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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
701
GLOBALT Investments
Georgia
$504K -$26.6K -244 -5%
PA
702
Parallel Advisors
California
$495K -$67.1K -616 -12%
OA
703
Operose Advisors
Wisconsin
$491K +$201K +1,843 +69%
FMWA
704
Forvis Mazars Wealth Advisors
Missouri
$491K – – –
HI
705
Hudock Inc
Pennsylvania
$490K +$9.59K +88 +2%
TPWA
706
TRUE Private Wealth Advisors
Oregon
$487K – – –
ML
707
McAdam LLC
Pennsylvania
$478K -$138K -1,263 -22%
DWP
708
Daymark Wealth Partners
Ohio
$476K +$188K +1,721 +65%
IBOK
709
Independence Bank of Kentucky
Kentucky
$472K – – –
CA
710
Claro Advisors
Massachusetts
$471K -$30.7K -282 -6%
SIS
711
Sound Income Strategies
Florida
$471K +$5.12K +47 +1%
AWA
712
Asempa Wealth Advisors
Louisiana
$470K +$470K +4,314 New
HTC
713
Haverford Trust Company
Pennsylvania
$470K – – –
Neuberger Berman Group
714
Neuberger Berman Group
New York
$470K -$9.48K -87 -2%
RI
715
Ridgewood Investments
New Jersey
$468K -$126K -1,156 -21%
AFG
716
ABLE Financial Group
Arizona
$453K – – –
MWM
717
Modera Wealth Management
New Jersey
$451K -$44.9K -412 -9%
MT
718
Midwest Trust
Kansas
$449K -$28.8K -264 -6%
AAS
719
Ameritas Advisory Services
Nebraska
$447K -$547K -5,019 -55%
WFAG
720
Worth Financial Advisory Group
North Carolina
$447K +$446K +4,095 New
PCP
721
Proficio Capital Partners
Massachusetts
$446K – – –
GW
722
Graetz Wealth
Michigan
$444K +$11.1K +102 +3%
TIA
723
Tiemann Investment Advisors
California
$444K -$3.27K -30 -0.7%
WWM
724
Western Wealth Management
Colorado
$443K +$102K +939 +30%
VFA
725
Valeo Financial Advisors
Indiana
$440K +$125K +1,149 +40%