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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
701
OneDigital Investment Advisors
Kansas
$25K -$194K -1,722 -89%
YWP
702
YorkBridge Wealth Partners
New York
$25K
SSB
703
Sandy Spring Bank
Maryland
$24K -$133K -1,180 -85%
MWA
704
Meridian Wealth Advisors
Texas
$24K +$24.2K +215 New
CHP
705
Cable Hill Partners
Oregon
$23K
CH
706
Canton Hathaway
Rhode Island
$23K
EWM
707
Elmwood Wealth Management
California
$23K +$22.5K +200 New
KPW
708
Kore Private Wealth
New York
$23K +$23.2K +206 New
ACS
709
Archford Capital Strategies
Illinois
$22K
GAM
710
Gemmer Asset Management
California
$21K +$225 +2 +1%
PK
711
Pflug Koory
Nebraska
$20K
AIM
712
Advantage Investment Management
Iowa
$20K +$17.7K +157 +654%
MA
713
MUFG Americas
New York
$19K
PCM
714
Princeton Capital Management
New Jersey
$19K
MAU
715
MRA Associates USA
Arizona
$17K +$17K +151 New
MSA
716
Marino Stram & Associates
Massachusetts
$16K +$225 +2 +1%
NC
717
NewSquare Capital
Pennsylvania
$15K +$15.1K +134 New
FCMT
718
Founders Capital Management (Texas)
Texas
$14K -$12.8K -114 -48%
LFA
719
Legacy Financial Advisors
Kentucky
$14K -$4.5K -40 -25%
RCA
720
Rowland Carmichael Advisors
Arizona
$14K
BTNA
721
Bremer Trust National Association
Minnesota
$14K +$14.2K +126 New
CAM
722
Cresset Asset Management
Illinois
$13K +$13.4K +119 New
MA
723
MCF Advisors
Kentucky
$12K -$856K -7,613 -99%
TIM
724
Tortoise Investment Management
New York
$11K
LFG
725
Larson Financial Group
Missouri
$11K +$10.6K +94 New