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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
776
Lake Street Private Wealth
Illinois
$394K -$353K -2,653 -47%
I2I
777
Insight 2811 Inc
Illinois
$391K +$107K +806 +38%
SCA
778
Scott Capital Advisors
Oregon
$389K +$390K +2,936 New
RPWA
779
Regent Peak Wealth Advisors
Georgia
$387K -$62.7K -472 -14%
HA
780
Hofer & Associates
California
$385K +$387K +2,909 New
BWM
781
BerganKDV Wealth Management
Minnesota
$383K
EA
782
Emerald Advisors
Washington
$382K -$6.79M -51,104 -95%
OPWM
783
Oxinas Partners Wealth Management
Indiana
$379K -$313K -2,353 -45%
SBIA
784
Sheaff Brock Investment Advisors
Indiana
$379K
SWA
785
SOA Wealth Advisors
New York
$379K +$3.19K +24 +0.8%
LA
786
LexAurum Advisors
Kansas
$377K -$54.8K -412 -13%
FIA
787
Foundations Investment Advisors
Arizona
$375K -$206K -1,548 -35%
LFS
788
Lutz Financial Services
Nebraska
$372K +$1.46K +11 +0.4%
OWA
789
Octavia Wealth Advisors
Ohio
$370K +$371K +2,794 New
CT
790
Caldwell Trust
Florida
$367K +$1.86K +14 +0.5%
PPA
791
Parametric Portfolio Associates
Washington
$365K +$111K +837 +44%
VCA
792
Verdence Capital Advisors
Maryland
$364K +$1.2K +9 +0.3%
BCA
793
Bernzott Capital Advisors
California
$360K
PMFA
794
Plante Moran Financial Advisors
Michigan
$360K +$1.46K +11 +0.4%
CFA
795
Carroll Financial Associates
North Carolina
$359K -$217K -1,634 -38%
SMC
796
Smith, Moore & Co
Missouri
$357K -$43.6K -328 -11%
JAM
797
JCIC Asset Management
Ontario, Canada
$357K -$5.98K -45 -2%
IWM
798
IHT Wealth Management
Illinois
$355K -$212K -1,592 -37%
GCAC
799
Guardian Capital Advisors (Canada)
Ontario, Canada
$351K
OIA
800
Optimum Investment Advisors
Illinois
$349K -$1.73K -13 -0.5%