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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
826
Blalock Williams
Alabama
$262K +$269K +2,454 New
HGWM
827
Horst & Graben Wealth Management
Oregon
$261K -$59.5K -544 -18%
FDCDDQ
828
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$109 +1 +0%
CWP
829
Cyndeo Wealth Partners
Florida
$258K +$109 +1 +0%
NW
830
Naviter Wealth
Arkansas
$258K – – –
GJIA
831
Glass Jacobson Investment Advisors
Maryland
$258K +$169K +1,542 +177%
Invesco
832
Invesco
Georgia
$257K -$1.1M -10,009 -81%
WE
833
Wealth Effects
Massachusetts
$257K +$6.24K +57 +2%
AF
834
Apexium Financial
Texas
$252K -$52.3K -478 -17%
TM
835
TigerOak Management
New Mexico
$249K +$255K +2,330 New
CD
836
Chapin Davis
Maryland
$248K – – –
SWM
837
Spire Wealth Management
Virginia
$248K +$108K +988 +74%
DBIA
838
Dumont & Blake Investment Advisors
New Jersey
$247K – – –
WAG
839
Wheelhouse Advisory Group
Missouri
$246K -$43.5K -398 -15%
RSWM
840
Robertson Stephens Wealth Management
California
$245K +$1.31K +12 +0.5%
AWA
841
Aquire Wealth Advisors
Utah
$244K -$83.8K -766 -25%
BEI
842
Benjamin Edwards Inc
Missouri
$244K – – –
PI
843
PFG Investments
New York
$242K +$16K +146 +7%
AT
844
American Trust
Kentucky
$238K +$244K +2,232 New
CFB
845
Cullen/Frost Bankers
Texas
$237K -$7.22K -66 -3%
RSC
846
Red Spruce Capital
Pennsylvania
$236K -$8.75K -80 -3%
TYCC
847
Texas Yale Capital Corp
Florida
$236K – – –
HIA
848
Harbor Investment Advisory
Maryland
$232K – – –
RCAG
849
Rehmann Capital Advisory Group
Michigan
$232K +$238K +2,171 New
SAG
850
SageView Advisory Group
California
$231K -$32.4K -296 -12%