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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
576
WealthGarden F.S.
California
$854K +$91.7K +829 +12%
GSEP
577
Golden State Equity Partners
California
$851K +$833K +7,529 New
MP
578
McDonald Partners
Ohio
$847K +$55.3K +500 +7%
ECM
579
Exchange Capital Management
Michigan
$847K -$339K -3,063 -29%
AF
580
Allworth Financial
California
$845K -$252K -2,277 -23%
WAS
581
Wealth Advisory Solutions
Indiana
$841K +$140K +1,269 +21%
MPPLM
582
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$830K +$14.7K +133 +2%
EAM
583
Everstar Asset Management
North Carolina
$826K +$809K +7,315 New
TWP
584
Tempus Wealth Planning
California
$826K +$22.9K +207 +3%
SB
585
Strategic Blueprint
Georgia
$822K -$20.1K -182 -2%
MSFS
586
Main Street Financial Solutions
Pennsylvania
$819K -$44.5K -402 -5%
TAM
587
Titleist Asset Management
Texas
$817K -$8.3K -75 -1%
CAG
588
Crestwood Advisors Group
Massachusetts
$815K +$62K +560 +8%
PSCM
589
Per Stirling Capital Management
Texas
$814K +$231K +2,086 +41%
PFS
590
Prospera Financial Services
Texas
$814K -$339K -3,066 -30%
TPA
591
Trivium Point Advisory
Connecticut
$807K -$9.18K -83 -1%
CC
592
Copperleaf Capital
North Carolina
$795K -$29.1K -263 -4%
CPP
593
Capasso Planning Partners
South Carolina
$792K +$775K +7,006 New
Federated Hermes
594
Federated Hermes
Pennsylvania
$791K
CSB
595
City State Bank
Iowa
$781K
FPAS
596
Focus Partners Advisor Solutions
Missouri
$780K +$141K +1,272 +23%
KWA
597
Kingswood Wealth Advisors
California
$776K +$171K +1,543 +29%
AFG
598
Argent Financial Group
Louisiana
$774K +$758K +6,853 New
GS
599
GTS Securities
Florida
$773K +$275K +2,485 +57%
SAI
600
Savvy Advisors Inc
New York
$761K +$191K +1,728 +34%