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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
851
Zhang Financial
Michigan
$281K +$283K +2,546 New
NWMG
852
National Wealth Management Group
Ohio
$277K +$279K +2,511 New
MSWMA
853
Market Street Wealth Management Advisors
Indiana
$276K -$15.7K -141 -5%
PCM
854
Parsons Capital Management
Rhode Island
$272K -$391K -3,521 -59%
CFB
855
Cullen/Frost Bankers
Texas
$272K +$5.56K +50 +2%
AFA
856
Amicus Financial Advisors
Texas
$271K +$274K +2,462 New
CIAS
857
Capital Investment Advisory Services
North Carolina
$269K -$102K -914 -27%
SVWG
858
Shared Vision Wealth Group
United States
$266K -$106K -954 -28%
DCM
859
Dimension Capital Management
Florida
$266K – – –
PI
860
PFG Investments
New York
$265K -$2.45K -22 -0.9%
JEST
861
JTC Employer Solutions Trustee
Jersey
$265K – – –
SWP
862
Summit Wealth Partners
Florida
$263K -$72.6K -653 -22%
IWA
863
Icon Wealth Advisors
Texas
$262K -$17.6K -158 -6%
OCA
864
OpenArc Corporate Advisory
Georgia
$261K +$263K +2,368 New
CFA
865
Camarda Financial Advisors
Florida
$260K -$52.8K -475 -17%
PWMG
866
Pioneer Wealth Management Group
Texas
$260K -$5.22K -47 -2%
WCP
867
Wick Capital Partners
Pennsylvania
$259K – – –
AT
868
American Trust
Kentucky
$258K +$2.22K +20 +0.9%
EAM
869
Empirical Asset Management
Massachusetts
$257K -$27.5K -247 -10%
TA
870
TPG Advisors
Illinois
$256K +$8.34K +75 +3%
PWG
871
Portside Wealth Group
Utah
$256K -$93.5K -841 -27%
TI
872
Tidal Investments
Wisconsin
$255K -$29.2K -263 -10%
DBIA
873
Dumont & Blake Investment Advisors
New Jersey
$254K – – –
RSWM
874
Robertson Stephens Wealth Management
California
$251K – – –
RPG
875
Risk Paradigm Group
Texas
$249K +$252K +2,264 New