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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFC
776
Adaptive Financial Consulting
Ohio
$560K -$18.9K -139 -3%
FPCG
777
Fort Pitt Capital Group
Pennsylvania
$560K +$136 +1 +0%
SIM
778
Symetra Investment Management
Connecticut
$553K
CFA
779
Carroll Financial Associates
North Carolina
$551K +$2.18K +16 +0.4%
LPIC
780
LeJeune Puetz Investment Counsel
Michigan
$545K +$136 +1 +0%
WSFS
781
Wilmington Savings Fund Society
Delaware
$543K
VAM
782
Verity Asset Management
North Carolina
$538K -$144K -1,058 -21%
JWCA
783
J.W. Coons Advisors
Ohio
$536K -$14.3K -105 -3%
ACA
784
Affinity Capital Advisors
California
$534K
HIA
785
Harbor Investment Advisory
Maryland
$533K +$95.6K +702 +22%
UFA
786
US Financial Advisors
Massachusetts
$532K +$525K +3,855 New
Members Trust
787
Members Trust
Florida
$531K +$130K +952 +33%
ICM
788
IMS Capital Management
Oregon
$525K
PJSIMP
789
P.J. Schmidt Investment Management (PJS)
Wisconsin
$519K -$6.67K -49 -1%
CNBTD
790
Citizens National Bank Trust Department
Mississippi
$518K
BTWM
791
Baker Tilly Wealth Management
Wisconsin
$514K +$507K +3,724 New
LGA
792
Lebenthal Global Advisors
New York
$513K +$507K +3,720 New
Squarepoint
793
Squarepoint
New York
$511K -$3.27K -24 -0.6%
TFS
794
Thoroughbred Financial Services
Tennessee
$508K
KFS
795
Kelly Financial Services
Massachusetts
$507K +$272K +1,996 +119%
HIS
796
Horizon Investment Services
Indiana
$500K -$37.7K -277 -7%
TCWA
797
Ten Capital Wealth Advisors
Washington
$496K +$489K +3,592 New
BA
798
Ballew Advisors
Mississippi
$495K +$53.9K +396 +12%
CSIC
799
Clifford Swan Investment Counsel
California
$490K +$74.9K +550 +18%
MGWM
800
Marks Group Wealth Management
Minnesota
$489K +$49.4K +363 +11%