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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
701
Portfolio Solutions
Michigan
$34K
KPCM
702
Kings Point Capital Management
New York
$33K
PCFFS
703
Pacific Center for Financial Services
California
$32K
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30.4K
AIM
705
Advantage Investment Management
Iowa
$30K -$2.06K -17 -6%
LCM
706
Liberty Capital Management
Michigan
$30K
TFA
707
Transamerica Financial Advisors
Florida
$27K -$4.48K -37 -15%
YWP
708
YorkBridge Wealth Partners
New York
$27K -$2.42K -20 -8%
PWM
709
Perigon Wealth Management
California
$24K -$164K -1,355 -87%
RFA
710
Reilly Financial Advisors
California
$24K +$16.2K +134 +206%
First Manhattan
711
First Manhattan
New York
$23K +$23.6K +195 New
PK
712
Pflug Koory
Nebraska
$22K
RCA
713
Rowland Carmichael Advisors
Arizona
$22K
GAM
714
Gemmer Asset Management
California
$22K +$242 +2 +1%
LFA
715
Legacy Financial Advisors
Kentucky
$21K +$21.8K +180 New
SFSIG
716
San Francisco Sentry Investment Group
California
$20K
Ninety One (UK)
717
Ninety One (UK)
United Kingdom
$19K
LWM
718
Lenox Wealth Management
Ohio
$19K +$10.6K +88 New
SIS
719
Sound Income Strategies
Florida
$19K +$19.1K +158 New
RAM
720
Riggs Asset Management
Pennsylvania
$18K -$65.7K -543 -78%
CAL
721
Capital Advisors Ltd
Ohio
$18K
CDIA
722
Capital Directions Investment Advisors
Georgia
$18K
CAL
723
Capital Analysts LLC
Pennsylvania
$17K -$16.1K -133 -49%
MSA
724
Marino Stram & Associates
Massachusetts
$17K +$16.5K +136 New
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$15.2K +$15.1K +125 New