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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
601
First Heartland Consultants
Missouri
$900K -$10.1K -74 -1%
Wolverine Trading
602
Wolverine Trading
Illinois
$899K +$910K +6,672 New
Capstone Investment Advisors
603
Capstone Investment Advisors
New York
$884K -$1.05M -7,728 -54%
OC
604
Oarsman Capital
Wisconsin
$882K -$27.9K -205 -3%
HB
605
Homrich & Berg
Georgia
$881K -$1.4M -10,285 -61%
LW
606
Linscomb Wealth
Texas
$878K -$76.9K -564 -8%
BPC
607
Banque Pictet & Cie
Switzerland
$877K -$377K -2,768 -30%
AFS
608
Aft Forsyth & Sober
Florida
$876K
GCAC
609
Guardian Capital Advisors (Canada)
Ontario, Canada
$867K
DADC
610
D.A. Davidson & Co
Montana
$866K +$249K +1,828 +40%
IFG
611
Independent Financial Group
California
$865K +$92.8K +681 +12%
KMWM
612
Keudell/Morrison Wealth Management
Oregon
$855K
WIA
613
World Investment Advisors
California
$855K +$31.5K +231 +4%
PWW
614
Pettyjohn Wood & White
Virginia
$845K
TF
615
Tompkins Financial
New York
$840K +$850K +6,237 New
SWRP
616
Summit Wealth & Retirement Planning
California
$839K -$32.4K -238 -4%
MWA
617
Moser Wealth Advisors
Washington
$837K +$554K +4,065 +190%
KBFS
618
Kohmann Bosshard Financial Services
Ohio
$827K
PFG
619
Piershale Financial Group
Illinois
$825K +$835K +6,124 New
CBFP
620
Cedar Brook Financial Partners
Ohio
$818K +$76.9K +564 +10%
GSWM
621
Golden State Wealth Management
California
$817K +$827K +6,063 New
SCM
622
SCS Capital Management
Massachusetts
$815K -$31.2K -229 -4%
CAN
623
Claraphi Advisory Network
United States
$804K +$428K +3,136 +111%
CSPIA
624
Cary Street Partners Investment Advisory
Virginia
$798K +$136K +1,000 +20%
AWMG
625
Alliance Wealth Management Group
New Jersey
$797K +$29.3K +215 +4%