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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
701
Canvas Wealth Advisors
Kansas
$484K +$255K +2,350 +104%
SHIM
702
Stone House Investment Management
Pennsylvania
$478K -$3.66M -33,673 -88%
WAS
703
Wealth Advisory Solutions
Indiana
$473K +$36.8K +339 +8%
RC
704
Rareview Capital
Nevada
$473K +$471K +4,339 New
IC
705
Innealta Capital
Texas
$472K -$67.3K -619 -13%
HB Wealth Management
706
HB Wealth Management
Georgia
$467K +$6.63K +61 +1%
Advisors Asset Management
707
Advisors Asset Management
Colorado
$465K +$23.5K +216 +5%
TA
708
TFG Advisers
Michigan
$464K -$45.7K -421 -9%
CFO
709
CVA Family Office
Colorado
$463K +$109 +1 +0%
Chicago Partners Investment Group
710
Chicago Partners Investment Group
Illinois
$462K +$476K +4,385 New
GSC
711
Ground Swell Capital
South Carolina
$462K +$461K +4,242 New
Evercore Wealth Management
712
Evercore Wealth Management
New York
$456K -$17.1K -157 -4%
SFA
713
Source Financial Advisors
New York
$454K +$117K +1,080 +35%
Peapack-Gladstone Financial Corp
714
Peapack-Gladstone Financial Corp
New Jersey
$453K +$15.2K +140 +3%
MIS
715
Morningstar Investment Services
Illinois
$450K -$848K -7,801 -65%
AFC
716
AFT Forsyth & Company
Florida
$450K -$2.06K -19 -0.5%
BCG
717
Breakwater Capital Group
New Jersey
$447K +$155K +1,422 +53%
GWP
718
Gateway Wealth Partners
Wisconsin
$444K -$294K -2,706 -40%
LPP
719
Life Planning Partners
Florida
$440K – – –
WPC
720
White Pine Capital
Minnesota
$433K -$149K -1,371 -25%
MWA
721
Moser Wealth Advisors
Washington
$432K – – –
CCG
722
Cypress Capital Group
Florida
$431K -$62.3K -573 -13%
PS
723
Planned Solutions
California
$429K – – –
PFM
724
Phillips Financial Management
Indiana
$426K +$869 +8 +0.2%
AFWM
725
Abich Financial Wealth Management
Virginia
$424K +$372K +3,423 +724%