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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
726
Joseph P. Lucia & Associates
New York
$347K – – –
AT
727
American Trust
Kentucky
$346K +$346K +3,195 New
FF
728
Fluent Financial
Texas
$344K +$19.9K +184 +6%
SW
729
SlateStone Wealth
Florida
$342K – – –
IWN
730
Independent Wealth Network
Iowa
$342K +$342K +3,162 New
Great Valley Advisor Group
731
Great Valley Advisor Group
Delaware
$340K -$318K -2,939 -48%
CAM
732
Claret Asset Management
Quebec, Canada
$339K – – –
CT
733
Caldwell Trust
Florida
$333K +$38.9K +360 +13%
AFAS
734
Acorn Financial Advisory Services
Virginia
$332K +$332K +3,073 New
CWP
735
Cyndeo Wealth Partners
Florida
$328K -$17.4K -161 -5%
WAP
736
Wealthcare Advisory Partners
Pennsylvania
$327K -$15.6K -144 -5%
LW
737
Linscomb Wealth
Texas
$327K -$26.2K -242 -7%
First Horizon Advisors
738
First Horizon Advisors
Tennessee
$323K -$63.4K -586 -16%
NP
739
Nilsine Partners
Colorado
$319K -$98.4K -910 -24%
Boothbay Fund Management
740
Boothbay Fund Management
New York
$314K +$314K +2,900 New
Advisors Asset Management
741
Advisors Asset Management
Colorado
$311K +$98.3K +909 +46%
SBIA
742
Sheaff Brock Investment Advisors
Indiana
$309K – – –
Focus Partners Advisor Solutions
743
Focus Partners Advisor Solutions
Missouri
$307K +$27.5K +254 +10%
BWM
744
BerganKDV Wealth Management
Minnesota
$307K -$41K -379 -12%
PIA
745
Pinion Investment Advisors
Kansas
$306K +$306K +2,826 New
Fiduciary Trust
746
Fiduciary Trust
Massachusetts
$305K – – –
FWM
747
Finer Wealth Management
Massachusetts
$303K -$53.3K -493 -15%
FSA
748
Fort Sheridan Advisors
Illinois
$295K – – –
Citizens Financial Group
749
Citizens Financial Group
Rhode Island
$293K -$35.5K -328 -11%
PMFA
750
Plante Moran Financial Advisors
Michigan
$291K +$43.3K +400 +17%