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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Etesian Wealth Advisors
Oregon
$700K -$273K -2,540 -28%
GKWIM
602
Gerber Kawasaki Wealth & Investment Management
California
$700K +$159K +1,486 +30%
RA
603
Rockingstone Advisors
Massachusetts
$699K -$108K -1,008 -14%
EAM
604
Everstar Asset Management
North Carolina
$699K -$42.9K -400 -6%
KFS
605
Kaizen Financial Strategies
California
$697K +$40.9K +381 +6%
QPWM
606
Quadrant Private Wealth Management
Pennsylvania
$696K -$581K -5,413 -46%
GSWM
607
Greenup Street Wealth Management
Michigan
$690K +$13.1K +122 +2%
ACM
608
Arlington Capital Management
Illinois
$689K +$1.93K +18 +0.3%
PIMG
609
Patriot Investment Management Group
Tennessee
$683K – – –
TPA
610
Trivium Point Advisory
Connecticut
$682K -$26.4K -246 -4%
AFC
611
Adaptive Financial Consulting
Ohio
$680K -$20.3K -189 -3%
1L
612
10Elms LLP
Oklahoma
$678K – – –
GCL
613
Gouws Capital LLC
North Carolina
$677K – – –
Sumitomo Mitsui Trust Group
614
Sumitomo Mitsui Trust Group
Japan
$677K +$25.5K +238 +4%
IPWA
615
International Private Wealth Advisors
California
$672K +$6.87K +64 +1%
EB
616
Eastern Bank
Massachusetts
$671K -$314K -2,927 -32%
FC
617
Fairscale Capital
New Hampshire
$667K +$656K +6,116 New
AWM
618
AE Wealth Management
Kansas
$666K +$113K +1,050 +21%
FWM
619
Fonville Wealth Management
Virginia
$665K +$52.6K +490 +9%
SB
620
Strategic Blueprint
Georgia
$663K -$235K -2,187 -27%
PSCM
621
Per Stirling Capital Management
Texas
$662K +$40.2K +375 +7%
CIA
622
Compass Ion Advisors
Pennsylvania
$661K -$28.1K -262 -4%
LCM
623
Lazari Capital Management
California
$657K +$69.9K +651 +12%
GWM
624
GK Wealth Management
Nevada
$655K -$77.2K -719 -11%
AF
625
Allworth Financial
California
$651K +$209K +1,948 +49%