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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
576
Dynamic Advisor Solutions
Arizona
$988K -$402K -3,615 -29%
AWM
577
Apollon Wealth Management
South Carolina
$987K -$13.5K -121 -1%
WP
578
WealthShield Partners
North Carolina
$987K +$6.12K +55 +0.6%
SA
579
Sincerus Advisory
New York
$987K -$9.89K -89 -1%
HWM
580
HighMark Wealth Management
Minnesota
$986K +$10.6K +95 +1%
AIA
581
AssuredPartners Investment Advisors
Florida
$979K +$451K +4,058 +84%
UCFA
582
United Capital Financial Advisors
Texas
$979K +$101K +912 +11%
GKWIM
583
Gerber Kawasaki Wealth & Investment Management
California
$978K +$987K +8,879 New
SW
584
Simplicity Wealth
New Jersey
$978K -$316K -2,838 -24%
CL
585
Choreo LLC
Illinois
$977K -$172K -1,550 -15%
LPP
586
Life Planning Partners
Florida
$964K +$22K +198 +2%
FFN
587
Focus Financial Network
Minnesota
$962K +$51.1K +460 +6%
VCP
588
Verus Capital Partners
Arizona
$962K -$35.5K -319 -4%
BBHC
589
Brown Brothers Harriman & Co
New York
$955K
CLOS
590
Compagnie Lombard Odier SCmA
Switzerland
$951K
IA
591
Integrity Alliance
Iowa
$946K +$955K +8,588 New
CAM
592
Cresset Asset Management
Illinois
$922K -$193K -1,734 -17%
TA
593
Tactive Advisors
Florida
$915K +$923K +8,303 New
WFS
594
WealthGarden F.S.
California
$909K +$119K +1,073 +15%
HIM
595
Hanlon Investment Management
New Jersey
$907K -$37.9K -341 -4%
BAM
596
Belpointe Asset Management
Nevada
$907K +$104K +938 +13%
Fidelity International
597
Fidelity International
Bermuda
$882K +$889K +8,000 New
YMRC
598
Yorktown Management & Research Company
Virginia
$882K +$889K +8,000 New
AIM
599
Archer Investment Management
Texas
$877K +$884K +7,955 New
TWP
600
Tempus Wealth Planning
California
$874K -$40.5K -364 -4%