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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
McNaughton Wealth Management
California
$202K -$1.3M -12,285 -86%
GWM
852
Gray Wealth Management
Maine
$202K -$5.17K -49 -2%
SFG
853
StrategIQ Financial Group
Indiana
$201K – – –
WC
854
Waterloo Capital
Texas
$200K -$370K -3,512 -64%
IAA
855
Independent Advisor Alliance
North Carolina
$200K +$207K +1,961 New
BCWM
856
Bartlett & Co Wealth Management
Ohio
$199K -$2.11K -20 -1%
BC
857
Bartlett & Co
Ohio
$199K -$2.11K -20 -1%
APC
858
Aspire Private Capital
North Carolina
$196K +$169K +1,606 +503%
OIA
859
Optimum Investment Advisors
Illinois
$186K +$316 +3 +0.2%
TFGT
860
TS Financial Group (TSFG)
Illinois
$174K -$9.07K -86 -5%
OLVIG
861
Oliver Lagore Vanvalin Investment Group
Michigan
$173K +$160K +1,518 +877%
BFEC
862
Benjamin F. Edwards & Company
Missouri
$169K +$25.5K +242 +17%
CSPIA
863
Cary Street Partners Investment Advisory
Virginia
$163K +$3.02M +28,623 +3,852%
SC
864
Solstein Capital
California
$161K – – –
BEI
865
Benjamin Edwards Inc
Missouri
$160K – – –
HL
866
HeadInvest LLC
Maine
$152K +$159K +1,512 New
SIS
867
Strategic Investment Solutions
Illinois
$152K +$150K +1,426 +6,200%
EWA
868
EP Wealth Advisors
California
$142K +$147K +1,392 New
EWA
869
EverSource Wealth Advisors
Alabama
$132K +$98.7K +936 +262%
FRA
870
Front Row Advisors
California
$131K -$27.9K -265 -17%
KC
871
Kenfarb & Co
Kentucky
$126K – – –
WPA
872
West Paces Advisors
Georgia
$126K -$1.48K -14 -1%
CSC
873
Caldwell Sutter Capital
California
$124K – – –
CA
874
Clearstead Advisors
Ohio
$124K -$16.3K -155 -11%
Bessemer Group
875
Bessemer Group
New Jersey
$120K -$44.2K -419 -26%