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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
751
Resurgent Financial Advisors
Georgia
$348K +$41.2K +374 +13%
1SB
752
1ST Source Bank
Indiana
$346K +$350K +3,175 New
GTS Securities
753
GTS Securities
Florida
$344K -$3.33M -30,233 -91%
SWIM
754
Smallwood Wealth Investment Management
New Jersey
$344K -$143K -1,297 -29%
Sagespring Wealth Partners
755
Sagespring Wealth Partners
Tennessee
$343K +$145K +1,314 +72%
PFM
756
Peak Financial Management
Massachusetts
$341K -$14.2K -129 -4%
Western Wealth Management
757
Western Wealth Management
Colorado
$340K +$55.5K +503 +19%
Mission Wealth Management
758
Mission Wealth Management
California
$338K -$3.31K -30 -1%
RIP
759
Reliant Investment Partners
North Carolina
$337K +$27.9K +253 +9%
MP
760
McDonald Partners
Ohio
$335K -$441K -4,000 -57%
CB
761
CNB Bank
Pennsylvania
$330K +$30.2K +274 +10%
Belpointe Asset Management
762
Belpointe Asset Management
Nevada
$330K -$574K -5,202 -63%
Csenge Advisory Group
763
Csenge Advisory Group
Florida
$329K -$83.1K -754 -20%
RFWA
764
RPg Family Wealth Advisory
Massachusetts
$329K -$1.32K -12 -0.4%
Facet Wealth Inc
765
Facet Wealth Inc
Maryland
$329K +$333K +3,016 New
KWS
766
Keystone Wealth Services
California
$328K -$738K -6,693 -69%
GFG
767
Genesis Financial Group
New Jersey
$324K +$18.7K +170 +6%
TM
768
TigerOak Management
New Mexico
$323K +$85.6K +776 +36%
CFO
769
CVA Family Office
Colorado
$322K -$9.92K -90 -3%
MCWA
770
Meadow Creek Wealth Advisors
Georgia
$321K -$1.1K -10 -0.3%
FCFC
771
First Commonwealth Financial Corp
Pennsylvania
$321K -$14.8K -134 -4%
TWM
772
TSA Wealth Management
Texas
$320K -$4.52K -41 -1%
NAS
773
NWF Advisory Services
California
$320K +$331 +3 +0.1%
AA
774
Armis Advisers
Georgia
$315K – – –
Valeo Financial Advisors
775
Valeo Financial Advisors
Indiana
$314K +$88.4K +802 +39%