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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$53K +$7.28K +62 +16%
GI
602
Gradient Investments
Minnesota
$50K -$49.1K -418 -50%
OSNBOA
603
Old Second National Bank of Aurora
Illinois
$50K -$7.52K -64 -13%
AOWM
604
Alpha Omega Wealth Management
Virginia
$50K
SFG
605
SevenBridge Financial Group
Pennsylvania
$48K -$5.52K -47 -10%
PCIG
606
Partners Capital Investment Group
Massachusetts
$47K +$235 +2 +0.5%
HDIM
607
Hanson & Doremus Investment Management
Vermont
$46K
OC
608
Oakworth Capital
Alabama
$46K
RFWA
609
RPg Family Wealth Advisory
Massachusetts
$45.9K +$45.7K +389 New
BL
610
Balentine LLC
Georgia
$45K
PB
611
Pinnacle Bancorp
Nebraska
$41K +$41.1K +350 New
WEC
612
Winslow Evans & Crocker
Massachusetts
$40K -$21.1K -180 -35%
CAL
613
Capital Advisors Ltd
Ohio
$39K +$10.8K +92 +39%
TWA
614
TCI Wealth Advisors
Arizona
$38K
FPS
615
Fieldpoint Private Securities
Connecticut
$38K +$37.6K +320 New
AIS
616
Accurate Investment Solutions
Pennsylvania
$34K +$117 +1 +0.3%
CAL
617
Capital Analysts LLC
Pennsylvania
$32K -$587 -5 -2%
PCFFS
618
Pacific Center for Financial Services
California
$31K -$1.88K -16 -6%
FMTCOCP
619
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29.5K +$17.6K +150 +150%
YWP
620
YorkBridge Wealth Partners
New York
$29K -$24.9K -212 -46%
LCM
621
Liberty Capital Management
Michigan
$29K
PS
622
Portfolio Solutions
Michigan
$29K +$29.1K +248 New
CHP
623
Cable Hill Partners
Oregon
$27K +$3.64K +31 +16%
PFBT
624
Parkside Financial Bank & Trust
Missouri
$27K +$26.4K +225 New
ACS
625
Archford Capital Strategies
Illinois
$21K -$53.3K -454 -72%