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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
601
Silver Oak Securities
Tennessee
$700K -$676K -6,407 -48%
WPC
602
White Pine Capital
Minnesota
$699K -$127K -1,200 -15%
IA
603
Icon Advisers
Colorado
$699K +$728K +6,900 New
First Citizens Bank & Trust
604
First Citizens Bank & Trust
North Carolina
$699K +$4.43K +42 +0.6%
FPCP
605
Fort Point Capital Partners
California
$693K -$936K -8,878 -57%
GCL
606
Gouws Capital LLC
North Carolina
$690K -$56.4K -535 -7%
IFPL
607
Investments & Financial Planning LLC
Kentucky
$685K +$4.53K +43 +0.6%
MSFS
608
Main Street Financial Solutions
Pennsylvania
$662K -$34.7K -329 -5%
CHC
609
City Holding Co
West Virginia
$658K -$46.8K -444 -6%
MAP
610
Milestone Advisory Partners
North Carolina
$651K – – –
Perfromance Wealth Partners
611
Perfromance Wealth Partners
Illinois
$651K -$141K -1,339 -17%
HPM
612
Hoxton Planning & Management
West Virginia
$648K +$669K +6,349 New
PP
613
Prosperity Planning
Missouri
$644K – – –
AWM
614
Avaii Wealth Management
Wisconsin
$642K -$6.64K -63 -1%
LA
615
LexAurum Advisors
Kansas
$634K +$655K +6,212 New
Mercer Global Advisors
616
Mercer Global Advisors
Colorado
$628K -$2M -18,945 -75%
CAM
617
Cidel Asset Management
Ontario, Canada
$624K -$645K -6,118 Closed
Pinnacle Associates
618
Pinnacle Associates
New York
$624K +$7.49K +71 +1%
MCWS
619
McKinley Carter Wealth Services
West Virginia
$624K -$89.3K -847 -12%
PAA
620
Peregrine Asset Advisers
Oregon
$623K +$644K +6,103 New
AFP
621
Ausdal Financial Partners
Iowa
$622K -$85.6K -812 -12%
JEST
622
JTC Employer Solutions Trustee
Jersey
$620K – – –
Avantax Planning Partners
623
Avantax Planning Partners
Iowa
$620K -$124K -1,180 -16%
MWA
624
Moser Wealth Advisors
Washington
$605K -$36.9K -350 -6%
CG
625
Cynosure Group
Utah
$603K +$624K +5,914 New