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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$17.9M +$18.7M +157,525 New
KIM
77
Karpus Investment Management
New York
$17.6M +$18.4M +154,885 New
SAS
78
Sage Advisory Services
Texas
$17.2M +$18M +151,132 New
LI
79
Longer Investments
Arkansas
$16.5M +$17.3M +145,168 New
FAAS
80
First Allied Advisory Services
California
$16.4M +$17.1M +144,175 New
SL
81
Summitry LLC
California
$15.8M +$16.5M +138,601 New
Comerica Bank
82
Comerica Bank
Texas
$15.7M +$16.4M +138,027 New
ZIM
83
Zacks Investment Management
Illinois
$15.6M +$16.3M +137,056 New
QCMNJ
84
Quantum Capital Management (New Jersey)
New Jersey
$15.5M +$16.2M +136,400 New
Natixis Advisors
85
Natixis Advisors
Massachusetts
$15.3M +$16M +134,438 New
B
86
Baird
Wisconsin
$15.1M +$15.8M +132,828 New
FA
87
FDx Advisors
Illinois
$15.1M +$15.7M +132,423 New
V
88
Veritable
Delaware
$14.9M +$15.6M +131,117 New
CCG
89
Cypress Capital Group
Florida
$14.4M +$15.1M +126,584 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$13.6M +$14.2M +119,669 New
PI
91
Placemark Investments
Illinois
$13.2M +$13.8M +116,437 New
PPA
92
Parametric Portfolio Associates
Washington
$13M +$13.6M +114,257 New
AIA
93
Alerus Investment Advisors
Minnesota
$12.8M +$13.4M +112,936 New
BIM
94
Bridgecreek Investment Management
Oklahoma
$12.7M +$13.3M +112,180 New
LPT
95
Legacy Private Trust
Wisconsin
$12.6M +$13.2M +110,810 New
TAT
96
TD Ameritrade Trust
Colorado
$12.5M +$13M +109,629 New
QA
97
Quantitative Advantage
Minnesota
$12M +$12.5M +105,449 New
Federated Hermes
98
Federated Hermes
Pennsylvania
$11.9M +$12.5M +105,090 New
AFS
99
Aft Forsyth & Sober
Florida
$11.7M +$12.3M +103,150 New
LTFS
100
Ladenburg Thalmann Financial Services
Florida
$11.2M +$11.7M +98,639 New