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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
726
Pettinga Financial Advisors
Indiana
$517K +$108K +1,036 +28%
MSAGDF
727
Moneda SA Administradora General de Fondos
Chile
$512K +$94.6K +908 +24%
PSCM
728
Per Stirling Capital Management
Texas
$512K +$5.21K +50 +1%
NAM
729
NTV Asset Management
West Virginia
$512K -$62.5K -600 -11%
QWM
730
Quadcap Wealth Management
Texas
$508K +$478K +4,593 New
IFPL
731
Investments & Financial Planning LLC
Kentucky
$507K -$223K -2,137 -32%
CCG
732
Cypress Capital Group
Florida
$502K -$263K -2,530 -36%
FW
733
FirstPurpose Wealth
Utah
$497K +$468K +4,491 New
PWCM
734
Processus Wealth & Capital Management
Tennessee
$495K +$466K +4,477 New
CIAS
735
Capital Investment Advisory Services
North Carolina
$493K +$244K +2,341 +111%
PBM
736
Propel Bio Management
California
$493K +$464K +4,456 New
ECG
737
EPIQ Capital Group
California
$491K +$6.77K +65 +1%
TPWA
738
Twin Peaks Wealth Advisors
California
$489K +$461K +4,423 New
Evercore Wealth Management
739
Evercore Wealth Management
New York
$481K -$130K -1,249 -22%
MAG
740
M3 Advisory Group
Massachusetts
$476K +$448K +4,302 New
RFA
741
Resurgent Financial Advisors
Georgia
$476K +$131K +1,254 +41%
CFO
742
CVA Family Office
Colorado
$471K -$59.9K -575 -12%
HB Wealth Management
743
HB Wealth Management
Georgia
$468K -$49.3K -473 -10%
CW
744
Channel Wealth
California
$466K -$112K -1,079 -20%
WAM
745
Worth Asset Management
Texas
$463K +$436K +4,188 New
BCM
746
Beaumont Capital Management
Massachusetts
$461K -$121K -1,164 -22%
AFC
747
AFT Forsyth & Company
Florida
$459K -$25.3K -243 -6%
Daymark Wealth Partners
748
Daymark Wealth Partners
Ohio
$459K -$28.5K -274 -6%
AAA
749
Adams Asset Advisors
Texas
$454K -$4.69K -45 -1%
Modern Wealth Management
750
Modern Wealth Management
Kansas
$450K +$424K +4,071 New