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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Merit Financial Group
601
Merit Financial Group
Georgia
$815K -$3.57M -32,881 -81%
ECG
602
EPIQ Capital Group
California
$814K +$330K +3,036 +68%
SB
603
Strategic Blueprint
Georgia
$810K -$116K -1,066 -13%
GA
604
Greytown Advisors
Florida
$773K – – –
OWA
605
Outlook Wealth Advisors
Texas
$767K +$765K +7,041 New
HT
606
Heritage Trust
Oklahoma
$765K +$978 +9 +0.1%
Federated Hermes
607
Federated Hermes
Pennsylvania
$762K -$34.9K -321 -4%
CSB
608
City State Bank
Iowa
$753K +$109K +1,000 +17%
BFG
609
Berger Financial Group
Minnesota
$753K -$225K -2,068 -23%
CC
610
Copperleaf Capital
North Carolina
$752K -$276K -2,540 -27%
PineBridge Investments
611
PineBridge Investments
New York
$751K +$200K +1,837 +36%
CAM
612
Cidel Asset Management
Ontario, Canada
$744K – – –
AI
613
Arrien Investments
Idaho
$743K +$742K +6,826 New
MLM
614
Mount Lucas Management
Pennsylvania
$734K +$201K +1,846 +38%
ML
615
McAdam LLC
Pennsylvania
$733K +$4.13K +38 +0.6%
RA
616
Rockingstone Advisors
Massachusetts
$730K -$18.5K -170 -2%
GCL
617
Gouws Capital LLC
North Carolina
$727K +$48.9K +450 +7%
CWS
618
Cypress Wealth Services
California
$726K -$1.22M -11,266 -63%
Crestwood Advisors Group
619
Crestwood Advisors Group
Massachusetts
$725K -$134K -1,235 -16%
CWM
620
Centurion Wealth Management
Virginia
$721K -$1.38M -12,680 -66%
WPW
621
Watershed Private Wealth
Illinois
$713K -$4.01M -36,878 -85%
TA
622
TFB Advisors
Kansas
$705K -$1.12M -10,312 -61%
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$702K +$76.3K +702 +12%
GIA
624
Gladstone Institutional Advisory
Florida
$698K -$92.7K -853 -12%
Modern Wealth Management
625
Modern Wealth Management
Kansas
$697K +$253K +2,331 +57%