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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
N
651
Natixis
France
$603K +$350K +3,223 +139%
LLWM
652
Life Line Wealth Management
California
$603K +$62.4K +574 +12%
FWM
653
Fonville Wealth Management
Virginia
$598K +$22.2K +204 +4%
PA
654
PPM America
Illinois
$596K +$595K +5,475 New
IBOK
655
Independence Bank of Kentucky
Kentucky
$595K
SC
656
Summa Corp
Texas
$594K
FPCP
657
Fort Point Capital Partners
California
$590K -$20.4K -188 -3%
IPW
658
Intergy Private Wealth
Colorado
$590K -$33K -304 -5%
GS
659
GTS Securities
Florida
$588K +$587K +5,402 New
CHA
660
Carmichael Hill & Associates
Maryland
$588K +$250K +2,304 +74%
GM
661
GeoWealth Management
Illinois
$585K -$598K -5,506 -51%
TIA
662
Tiemann Investment Advisors
California
$581K
AA
663
Alesco Advisors
New York
$577K
HI
664
Harbour Investments
Wisconsin
$576K -$221K -2,036 -28%
CFG
665
Cosner Financial Group
Colorado
$574K -$201K -1,850 -26%
CFD
666
Creative Financial Designs
Indiana
$572K +$239K +2,195 +72%
MWM
667
Melfa Wealth Management
Massachusetts
$569K +$568K +5,224 New
USCWA
668
U.S. Capital Wealth Advisors
Texas
$562K -$1.47M -13,571 -72%
SC
669
Solstein Capital
California
$561K -$325K -2,995 -37%
JIR
670
James Investment Research
Ohio
$555K +$139K +1,277 +33%
AA
671
Ancora Advisors
Ohio
$554K +$25.6K +236 +5%
BFWM
672
Bright Futures Wealth Management
New York
$553K +$558K +5,132 New
CIBC World Market
673
CIBC World Market
Ontario, Canada
$552K +$550K +5,066 New
SC
674
Sierra Capital
Florida
$541K -$551K -5,071 -51%
PAA
675
Peregrine Asset Advisers
Oregon
$541K -$39.9K -367 -7%