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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
751
SVB Wealth
Massachusetts
$449K +$49.5K +475 +13%
Advisors Asset Management
752
Advisors Asset Management
Colorado
$448K +$8.44K +81 +2%
DA
753
Detalus Advisors
Missouri
$448K +$124K +1,188 +42%
LPP
754
Life Planning Partners
Florida
$448K +$421K +4,044 New
KWM
755
Keebeck Wealth Management
Illinois
$445K +$127K +1,221 +44%
Peapack-Gladstone Financial Corp
756
Peapack-Gladstone Financial Corp
New Jersey
$444K -$149K -1,430 -26%
WAS
757
Wealth Advisory Solutions
Indiana
$443K -$411K -3,951 -50%
CGFA
758
Colton Groome Financial Advisors
North Carolina
$441K -$934K -8,965 -69%
WC
759
Waterloo Capital
Texas
$440K +$210K +2,015 +103%
Phoenix Financial
760
Phoenix Financial
Israel
$440K +$69.9K +671 +20%
MWA
761
Moser Wealth Advisors
Washington
$439K -$205K -1,965 -33%
PS
762
Planned Solutions
California
$436K -$41.4K -398 -9%
PFM
763
Phillips Financial Management
Indiana
$432K +$4.79K +46 +1%
WWP
764
WR Wealth Planners
Missouri
$431K -$199K -1,913 -33%
PCS
765
Personal CFO Solutions
New Jersey
$427K +$402K +3,858 New
HGWM
766
Horst & Graben Wealth Management
Oregon
$426K +$401K +3,853 New
JIR
767
James Investment Research
Ohio
$422K -$194K -1,861 -33%
EFG
768
Ehrlich Financial Group
California
$422K +$397K +3,813 New
ICM
769
IMS Capital Management
Oregon
$421K – – –
SAW
770
Signal Advisors Wealth
Michigan
$416K +$392K +3,762 New
EP Wealth Advisors
771
EP Wealth Advisors
California
$416K +$246K +2,365 +170%
CAM
772
Concorde Asset Management
Michigan
$415K +$391K +3,754 New
NB
773
NBT Bank
New York
$413K +$389K +3,734 New
EB
774
Exchange Bank
California
$412K -$110K -1,055 -22%
XTX Topco
775
XTX Topco
Cayman Islands
$407K +$383K +3,674 New