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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDWCC
801
B&D White Capital Company
Texas
$372K -$738K -5,544 -66%
SBIA
802
Sheaff Brock Investment Advisors
Indiana
$372K
Koshinski Asset Management
803
Koshinski Asset Management
Illinois
$370K -$1.6K -12 -0.4%
VSWA
804
Vontobel Swiss Wealth Advisors
Switzerland
$368K -$3.99K -30 -1%
VCA
805
Verdence Capital Advisors
Maryland
$367K -$1.49M -11,224 -80%
Bessemer Group
806
Bessemer Group
New Jersey
$367K
SMC
807
Smith, Moore & Co
Missouri
$363K +$665 +5 +0.2%
VCM
808
Verde Capital Management
Michigan
$363K +$8.38K +63 +2%
LFS
809
Lutz Financial Services
Nebraska
$362K -$3.59K -27 -1%
GAM
810
Grandview Asset Management
Pennsylvania
$361K +$665 +5 +0.2%
WA
811
Wealth Alliance
New York
$359K -$450K -3,379 -55%
BCA
812
Bernzott Capital Advisors
California
$354K
JCM
813
Jag Capital Management
Missouri
$352K +$53.2K +400 +17%
CWA
814
Clearview Wealth Advisors
Oregon
$351K +$136K +1,022 +61%
BSB
815
Bangor Savings Bank
Maine
$350K
HWMA
816
Heritage Wealth Management (Arizona)
Arizona
$347K +$355K +2,666 New
OIA
817
Optimum Investment Advisors
Illinois
$337K -$241K -1,815 -41%
NRI
818
NFP Retirement Inc
California
$334K -$80K -601 -19%
RSC
819
Red Spruce Capital
Pennsylvania
$333K
CBN
820
Cadence Bank NA
Texas
$332K
OCPWS
821
One Charles Private Wealth Services
Massachusetts
$329K +$336K +2,529 New
AMIM
822
Aull & Monroe Investment Management
Alabama
$325K -$63.5K -477 -16%
JC
823
Jentner Corp
Ohio
$325K
FIB
824
First Interstate Bancsystem
Montana
$325K +$332K +2,497 New
BFM
825
Boothbay Fund Management
New York
$325K +$333K +2,500 New