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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
726
Townsend Asset Management
North Carolina
$416K +$93.5K +719 +30%
LNB
727
Ledyard National Bank
$416K +$402K +3,090 New
NAM
728
NorthCoast Asset Management
Connecticut
$416K +$402K +3,093 New
GFPC
729
Global Financial Private Client
Florida
$411K +$365K +2,806 +1,131%
MWP
730
Moller Wealth Partners
$408K
GIA
731
Granite Investment Advisors
New Hampshire
$407K
MA
732
MONECO Advisors
Connecticut
$407K +$1.43K +11 +0.4%
PIA
733
Perennial Investment Advisors
California
$406K +$392K +3,018 New
NFC
734
Northeast Financial Consultants
Connecticut
$405K +$392K +3,011 New
BCM
735
Bowie Capital Management
Texas
$404K -$1.69M -13,000 -81%
LWM
736
Lenox Wealth Management
Ohio
$404K +$329K +2,532 +531%
CSIC
737
Clifford Swan Investment Counsel
California
$403K -$62.4K -480 -14%
LFS
738
Lutz Financial Services
Nebraska
$397K -$187K -1,435 -33%
TFGT
739
TS Financial Group (TSFG)
Illinois
$397K -$21.1K -162 -5%
OIA
740
OneDigital Investment Advisors
Kansas
$397K +$30.6K +235 +9%
SMG
741
Smart Money Group
Texas
$395K +$382K +2,934 New
FCCM
742
First City Capital Management
Georgia
$394K
CP
743
Coho Partners
Pennsylvania
$393K
IIA
744
IPG Investment Advisors
California
$387K -$12K -92 -3%
SMC
745
Smith, Moore & Co
Missouri
$386K +$22.5K +173 +6%
LS
746
Leelyn Smith
Illinois
$386K +$55K +423 +17%
SBIA
747
Sheaff Brock Investment Advisors
Indiana
$384K
SS
748
Sunbelt Securities
Texas
$383K +$115K +885 +45%
CAN
749
Claraphi Advisory Network
United States
$381K -$53.8K -414 -13%
CIC
750
Carnegie Investment Counsel
Ohio
$379K -$67.6K -520 -16%