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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
226
GC Wealth Management RIA
Massachusetts
$357K +$340K +6,967 New
FPAS
227
Focus Partners Advisor Solutions
Missouri
$356K -$89.5K -1,834 -21%
JWCA
228
J.W. Cole Advisors
Florida
$346K +$85.5K +1,753 +35%
IIA
229
IPG Investment Advisors
California
$334K +$318K +6,518 New
CPL
230
CAP Partners LLC
Tennessee
$332K +$316K +6,477 New
FPCP
231
Fort Point Capital Partners
California
$326K +$90.4K +1,853 +41%
MWM
232
Modern Wealth Management
Kansas
$325K +$309K +6,342 New
SC
233
Scotia Capital
Ontario, Canada
$318K -$26.1K -535 -8%
CWP
234
Cyndeo Wealth Partners
Florida
$317K +$302K +6,183 New
AWA
235
Arkadios Wealth Advisors
Georgia
$316K +$18.6K +382 +7%
CPIG
236
Chicago Partners Investment Group
Illinois
$303K +$292K +5,982 New
FA
237
Flagstar Advisors
New York
$301K +$34K +696 +13%
HIM
238
Hanlon Investment Management
New Jersey
$299K -$106K -2,180 -27%
LA
239
Lane & Associates
New Jersey
$294K +$14.6K +300 +6%
WEG
240
World Equity Group
Illinois
$283K -$2.83K -58 -1%
GT
241
Greenleaf Trust
Michigan
$283K -$222K -4,556 -45%
RCM
242
Radnor Capital Management
Pennsylvania
$275K – – –
SS
243
Simplicity Solutions
Minnesota
$273K +$5.76K +118 +2%
IA
244
IFG Advisory
Georgia
$270K +$257K +5,273 New
CAI
245
Capital Advisors Inc
Oklahoma
$266K -$31.5M -644,893 -99%
SAI
246
Savvy Advisors Inc
New York
$264K +$252K +5,157 New
BSW
247
Buckingham Strategic Wealth
Missouri
$263K +$250K +5,132 New
TCM
248
TD Capital Management
Tennessee
$259K -$2.54K -52 -1%
CA
249
Clearstead Advisors
Ohio
$258K -$380K -7,791 -61%
NCM
250
Noesis Capital Mangement
Florida
$254K – – –
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