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LQD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Planning Project LLC
101
Planning Project LLC
Texas
USD 31.8 M +USD 32.6 M +299,341 Nuevas
Baird Financial Group
102
Baird Financial Group
Wisconsin
USD 31.4 M -USD 905 k -8,309 -3%
IHT Wealth Management
103
IHT Wealth Management
Illinois
USD 30.8 M +USD 672 k +6,163 +2%
Westshore Wealth
104
Westshore Wealth
California
USD 30.6 M +USD 1.37 M +12,532 +5%
Capital Investment Advisors
105
Capital Investment Advisors
Georgia
USD 29.9 M -USD 577 k -5,292 -2%
Joule Financial
106
Joule Financial
Kentucky
USD 29.7 M +USD 605 k +5,556 +2%
NYL Investors
107
NYL Investors
New York
USD 29.3 M +USD 323 k +2,962 +1%
Financiere des Professionnels
108
Financiere des Professionnels
Quebec, Canada
USD 29.3 M -USD 3.12 M -28,600 -10%
Modern Wealth Management
109
Modern Wealth Management
Kansas
USD 28.9 M +USD 1.85 M +16,967 +7%
Millennium Management
110
Millennium Management
New York
USD 28.3 M -USD 6.54 M -60,029 -19%
Regal Investment Advisors
111
Regal Investment Advisors
Michigan
USD 27.8 M +USD 1.14 M +10,427 +4%
Constellation Investments
112
Constellation Investments
Ohio
USD 27.2 M – – –
Willis Johnson & Associates
113
Willis Johnson & Associates
Texas
USD 27.1 M +USD 2.19 M +20,094 +9%
Clark Capital Management Group
114
Clark Capital Management Group
Pennsylvania
USD 26.1 M +USD 2.99 M +27,418 +13%
TD Private Client Wealth
115
TD Private Client Wealth
New York
USD 26 M +USD 2.65 M +24,286 +11%
Rational Advisors
116
Rational Advisors
New York
USD 24.6 M +USD 24.5 M +225,180 Nuevas
Dai-ichi Life Insurance Company
117
Dai-ichi Life Insurance Company
Japan
USD 24.4 M +USD 24.4 M +224,000 Nuevas
Nomura Asset Management International
118
Nomura Asset Management International
Pennsylvania
USD 24 M +USD 7.17 M +65,779 +43%
Asset Management One
119
Asset Management One
Japan
USD 23.9 M +USD 2.21 M +20,280 +10%
AAFMAA Wealth Management & Trust
120
AAFMAA Wealth Management & Trust
North Carolina
USD 23.8 M +USD 1.83 M +16,797 +8%
INVST
121
INVST
Indiana
USD 23.7 M +USD 2.36 M +21,676 +11%
Old Mission Capital
122
Old Mission Capital
Illinois
USD 23.5 M +USD 23.5 M +215,629 Nuevas
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
USD 23.4 M +USD 596 k +5,470 +3%
Alliance Wealth Management Group
124
Alliance Wealth Management Group
New Jersey
USD 23.4 M +USD 3.12 M +28,610 +15%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
USD 23.4 M -USD 432 k -3,969 -2%
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