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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
251
Destiny Wealth Partners
Florida
$253K
OC
252
Oppenheimer & Co
New York
$251K +$239K +4,902 New
CWS
253
Cypress Wealth Services
California
$251K +$238K +4,887 New
GFG
254
Goldstone Financial Group
Illinois
$250K +$4.59K +94 +2%
ACIM
255
Azimuth Capital Investment Management
Michigan
$249K +$23.4K +480 +11%
Pathstone Holdings
256
Pathstone Holdings
New Jersey
$248K +$236K +4,843 New
ECM
257
Evergreen Capital Management
Washington
$248K
B
258
Bellecapital
Switzerland
$245K
JIR
259
James Investment Research
Ohio
$244K
SCG
260
Sonata Capital Group
Washington
$242K
OLVIG
261
Oliver Lagore Vanvalin Investment Group
Michigan
$240K -$341K -6,982 -60%
Thrivent Financial for Lutherans
262
Thrivent Financial for Lutherans
Minnesota
$237K +$226K +4,633 New
VC
263
Veery Capital
Delaware
$226K
AAS
264
Avantax Advisory Services
Texas
$220K -$104K -2,132 -33%
BRWA
265
B. Riley Wealth Advisors
Florida
$219K -$40.6K -832 -16%
CSPIA
266
Cary Street Partners Investment Advisory
Virginia
$219K -$151K -3,098 -42%
PCS
267
Private Client Services
Kentucky
$219K +$208K +4,272 New
FA
268
FSA Advisors
Michigan
$218K +$208K +4,260 New
SI
269
Stephens Inc
Arkansas
$216K +$206K +4,217 New
TC
270
TownSquare Capital
Utah
$211K -$176K -3,604 -47%
RF
271
RHS Financial
California
$209K -$135K -2,758 -40%
CAPTRUST Financial Advisors
272
CAPTRUST Financial Advisors
North Carolina
$204K +$194K +3,977 New
QPWM
273
Quadrant Private Wealth Management
Pennsylvania
$202K +$192K +3,942 New
FWI
274
Facet Wealth Inc
Maryland
$201K +$193K +3,951 New
SAM
275
Smartleaf Asset Management
Massachusetts
$192K +$182K +3,740 New