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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LS
776
Leelyn Smith
Illinois
$411K -$2.93K -22 -0.7%
BAM
777
Baldrige Asset Management
Pennsylvania
$409K +$25.9K +195 +7%
FWM
778
Frontier Wealth Management
Missouri
$409K +$185K +1,394 +80%
DBIA
779
Dumont & Blake Investment Advisors
New Jersey
$408K -$2K -15 -0.5%
DFG
780
Demars Financial Group
Washington
$408K +$39.5K +297 +10%
BTWM
781
Baker Tilly Wealth Management
Wisconsin
$405K -$81K -609 -16%
NAG
782
Northstar Advisory Group
New Jersey
$402K
TA
783
TrueWealth Advisors
Alabama
$402K +$408K +3,066 New
Parallax Volatility Advisers
784
Parallax Volatility Advisers
California
$401K -$38.3M -287,661 -99%
JSL
785
JT Stratford LLC
Georgia
$399K +$12.1K +91 +3%
3LCM
786
3D/L Capital Management
Connecticut
$398K +$407K +3,060 New
AA
787
Altman Advisors
Illinois
$397K +$93.3K +701 +30%
MWP
788
Moller Wealth Partners
$395K
OPS
789
Orion Portfolio Solutions
Nebraska
$395K +$154K +1,159 +62%
SBH
790
Segall Bryant & Hamill
Illinois
$392K -$23.3K -175 -6%
NFC
791
Northeast Financial Consultants
Connecticut
$392K
WDC
792
Woodward Diversified Capital
California
$390K +$399K +2,999 New
HIM
793
Hanlon Investment Management
New Jersey
$388K -$1.95M -14,668 -83%
TFS
794
Thoroughbred Financial Services
Tennessee
$385K -$95.1K -715 -19%
CIAS
795
CBIZ Investment Advisory Services
Ohio
$384K
FCCM
796
First City Capital Management
Georgia
$381K
SWA
797
SOA Wealth Advisors
New York
$380K -$1.73K -13 -0.4%
GSEP
798
Golden State Equity Partners
California
$378K -$1.2M -9,048 -76%
BWM
799
BerganKDV Wealth Management
Minnesota
$375K
AA
800
Ancora Advisors
Ohio
$373K -$312K -2,344 -45%