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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1001
Thompson Investment Management
Wisconsin
$12.4K – – –
PSB
1002
Piscataqua Savings Bank
New Hampshire
$12.4K – – –
TCM
1003
Tradewinds Capital Management
Washington
$11.5K +$11.3K +102 New
NPP
1004
New Potomac Partners
Maryland
$11.3K +$11.1K +100 New
LIS
1005
Legacy Investment Solutions
Idaho
$9.96K +$10.2K +92 New
LWMI
1006
Legacy Wealth Management (Idaho)
Idaho
$9.96K +$10.2K +92 New
JAM
1007
JCIC Asset Management
Ontario, Canada
$9.6K – – –
IUHSA
1008
Itau Unibanco Holding S.A.
Brazil
$8.47K – – –
ADL
1009
Asset Dedication LLC
California
$8.02K – – –
AFWM
1010
Abich Financial Wealth Management
Virginia
$7.8K -$59.4K -537 -89%
FDCP
1011
Foster Dykema Cabot & Partners
Massachusetts
$7.8K – – –
SWC
1012
Spectrum Wealth Counsel
Indiana
$7.57K -$14.7K -133 -67%
BIM
1013
Breakwater Investment Management
Washington
$7.46K – – –
BTC
1014
Bank & Trust Company
Illinois
$7.34K – – –
DFA
1015
DHJJ Financial Advisors
Illinois
$6.78K -$6.75K -61 -50%
FWP
1016
FAS Wealth Partners
Kansas
$5.88K -$13.2K -119 -70%
HMS
1017
Hanseatic Management Services
New Mexico
$5.88K – – –
PMFA
1018
Plante Moran Financial Advisors
Michigan
$5.31K – – –
SFC
1019
SYM Financial Corp
Indiana
$5.08K – – –
WT
1020
Washington Trust
Rhode Island
$4.75K – – –
MFA
1021
Morling Financial Advisors
California
$4.75K +$4.65K +42 New
PFG
1022
Peterson Financial Group
Iowa
$4.68K +$4.54K +41 New
RWPA
1023
Richard W. Paul & Associates
Michigan
$4.41K – – –
PAIM
1024
Punch & Associates Investment Management
Minnesota
$4.18K – – –
MRCM
1025
M&R Capital Management
New Jersey
$3.95K – – –