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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAYA
576
Phil A. Younker & Associates
Alaska
$989K – – –
Dynamic Advisor Solutions
577
Dynamic Advisor Solutions
Arizona
$988K -$402K -3,615 -29%
Apollon Wealth Management
578
Apollon Wealth Management
South Carolina
$987K -$13.5K -121 -1%
WP
579
WealthShield Partners
North Carolina
$987K +$6.12K +55 +0.6%
SA
580
Sincerus Advisory
New York
$987K -$9.89K -89 -1%
HWM
581
HighMark Wealth Management
Minnesota
$986K +$10.6K +95 +1%
AIA
582
AssuredPartners Investment Advisors
Florida
$979K +$451K +4,058 +84%
United Capital Financial Advisors
583
United Capital Financial Advisors
Texas
$979K +$101K +912 +11%
Gerber Kawasaki Wealth & Investment Management
584
Gerber Kawasaki Wealth & Investment Management
California
$978K +$987K +8,879 New
Simplicity Wealth
585
Simplicity Wealth
New Jersey
$978K -$316K -2,838 -24%
Choreo LLC
586
Choreo LLC
Illinois
$977K -$172K -1,550 -15%
LPP
587
Life Planning Partners
Florida
$964K +$22K +198 +2%
Focus Financial Network
588
Focus Financial Network
Minnesota
$962K +$51.1K +460 +6%
VCP
589
Verus Capital Partners
Arizona
$962K -$35.5K -319 -4%
Brown Brothers Harriman & Co
590
Brown Brothers Harriman & Co
New York
$955K – – –
Compagnie Lombard Odier SCmA
591
Compagnie Lombard Odier SCmA
Switzerland
$951K – – –
IA
592
Integrity Alliance
Iowa
$946K +$955K +8,588 New
Cresset Asset Management
593
Cresset Asset Management
Illinois
$922K -$193K -1,734 -17%
TA
594
Tactive Advisors
Florida
$915K +$923K +8,303 New
WFS
595
WealthGarden F.S.
California
$909K +$119K +1,073 +15%
HIM
596
Hanlon Investment Management
New Jersey
$907K -$37.9K -341 -4%
Belpointe Asset Management
597
Belpointe Asset Management
Nevada
$907K +$104K +938 +13%
Fidelity International
598
Fidelity International
Bermuda
$882K +$889K +8,000 New
YMRC
599
Yorktown Management & Research Company
Virginia
$882K +$889K +8,000 New
AIM
600
Archer Investment Management
Texas
$877K +$884K +7,955 New