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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWIA
601
Roger Wittlin Investment Advisory
California
$758K +$27.1K +249 +4%
CWA
602
Canvas Wealth Advisors
Kansas
$757K +$262K +2,400 +53%
HPM
603
Hudson Portfolio Management
New York
$737K +$101K +929 +16%
CFD
604
Creative Financial Designs
Indiana
$737K -$131K -1,206 -15%
TCM
605
Traynor Capital Management
Pennsylvania
$726K -$20K -184 -3%
RA
606
Rockingstone Advisors
Massachusetts
$724K -$1.63K -15 -0.2%
CWM
607
Cherrydale Wealth Management
New Jersey
$723K +$8.5K +78 +1%
BCI
608
Blue Capital Inc
Nebraska
$722K -$1.22M -11,237 -63%
HWM
609
Hohimer Wealth Management
Washington
$720K – – –
CA
610
CoreCap Advisors
Michigan
$720K -$248K -2,274 -26%
ACM
611
Arlington Capital Management
Illinois
$716K +$65.8K +604 +10%
CP
612
Clarendon Private
Massachusetts
$711K +$6.1K +56 +0.9%
WA
613
Wealth Alliance
New York
$710K -$284K -2,606 -29%
AQR Capital Management
614
AQR Capital Management
Connecticut
$693K +$112K +1,029 +19%
LWM
615
LongView Wealth Management
Georgia
$691K +$84.7K +777 +14%
FGWP
616
Founders Grove Wealth Partners
Virginia
$691K +$23.1K +212 +3%
IPWA
617
International Private Wealth Advisors
California
$691K -$79.5K -730 -10%
SCM
618
Saxony Capital Management
Missouri
$689K +$688K +6,314 New
GSWM
619
Greenup Street Wealth Management
Michigan
$687K +$2.29K +21 +0.3%
PA
620
Pinnacle Associates
New York
$686K +$327 +3 +0%
AF
621
Allworth Financial
California
$682K -$12.1K -111 -2%
HI
622
Hyundai Investments
South Korea
$681K +$118K +1,079 +21%
SC
623
Sapient Capital
Indiana
$680K +$679K +6,234 New
PIMG
624
Patriot Investment Management Group
Tennessee
$676K – – –
OFP
625
OFC Financial Planning
New Jersey
$675K -$35.4K -325 -5%