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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
676
JTC Employer Solutions Trustee
Jersey
$676K – – –
AP
677
Aspect Partners
Virginia
$660K +$621K +5,963 New
CSB
678
City State Bank
Iowa
$654K +$142K +1,360 +30%
DL
679
DOHJ LLC
Washington
$652K +$613K +5,891 New
WAG
680
Winthrop Advisory Group
Massachusetts
$651K +$613K +5,885 New
AFC
681
Adaptive Financial Consulting
Ohio
$649K +$1.77K +17 +0.3%
TIA
682
Traphagen Investment Advisors
New Jersey
$649K -$210K -2,014 -26%
Avantax Planning Partners
683
Avantax Planning Partners
Iowa
$642K -$28.3K -272 -4%
RFN
684
RDA Financial Network
Iowa
$641K +$84.8K +814 +16%
ACP
685
Aveo Capital Partners
Colorado
$640K +$37.9K +364 +7%
Kayne Anderson Rudnick Investment Management
686
Kayne Anderson Rudnick Investment Management
California
$635K +$262K +2,519 +78%
NEPPG
687
New England Professional Planning Group
Rhode Island
$633K – – –
IPW
688
Intergy Private Wealth
Colorado
$633K +$55.4K +532 +10%
Perfromance Wealth Partners
689
Perfromance Wealth Partners
Illinois
$630K -$71.1K -683 -11%
MSFS
690
Main Street Financial Solutions
Pennsylvania
$627K -$85.5K -821 -13%
FPCP
691
Fort Point Capital Partners
California
$620K -$124K -1,186 -17%
PFM
692
Peak Financial Management
Massachusetts
$618K +$582K +5,585 New
WPC
693
White Pine Capital
Minnesota
$608K -$142K -1,359 -20%
CWP
694
Cyndeo Wealth Partners
Florida
$608K +$219K +2,104 +62%
IBOK
695
Independence Bank of Kentucky
Kentucky
$605K – – –
SC
696
Summa Corp
Texas
$603K +$568K +5,450 New
PPP
697
Private Portfolio Partners
New Jersey
$595K +$38.5K +370 +7%
AFAS
698
Acorn Financial Advisory Services
Virginia
$594K -$34.9K -335 -6%
Picton Mahoney Asset Management
699
Picton Mahoney Asset Management
Ontario, Canada
$594K +$132K +1,270 +31%
TIA
700
Tiemann Investment Advisors
California
$590K -$174K -1,670 -24%