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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Larson Financial Group
776
Larson Financial Group
Missouri
$313K +$992 +9 +0.3%
PCS
777
Personal CFO Solutions
New Jersey
$313K -$13.9K -126 -4%
FA
778
Fortis Advisors
Pennsylvania
$311K +$12.6K +114 +4%
PG
779
Prostatis Group
Maryland
$311K +$2.65K +24 +0.8%
EFG
780
Elevated Financial Group
Indiana
$310K +$14.8K +134 +5%
CKAIS
781
Christensen King & Associates Investment Services
Washington
$303K -$21.9K -199 -7%
WAG
782
Winthrop Advisory Group
Massachusetts
$303K -$1.43K -13 -0.5%
PWMG
783
Pioneer Wealth Management Group
Texas
$302K +$45.3K +411 +17%
OMIC
784
Old Mission Investment Co
Michigan
$302K – – –
BBP
785
Banco BTG Pactual
Brazil
$302K +$305K +2,767 New
BIA
786
BHK Investment Advisors
Alabama
$299K +$2.1K +19 +0.7%
AWM
787
Avaii Wealth Management
Wisconsin
$299K +$10K +91 +3%
Associated Banc-Corp
788
Associated Banc-Corp
Wisconsin
$298K +$301K +2,730 New
AWAU
789
Alliance Wealth Advisors (Utah)
Utah
$296K -$349K -3,165 -54%
WE
790
Wealth Effects
Massachusetts
$296K +$5.95K +54 +2%
PI
791
PFG Investments
New York
$293K +$31K +281 +12%
Evercore Wealth Management
792
Evercore Wealth Management
New York
$292K – – –
Quantinno Capital Management
793
Quantinno Capital Management
New York
$290K +$3.53K +32 +1%
OA
794
Operose Advisors
Wisconsin
$290K +$331 +3 +0.1%
BPW
795
BlueDoor Private Wealth
Massachusetts
$290K – – –
Vident Advisory
796
Vident Advisory
Georgia
$289K -$171K -1,550 -37%
CWMK
797
Caliber Wealth Management (Kansas)
Kansas
$288K -$20.6K -187 -7%
Daymark Wealth Partners
798
Daymark Wealth Partners
Ohio
$288K -$19.2K -174 -6%
RIS
799
Richmond Investment Services
Wisconsin
$288K +$291K +2,639 New
UAS
800
United Asset Strategies
New York
$286K +$772 +7 +0.3%