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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1076
Plante Moran Financial Advisors
Michigan
$5.2K -$249K -2,389 -98%
HR
1077
Howe & Rusling
New York
$4.98K -$27.7K -266 -86%
GWMIA
1078
Global Wealth Management Investment Advisory
Florida
$4.98K – – –
MRCM
1079
M&R Capital Management
New Jersey
$4.43K – – –
VWM
1080
Valley Wealth Managers
New Jersey
$4.43K – – –
AWM
1081
Able Wealth Management
New Jersey
$4.36K +$4.06K +39 New
RWPA
1082
Richard W. Paul & Associates
Michigan
$4.32K – – –
IRC
1083
Investors Research Corp
Georgia
$4.21K – – –
VF
1084
VitalStone Financial
Texas
$4K -$1.28M -12,256 -100%
TAM
1085
Tucker Asset Management
Colorado
$3.32K – – –
AWA
1086
Alaska Wealth Advisors
Alaska
$2.99K -$833 -8 -23%
PAIM
1087
Punch & Associates Investment Management
Minnesota
$2.77K -$937 -9 -26%
SIS
1088
Strategic Investment Solutions
Illinois
$2.58K -$149K -1,426 -98%
OHWP
1089
Oak Harbor Wealth Partners
North Carolina
$2.54K – – –
FUBT
1090
First United Bank & Trust
Maryland
$2.21K +$2.08K +20 New
POIA
1091
Pin Oak Investment Advisors
Texas
$2K – – –
HDIM
1092
Hanson & Doremus Investment Management
Vermont
$2K +$2.19K +21 New
MWM
1093
MGB Wealth Management
Texas
$1.83K +$1.77K +17 New
CIM
1094
Contravisory Investment Management
Massachusetts
$1.77K – – –
AGWCA
1095
Annis Gardner Whiting Capital Advisors
Florida
$1.66K – – –
FPF
1096
First Pacific Financial
Washington
$1.66K +$1.56K +15 New
TCM
1097
Tradewinds Capital Management
Washington
$1.66K +$1.56K +15 New
FCAS
1098
First Command Advisory Services
Texas
$1.55K – – –
CPA
1099
Clear Point Advisors
New York
$1.51K +$1.46K +14 New
PA
1100
PSI Advisors
Florida
$1.11K – – –