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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
876
Fountainhead AM
New Jersey
$204K +$204K +1,874 New
PHWM
877
Pine Harbor Wealth Management
Maryland
$201K +$869 +8 +0.4%
Procyon Advisors
878
Procyon Advisors
Connecticut
$201K -$2.83K -26 -1%
LW
879
Linscomb Wealth
Texas
$200K -$132K -1,211 -40%
CT
880
Colonial Trust
South Carolina
$196K +$29.9K +275 +18%
CPA
881
Cardiff Park Advisors
California
$195K +$1.2K +11 +0.6%
HCA
882
Heck Capital Advisors
Wisconsin
$193K +$193K +1,775 New
GAA
883
Global Assets Advisory
Florida
$193K +$195K +1,796 New
Whittier Trust
884
Whittier Trust
California
$190K -$369K -3,399 -66%
KFS
885
Kelly Financial Services
Massachusetts
$189K -$5.82M -53,543 -97%
BCMLT
886
Beacon Capital Management LLC (Tennessee)
Tennessee
$182K +$90.5K +833 +100%
Bartlett & Co Wealth Management
887
Bartlett & Co Wealth Management
Ohio
$160K -$52.6K -484 -25%
TPCM
888
Templeton & Phillips Capital Management
Tennessee
$154K +$154K +1,416 New
CA
889
Continuum Advisory
Idaho
$151K -$971K -8,932 -86%
S
890
Sachetta
Massachusetts
$149K – – –
BONH
891
Bank of New Hampshire
New Hampshire
$147K +$5K +46 +4%
FRA
892
Front Row Advisors
California
$145K +$65.5K +603 +83%
Benjamin Edwards Inc
893
Benjamin Edwards Inc
Missouri
$141K -$29.8K -274 -17%
JHCP
894
Jackson Hole Capital Partners
Oklahoma
$139K – – –
TFA
895
Transamerica Financial Advisors
Florida
$135K -$3.94M -36,220 -97%
T
896
Tidemark
California
$134K -$109 -1 -0.1%
C
897
Covestor
United Kingdom
$133K +$2.83K +26 +2%
Clearstead Advisors
898
Clearstead Advisors
Ohio
$129K – – –
WH
899
Wallace Hart
Kentucky
$128K +$127K +1,173 New
Bessemer Group
900
Bessemer Group
New Jersey
$123K -$32.1K -295 -21%