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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
801
Harbor Investment Advisory
Maryland
$283K
CFA
802
Camarda Financial Advisors
Florida
$283K +$25.6K +232 +10%
FWA
803
FSM Wealth Advisors
Ohio
$279K +$283K +2,563 New
NP
804
NorthRock Partners
Minnesota
$279K +$282K +2,560 New
FDW
805
Fourth Dimension Wealth
Ohio
$277K -$33.6K -305 -11%
CTA
806
Chesley Taft & Associates
Illinois
$275K -$60.6K -550 -18%
MFG
807
Magnus Financial Group
New York
$272K -$785K -7,118 -74%
SCP
808
Sandhill Capital Partners
New York
$272K -$13.3K -121 -5%
AFA
809
Amicus Financial Advisors
Texas
$272K +$3.64K +33 +1%
FL
810
FreeGulliver LLC
Louisiana
$271K -$7.94K -72 -3%
PCM
811
Prelude Capital Management
New York
$271K -$566K -5,132 -67%
SWP
812
Summit Wealth Partners
Florida
$269K +$9.15K +83 +3%
CFB
813
Cullen/Frost Bankers
Texas
$269K
DC
814
Davenport & Co
Virginia
$266K -$24.6K -223 -8%
JEST
815
JTC Employer Solutions Trustee
Jersey
$262K
IWA
816
Icon Wealth Advisors
Texas
$261K +$2.54K +23 +1%
RIM
817
Redwood Investment Management
Arizona
$260K -$44.5K -404 -14%
VWWMG
818
Vermillion & White Wealth Management Group
Pennsylvania
$259K -$23.9K -217 -8%
MSWMA
819
Market Street Wealth Management Advisors
Indiana
$259K -$15.1K -137 -5%
SI
820
Shaker Investments
Ohio
$257K +$260K +2,354 New
MFS
821
Madrid Financial Services
California
$257K -$2.64M -23,984 -91%
WCP
822
Wick Capital Partners
Pennsylvania
$256K
EAM
823
Empirical Asset Management
Massachusetts
$255K +$110 +1 +0%
TA
824
TPG Advisors
Illinois
$253K
SMDAM
825
Sumitomo Mitsui DS Asset Management
Japan
$253K -$130K -1,180 -34%