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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HKIMG
1026
Hutchens & Kramer Investment Management Group
Indiana
– -$456K -4,107 Closed
ACM
1027
Allred Capital Management
Texas
– -$436K -3,966 Closed
VIA
1028
Vident Investment Advisory
Georgia
– -$410K -3,730 Closed
CPO
1029
Cerity Partners OCIO
New York
– -$373K -3,387 Closed
MWM
1030
Modera Wealth Management
New Jersey
– -$362K -3,287 Closed
CIC
1031
Carnegie Investment Counsel
Ohio
– -$353K -3,210 Closed
RWIA
1032
Roger Wittlin Investment Advisory
California
– -$341K -3,105 Closed
COCM
1033
Charter Oak Capital Management
New Hampshire
– -$337K -3,062 Closed
FA
1034
Fiducient Advisors
Illinois
– -$336K -3,054 Closed
CAM
1035
Cresset Asset Management
Illinois
– -$331K -3,011 Closed
LPT
1036
Legacy Private Trust
Wisconsin
– -$325K -2,955 Closed
OR
1037
Olympiad Research
Connecticut
– -$312K -2,838 Closed
AWM
1038
Atticus Wealth Management
Florida
– -$309K -2,812 Closed
CAAS
1039
Capital Asset Advisory Services
Michigan
– -$309K -2,807 Closed
VT
1040
Vise Technologies
New York
– -$308K -2,801 Closed
FA
1041
FDx Advisors
Illinois
– -$300K -2,722 Closed
BJL
1042
Brighton Jones LLC
Washington
– -$284K -2,583 Closed
CBN
1043
Cadence Bank NA
Texas
– -$281K -2,550 Closed
OPWM
1044
Oxinas Partners Wealth Management
Indiana
– -$280K -2,547 Closed
T
1045
TCWP
Ohio
– -$280K -2,545 Closed
BRC
1046
Bell Rock Capital
Delaware
– -$275K -2,500 Closed
QFA
1047
Quattro Financial Advisors
Texas
– -$269K -2,449 Closed
LFS
1048
Lutz Financial Services
Nebraska
– -$252K -2,289 Closed
BWP
1049
Bernardo Wealth Planning
Pennsylvania
– -$248K -2,261 Closed
WCM
1050
Windham Capital Management
Massachusetts
– -$242K -2,197 Closed