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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
351
Integrated Wealth Concepts
Massachusetts
$3M +$560K +5,221 +24%
UBP
352
Union Bancaire Privee
Switzerland
$2.96M – – –
WC
353
Waterloo Capital
Texas
$2.94M +$2.61M +24,362 +1,005%
KLCM
354
KG&L Capital Management
Louisiana
$2.91M +$95.7K +892 +3%
WA
355
Waverly Advisors
Alabama
$2.9M +$1.9M +17,680 +201%
KP
356
Keel Point
Alabama
$2.9M -$121K -1,125 -4%
CA
357
CV Advisors
Florida
$2.89M -$190K -1,775 -6%
RFC
358
Regions Financial Corp
Alabama
$2.88M +$113K +1,049 +4%
OWA
359
One Wealth Advisors
California
$2.87M +$41K +382 +1%
BAAM
360
Baker Avenue Asset Management
California
$2.85M -$47.8K -445 -2%
I
361
INVST
Indiana
$2.81M -$396K -3,688 -13%
NA
362
Note Advisors
New York
$2.81M +$96.7K +901 +4%
IF
363
Ironwood Financial
Arizona
$2.8M – – –
SSCM
364
Spectrum Strategic Capital Management
Oregon
$2.79M -$441K -4,110 -14%
FFA
365
Farther Finance Advisors
California
$2.77M -$14.3K -133 -0.5%
LCG
366
Lynx Capital Group
Ohio
$2.74M +$215 +2 +0%
NEAM
367
New England Asset Management
Connecticut
$2.74M – – –
MWM
368
MFG Wealth Management
Indiana
$2.74M -$1.37M -12,761 -34%
JCM
369
Jacobi Capital Management
Pennsylvania
$2.72M +$102K +953 +4%
PP
370
Pacifica Partners
Canada
$2.71M +$4.83K +45 +0.2%
CBT
371
Crews Bank & Trust
Florida
$2.69M -$282K -2,630 -10%
AWM
372
Alterna Wealth Management
Texas
$2.68M +$253K +2,354 +11%
CL
373
CVFG LLC
Indiana
$2.67M +$188K +1,751 +8%
CA
374
Clearstead Advisors
Ohio
$2.67M -$34K -317 -1%
CGF
375
Constant Guidance Financial
Massachusetts
$2.67M -$134K -1,252 -5%
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