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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
851
Berkshire Asset Management
Pennsylvania
$215K – – –
PP
852
Paloma Partners
Connecticut
$215K +$210K +1,900 New
GAG
853
GM Advisory Group
New York
$213K -$128K -1,159 -38%
HCP
854
Hexagon Capital Partners
Arkansas
$211K -$3.76K -34 -2%
PA
855
Procyon Advisors
Connecticut
$211K +$206K +1,866 New
CA
856
Continuum Advisory
Idaho
$211K +$13.7K +124 +7%
HAM
857
Harmony Asset Management
Arizona
$209K +$204K +1,847 New
RFS
858
Richardson Financial Services
Massachusetts
$207K – – –
WWP
859
WR Wealth Planners
Missouri
$207K -$63.5K -574 -24%
CFG
860
Citizens Financial Group
Rhode Island
$206K +$201K +1,821 New
OC
861
Optimas Capital
Hong Kong
$205K +$201K +1,818 New
FA
862
Fountainhead AM
New Jersey
$205K -$9.4K -85 -4%
Bank of Nova Scotia
863
Bank of Nova Scotia
Ontario, Canada
$203K -$18.5K -167 -8%
CPA
864
Cardiff Park Advisors
California
$203K -$443 -4 -0.2%
FHC
865
First Heartland Consultants
Missouri
$202K -$2.01M -18,208 -91%
PWMG
866
Pioneer Wealth Management Group
Texas
$201K +$197K +1,778 New
PHWM
867
Pine Harbor Wealth Management
Maryland
$200K +$196K +1,770 New
CT
868
Colonial Trust
South Carolina
$197K – – –
BONH
869
Bank of New Hampshire
New Hampshire
$188K +$34.9K +315 +23%
HWM
870
HighMark Wealth Management
Minnesota
$168K +$165K +1,487 New
BCWM
871
Bartlett & Co Wealth Management
Ohio
$167K -$2.88K -26 -2%
TPCM
872
Templeton & Phillips Capital Management
Tennessee
$160K – – –
WAM
873
Wolverine Asset Management
Illinois
$158K +$155K +1,400 New
SWM
874
Spire Wealth Management
Virginia
$150K -$10.1K -91 -6%
JHCP
875
Jackson Hole Capital Partners
Oklahoma
$145K – – –