAS
563
Wealth Advisory Solutions
Indiana
$872K +$55.5K +515 +7%
CFO
564
Capitol Family Office
Oregon
$869K +$862K +7,997 New
CFP
565
Cypress Financial Planning
New Jersey
$860K -$128K -1,184 -13%
FPAS
566
Focus Partners Advisor Solutions
Missouri
$851K +$15K +139 +2%
TI
567
Tidal Investments
Wisconsin
$851K -$472K -4,377 -36%
TBT
568
Texas Bank & Trust
Texas
$846K
BBHC
569
Brown Brothers Harriman & Co
New York
$837K
MP
570
McDonald Partners
Ohio
$824K +$8.4K +78 +1%
DAS
571
Diversify Advisory Services
Utah
$823K +$188K +1,746 +30%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$823K +$58.4K +542 +8%
RFN
573
RDA Financial Network
Iowa
$822K +$38.1K +354 +5%
IHL
574
Investment House LLC
California
$822K -$43.1K -400 -5%
WFS
575
WealthGarden F.S.
California
$820K +$58.7K +545 +8%