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iShares Broad USD Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
126
Csenge Advisory Group
Florida
$1.25M +$196K +3,984 +18%
VVP
127
Venture Visionary Partners
Ohio
$1.23M -$1.33K -27 -0.1%
FGAM
128
Financial Gravity Asset Management
Texas
$1.16M +$9.74K +198 +1,800%
KPWS
129
Kestra Private Wealth Services
Texas
$1.13M -$157K -3,196 -12%
CCFCSB
130
Cape Cod Five Cents Savings Bank
Massachusetts
$1.12M +$837K +17,020 +272%
AWM
131
Apollon Wealth Management
South Carolina
$1.06M +$150K +3,044 +16%
MSWMA
132
Market Street Wealth Management Advisors
Indiana
$1.05M -$118K -2,394 -10%
FIA
133
Foundations Investment Advisors
Arizona
$1.04M +$123K +2,494 +13%
PIMG
134
Patriot Investment Management Group
Tennessee
$955K +$6.89K +140 +0.7%
FWIA
135
Fort Washington Investment Advisors
Ohio
$945K +$380K +7,730 +65%
KC
136
Kingfisher Capital
North Carolina
$944K -$24.5K -497 -2%
EWA
137
EverSource Wealth Advisors
Alabama
$905K +$167K +3,391 +22%
LSA
138
Lion Street Advisors
Texas
$873K -$123K -2,493 -12%
IWC
139
Integrated Wealth Concepts
Massachusetts
$858K +$67.4K +1,370 +8%
NA
140
NewEdge Advisors
Louisiana
$840K -$163K -3,319 -16%
SCM
141
Seascape Capital Management
New Hampshire
$834K +$541 +11 +0.1%
AWM
142
Alterna Wealth Management
Texas
$830K
PIM
143
Penobscot Investment Management
Massachusetts
$815K +$834K +16,950 New
CA
144
Continuum Advisory
Idaho
$812K +$120K +2,447 +17%
SWP
145
ShoreHaven Wealth Partners
New Jersey
$808K +$827K +16,810 New
WA
146
Wealthstar Advisors
Texas
$804K -$45.1K -916 -5%
MBT
147
Montecito Bank & Trust
California
$790K -$972K -19,746 -55%
CFA
148
Cahill Financial Advisors
Minnesota
$769K +$61.8K +1,255 +9%
SFS
149
Security Financial Services
Indiana
$762K +$48.3K +982 +7%
BOSSRA
150
B.O.S.S. Retirement Advisors
Utah
$758K +$76.5K +1,555 +11%