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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
676
Vermillion & White Wealth Management Group
Pennsylvania
$532K -$35.2K -318 -6%
HWM
677
HB Wealth Management
Georgia
$531K +$72.9K +659 +16%
BFWM
678
Bright Futures Wealth Management
New York
$530K -$10.5K -95 -2%
GSC
679
Ground Swell Capital
South Carolina
$526K +$516K +4,660 New
Fiera Capital (Canada)
680
Fiera Capital (Canada)
Quebec, Canada
$523K -$34.5K -312 -6%
ETC
681
Exchange Traded Concepts
Oklahoma
$522K +$511K +4,620 New
OPAM
682
Ocean Park Asset Management
California
$522K +$511K +4,620 New
MCWS
683
McKinley Carter Wealth Services
West Virginia
$522K
PWP
684
Perfromance Wealth Partners
Illinois
$516K +$7.08K +64 +1%
SFA
685
Source Financial Advisors
New York
$516K -$1.99K -18 -0.4%
WWM
686
Western Wealth Management
Colorado
$508K -$21K -190 -4%
AWM
687
Avaii Wealth Management
Wisconsin
$504K +$52.6K +475 +12%
KAM
688
Kensington Asset Management
Texas
$501K +$509K +4,600 New
AFP
689
Ausdal Financial Partners
Iowa
$500K -$115K -1,043 -19%
SOS
690
Silver Oak Securities
Tennessee
$496K -$368K -3,324 -43%
IFPL
691
Investments & Financial Planning LLC
Kentucky
$495K -$33.3K -301 -6%
RFA
692
RTD Financial Advisors
Pennsylvania
$493K +$1.44K +13 +0.3%
FAM
693
Forte Asset Management
New York
$488K +$13.1K +118 +3%
WSFS
694
Wilmington Savings Fund Society
Delaware
$487K +$477K +4,308 New
PA
695
Probity Advisors
Texas
$485K -$363K -3,279 -43%
NB
696
NBT Bank
New York
$480K +$225K +2,036 +92%
IAIM
697
International Assets Investment Management
Florida
$480K -$15.9K -144 -3%
WPC
698
White Pine Capital
Minnesota
$480K +$3.87K +35 +0.8%
TL
699
Tradewinds LLC
North Carolina
$476K -$516K -4,662 -53%
JWCA
700
J.W. Coons Advisors
Ohio
$475K +$91.8K +830 +25%