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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
601
Boenning & Scattergood
Pennsylvania
$927K +$245K +1,844 +35%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$926K -$212K -1,590 -18%
CCT
603
Country Club Trust
Missouri
$915K -$80.5K -605 -8%
LTI
604
Laffer Tengler Investments
Tennessee
$915K +$33.1K +249 +4%
SWRP
605
Summit Wealth & Retirement Planning
California
$906K +$80.8K +607 +10%
PA
606
Pinnacle Associates
New York
$903K +$266 +2 +0%
EWA
607
EP Wealth Advisors
California
$902K +$503K +3,782 +120%
Janus Henderson Group
608
Janus Henderson Group
$899K +$203K +1,529 +28%
BA
609
Ballew Advisors
Mississippi
$898K +$428K +3,217 +88%
OCM
610
Orser Capital Management
Texas
$897K +$496K +3,730 +118%
PFA
611
Pinnacle Family Advisors
Missouri
$892K +$358K +2,689 +64%
KCA
612
Karn Couzens & Associates
Connecticut
$891K
EWM
613
Evercore Wealth Management
New York
$886K -$28.6K -215 -3%
FANJ
614
Financial Architects (New Jersey)
New Jersey
$879K -$277K -2,080 -24%
TFA
615
Teamwork Financial Advisors
Texas
$878K -$698K -5,246 -44%
LA
616
LVW Advisors
New York
$874K +$545K +4,094 +156%
FNC
617
First National Corp
Massachusetts
$859K -$1.25M -9,420 -59%
CFS
618
Cannon Financial Strategists
Georgia
$858K +$47.4K +356 +6%
PCA
619
Providence Capital Advisors
North Carolina
$857K +$106K +795 +14%
MWA
620
Moser Wealth Advisors
Washington
$853K
WP
621
WealthPLAN Partners
Nebraska
$852K +$3.33K +25 +0.4%
IBOK
622
Independence Bank of Kentucky
Kentucky
$849K +$56.5K +425 +7%
AWM
623
Avitas Wealth Management
California
$838K +$45.9K +345 +6%
APW
624
Aurora Private Wealth
New Jersey
$836K -$519K -3,904 -38%
MYIA
625
Mount Yale Investment Advisors
Colorado
$835K -$670K -5,036 -44%