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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
551
Thrive Capital Management (Pennsylvania)
Pennsylvania
$941K +$921K +8,582 New
GM
552
GeoWealth Management
Illinois
$939K +$12.8K +119 +1%
FL
553
FreeGulliver LLC
Louisiana
$927K – – –
United Capital Financial Advisors
554
United Capital Financial Advisors
Texas
$922K -$3.1M -28,876 -77%
CIAS
555
CBIZ Investment Advisory Services
Ohio
$921K – – –
Focus Financial Network
556
Focus Financial Network
Minnesota
$917K -$2.68K -25 -0.3%
PAG
557
Private Advisory Group
Washington
$905K +$886K +8,256 New
TWP
558
Tempus Wealth Planning
California
$901K +$1.72K +16 +0.2%
Wealthspire Advisors (New York)
559
Wealthspire Advisors (New York)
New York
$892K -$38.5K -359 -4%
Brown Brothers Harriman & Co
560
Brown Brothers Harriman & Co
New York
$889K +$44.5K +415 +5%
CFO
561
Capitol Family Office
Oregon
$888K +$11.3K +105 +1%
FFA
562
Founders Financial Alliance
North Carolina
$885K -$70.8K -660 -8%
LPP
563
Life Planning Partners
Florida
$882K -$97K -904 -10%
CFP
564
Cypress Financial Planning
New Jersey
$879K +$11.6K +108 +1%
Venture Visionary Partners
565
Venture Visionary Partners
Ohio
$879K +$385K +3,592 +81%
DE
566
Diversified Enterprises
Delaware
$873K -$353K -3,293 -29%
MC
567
Moors & Cabot
Massachusetts
$862K -$37.9K -353 -4%
CP
568
Clarendon Private
Massachusetts
$862K +$89.3K +832 +12%
TBT
569
Texas Bank & Trust
Texas
$853K – – –
Koshinski Asset Management
570
Koshinski Asset Management
Illinois
$842K -$84.9K -791 -9%
ITIM
571
Indiana Trust & Investment Management
Indiana
$841K -$86.7K -808 -10%
WFS
572
WealthGarden F.S.
California
$840K +$16.5K +154 +2%
MSFS
573
Main Street Financial Solutions
Pennsylvania
$839K +$8.69K +81 +1%
Csenge Advisory Group
574
Csenge Advisory Group
Florida
$837K +$26.4K +246 +3%
IHL
575
Investment House LLC
California
$829K – – –