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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
451
Kaizen Financial Strategies
California
$1.7M +$1.72M +12,762 New
OAM
452
Occidental Asset Management
California
$1.67M -$71.1K -526 -4%
ARC
453
Advisor Resource Council
Texas
$1.67M +$83.4K +617 +5%
MWM
454
Minot Wealth Management
Massachusetts
$1.66M -$75.7K -560 -4%
BAAM
455
Baker Avenue Asset Management
California
$1.66M +$581K +4,301 +53%
SW
456
SteelPeak Wealth
California
$1.63M -$1.07M -7,948 -39%
FNBT
457
FineMark National Bank & Trust
Florida
$1.63M -$5.41K -40 -0.3%
CF
458
Centaurus Financial
California
$1.6M +$85K +629 +6%
BWA
459
BDO Wealth Advisors
Florida
$1.6M +$24.6K +182 +2%
CRWM
460
Castle Rock Wealth Management
California
$1.59M -$110K -815 -6%
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$1.58M -$309K -2,290 -16%
RWG
462
Regal Wealth Group
California
$1.58M -$69.1K -511 -4%
MPPLM
463
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.57M -$754K -5,581 -32%
PIM
464
Penobscot Investment Management
Massachusetts
$1.57M -$250K -1,850 -14%
B
465
Bellecapital
Switzerland
$1.54M – – –
FHA
466
First Horizon Advisors
Tennessee
$1.54M -$14.6M -108,300 -90%
LNB
467
Ledyard National Bank
$1.54M -$3.38K -25 -0.2%
EL
468
EQ LLC
Washington
$1.53M +$16.8K +124 +1%
SCG
469
Sonata Capital Group
Washington
$1.53M +$72.3K +535 +5%
CW
470
CreativeOne Wealth
Kansas
$1.51M -$93.1K -689 -6%
PP
471
Professional Planning
California
$1.51M -$235K -1,736 -13%
JAG
472
Journey Advisory Group
Kentucky
$1.51M -$19.2K -142 -1%
AF
473
Advisornet Financial
Minnesota
$1.51M -$440K -3,255 -22%
DWA
474
Dorsey Wright & Associates
California
$1.5M -$23.7K -175 -2%
PFS
475
Prospera Financial Services
Texas
$1.5M -$37.2K -275 -2%
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