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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSL
751
Mackay Shields LLC
New York
$437K
TIP
752
Torray Investment Partners
Maryland
$437K +$438K +3,295 New
Federated Hermes
753
Federated Hermes
Pennsylvania
$436K -$178K -1,337 -29%
AA
754
Altman Advisors
Illinois
$436K +$11.3K +85 +3%
CA
755
Clearstead Advisors
Ohio
$434K +$21.5K +162 +5%
BFA
756
Beaumont Financial Advisors
Massachusetts
$431K -$83.6K -629 -16%
AWM
757
Avaii Wealth Management
Wisconsin
$430K +$432K +3,247 New
SIM
758
Sadoff Investment Management
Wisconsin
$428K
FW
759
FirstPurpose Wealth
Utah
$428K +$429K +3,229 New
ACA
760
Affinity Capital Advisors
California
$427K
VIP
761
Viewpoint Investment Partners
Alberta, Canada
$424K
FHC
762
First Heartland Consultants
Missouri
$422K -$131K -983 -24%
BTWM
763
Baker Tilly Wealth Management
Wisconsin
$416K -$57.7K -434 -12%
DBIA
764
Dumont & Blake Investment Advisors
New Jersey
$415K
NAG
765
Northstar Advisory Group
New Jersey
$415K +$416K +3,129 New
MAM
766
Marotta Asset Management
Virginia
$414K +$415K +3,123 New
BCWM
767
Bartlett & Co Wealth Management
Ohio
$413K -$39.2K -295 -9%
JBA
768
Johnson Bixby & Associates
Washington
$413K -$106K -801 -20%
BC
769
Bartlett & Co
Ohio
$413K -$39.2K -295 -9%
MWP
770
Moller Wealth Partners
$402K
MWM
771
Modera Wealth Management
New Jersey
$402K +$404K +3,039 New
GSEP
772
Golden State Equity Partners
California
$399K -$1.97M -14,818 -83%
CCP
773
Carmel Capital Partners
California
$398K +$399K +3,000 New
WSFS
774
Wilmington Savings Fund Society
Delaware
$396K -$89K -670 -18%
FRA
775
Front Row Advisors
California
$396K