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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPM
626
Hudson Portfolio Management
New York
$635K +$26.5K +240 +4%
Arkadios Wealth Advisors
627
Arkadios Wealth Advisors
Georgia
$632K -$41.2K -374 -6%
AFC
628
Adaptive Financial Consulting
Ohio
$632K +$17.4K +158 +3%
LNB
629
Ledyard National Bank
$630K -$5.51K -50 -0.9%
TCM
630
Triumph Capital Management
Colorado
$628K +$104K +939 +19%
WAP
631
Wealthcare Advisory Partners
Pennsylvania
$624K -$806K -7,310 -56%
LAM
632
Lewis Asset Management
California
$623K -$49.1K -445 -7%
SC
633
Saiph Capital
New Jersey
$621K +$15.8K +143 +3%
Venture Visionary Partners
634
Venture Visionary Partners
Ohio
$620K -$51.6K -468 -8%
GFA
635
Godfrey Financial Associates
New York
$620K -$21.3K -193 -3%
ML
636
McAdam LLC
Pennsylvania
$615K +$41.3K +375 +7%
TA
637
TFB Advisors
Kansas
$614K -$390K -3,536 -39%
DFA
638
Delta Financial Advisors
Louisiana
$613K -$13.8K -125 -2%
LWM
639
LongView Wealth Management
Georgia
$611K +$228K +2,064 +59%
TSW
640
Three Seasons Wealth
Utah
$608K +$146K +1,328 +31%
IFO
641
Independent Family Office
New York
$599K – – –
SW
642
SlateStone Wealth
Florida
$598K -$38.6K -350 -6%
1L
643
10Elms LLP
Oklahoma
$597K -$91.5K -830 -13%
PSCM
644
Per Stirling Capital Management
Texas
$597K -$72.9K -661 -11%
RI
645
Ridgewood Investments
New Jersey
$594K +$601K +5,451 New
FWM
646
Fonville Wealth Management
Virginia
$593K -$46.9K -425 -7%
VA
647
Valor Advisors
Florida
$587K – – –
Tidal Investments
648
Tidal Investments
Wisconsin
$586K +$340K +3,081 +133%
AE Wealth Management
649
AE Wealth Management
Kansas
$580K -$2.12M -19,208 -78%
U.S. Capital Wealth Advisors
650
U.S. Capital Wealth Advisors
Texas
$580K +$17.1K +155 +3%