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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
626
Napa Wealth Management
California
$680K +$106K +958 +19%
BFG
627
Berger Financial Group
Minnesota
$675K -$37.3K -337 -5%
AFC
628
Adaptive Financial Consulting
Ohio
$665K +$6.97K +63 +1%
AFS
629
AFG Fiduciary Services
Massachusetts
$665K +$664K +6,000 New
VCM
630
Virtue Capital Management
Tennessee
$659K -$605K -5,473 -48%
PWG
631
Portside Wealth Group
Utah
$659K +$645K +5,834 New
TCA
632
Transcend Capital Advisors
New Jersey
$655K -$19K -172 -3%
TWCA
633
Two West Capital Advisors
Kansas
$652K -$77.1K -697 -11%
LWM
634
Liberty Wealth Management
California
$652K -$2.42M -21,829 -79%
Cresset Asset Management
635
Cresset Asset Management
Illinois
$651K +$311K +2,815 +95%
SVWG
636
Shared Vision Wealth Group
United States
$650K -$8.41K -76 -1%
KC
637
Kepos Capital
New York
$644K +$177K +1,600 +39%
GIA
638
Gladstone Institutional Advisory
Florida
$642K -$5.2K -47 -0.8%
4WM
639
4J Wealth Management
Virginia
$639K +$625K +5,653 New
Avantax Planning Partners
640
Avantax Planning Partners
Iowa
$638K -$2.43K -22 -0.4%
FWM
641
Fonville Wealth Management
Virginia
$628K +$774 +7 +0.1%
CWG
642
Cornerstone Wealth Group
North Carolina
$626K -$154K -1,393 -20%
RA
643
Rockingstone Advisors
Massachusetts
$622K -$9.96K -90 -2%
CFD
644
Creative Financial Designs
Indiana
$622K +$10.8K +98 +2%
Daymark Wealth Partners
645
Daymark Wealth Partners
Ohio
$621K -$46K -416 -7%
FPCP
646
Fort Point Capital Partners
California
$619K -$25.6K -231 -4%
SC
647
Sierra Capital
Florida
$616K – – –
SC
648
Summa Corp
Texas
$616K – – –
CHA
649
Carmichael Hill & Associates
Maryland
$613K +$2.77K +25 +0.5%
Belpointe Asset Management
650
Belpointe Asset Management
Nevada
$607K +$99.6K +900 +20%