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iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1076
Pin Oak Investment Advisors
Texas
$2K – – –
ICCON
1077
Investment Counsel Company of Nevada
Nevada
$1.94K +$1.97K +18 New
LIS
1078
Legacy Investment Solutions
Idaho
$1.94K -$8.1K -74 -80%
LWMI
1079
Legacy Wealth Management (Idaho)
Idaho
$1.94K -$8.1K -74 -80%
MWM
1080
MGB Wealth Management
Texas
$1.85K – – –
PFBT
1081
Parkside Financial Bank & Trust
Missouri
$1.82K – – –
CAIM
1082
Catherine Avery Investment Management
Florida
$1.82K +$1.86K +17 New
CIM
1083
Contravisory Investment Management
Massachusetts
$1.71K – – –
DJSG
1084
D.J. St. Germain
Massachusetts
$1.5K – – –
TC
1085
Truvestments Capital
Florida
$1.18K – – –
HNW
1086
High Note Wealth
Minnesota
$1.01K +$985 +9 New
GA
1087
GoalVest Advisory
New York
$748 +$766 +7 New
NRWA
1088
North Ridge Wealth Advisors
Oregon
$428 +$438 +4 New
MIM
1089
MTM Investment Management
South Carolina
$427 – – –
LFA
1090
Legend Financial Advisors
Pennsylvania
$427 +$438 +4 New
GWANC
1091
Guardian Wealth Advisors (North Carolina)
North Carolina
$66 – – –
NCM
1092
Northwest Capital Management
Oregon
$46 -$51.4K -470 Closed
LMGAM
1093
Liberty Mutual Group Asset Management
Massachusetts
– -$140M -1,239,000 Closed
VOYA Investment Management
1094
VOYA Investment Management
Georgia
– -$62.1M -549,402 Closed
BCM
1095
Brigade Capital Management
New York
– -$56.1M -512,500 Closed
SCM
1096
Stevens Capital Management
Pennsylvania
– -$50.3M -445,500 Closed
LI
1097
LVZ Inc
Michigan
– -$44.2M -391,439 Closed
SSA
1098
Schonfeld Strategic Advisors
New York
– -$40.7M -360,287 Closed
TA
1099
Townsend & Associates
Colorado
– -$37M -338,969 Closed
SG Americas Securities
1100
SG Americas Securities
New York
– -$35.3M -312,768 Closed