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iShares Broad USD Investment Grade Corporate Bond ETF
USIG

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$1.39M +$282K +5,501 +25%
FSWA
152
Financial Synergies Wealth Advisors
Texas
$1.35M +$431K +8,409 +46%
C
153
Croban
Ohio
$1.34M +$1.37M +26,722 New
BOSSRA
154
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.1M +21,567 +491%
P
155
&Partners
Tennessee
$1.3M +$185K +3,617 +16%
SFS
156
Sowell Financial Services
Arkansas
$1.3M +$392K +7,657 +42%
WA
157
WBH Advisory
Maryland
$1.29M +$83.6K +1,633 +7%
CWMGP
158
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.28M -$1.19M -23,240 -48%
PIMG
159
Patriot Investment Management Group
Tennessee
$1.26M – – –
PWM
160
Pines Wealth Management
North Carolina
$1.25M +$1.28M +25,085 New
GI
161
GLOBALT Investments
Georgia
$1.24M -$36.4K -710 -3%
APWM
162
Anchor Pointe Wealth Management
Missouri
$1.21M +$1.23M +24,079 New
VVP
163
Venture Visionary Partners
Ohio
$1.18M -$41.8K -817 -3%
DI
164
Diligent Investors
California
$1.14M -$81.9K -1,599 -7%
SA
165
Sovran Advisors
California
$1.13M +$1.17M +22,828 New
TA
166
TFB Advisors
Kansas
$1.11M +$255K +4,984 +29%
GSEP
167
Golden State Equity Partners
California
$1.11M +$1.13M +22,094 New
AIM
168
Advyzon Investment Management
Illinois
$1.1M +$1.12M +21,868 New
LSA
169
Lion Street Advisors
Texas
$1.06M -$32.4K -633 -3%
LIM
170
Leavell Investment Management
Alabama
$1.06M -$304K -5,938 -22%
PS
171
Principal Securities
Iowa
$1.01M +$113K +2,201 +12%
PIM
172
Penobscot Investment Management
Massachusetts
$1M -$20K -391 -2%
IWC
173
Integrated Wealth Concepts
Massachusetts
$988K -$36.2K -707 -3%
PAS
174
Park Avenue Securities
New York
$988K -$259K -5,058 -20%
FIA
175
Foundations Investment Advisors
Arizona
$949K -$185K -3,603 -16%
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