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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UIA
601
UBP Investment Advisors
Switzerland
$520K -$3.36M -29,800 -86%
JSL
602
JT Stratford LLC
Georgia
$520K +$84.2K +746 +19%
MFG
603
Merit Financial Group
Georgia
$517K +$123K +1,088 +30%
IA
604
Integrity Advisory
Kansas
$512K +$525K +4,653 New
V
605
VeraBank
Texas
$509K
Federated Hermes
606
Federated Hermes
Pennsylvania
$506K +$385K +3,410 +287%
CCM
607
Crabel Capital Management
California
$497K -$7.54M -66,789 -94%
JEST
608
JTC Employer Solutions Trustee
Jersey
$497K
FCM
609
Fortis Capital Management
Washington
$495K +$508K +4,499 New
TAM
610
Townsend Asset Management
North Carolina
$491K -$1.35K -12 -0.3%
PPW
611
Pinnacle Private Wealth
Massachusetts
$490K -$3.05K -27 -0.6%
MA
612
Maxele Advisors
Missouri
$488K -$130K -1,155 -21%
LWM
613
Laidlaw Wealth Management
New York
$487K +$2.82K +25 +0.6%
PGF
614
Plan Group Financial
Oklahoma
$482K +$495K +4,380 New
KBFS
615
Kohmann Bosshard Financial Services
Ohio
$481K
BA
616
Ballew Advisors
Mississippi
$480K -$14.9K -132 -3%
EWA
617
EP Wealth Advisors
California
$479K +$99.5K +881 +25%
PS
618
Planned Solutions
California
$478K
PMG
619
ProVise Management Group
Florida
$476K -$1.27M -11,280 -72%
CAMG
620
CWA Asset Management Group
Florida
$473K +$78.9K +699 +19%
ATPW
621
Ashton Thomas Private Wealth
Arizona
$472K -$71.7K -635 -13%
GCA
622
Greenwood Capital Associates
South Carolina
$472K +$467K +4,133 +2,649%
IAIM
623
International Assets Investment Management
Florida
$466K -$4.07K -36 -0.8%
DA
624
Doliver Advisors
Texas
$466K +$150K +1,332 +46%
B
625
Brightworth
Georgia
$460K +$472K +4,184 New