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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
476
Shamrock Asset Management
Texas
$549K -$188K -1,621 -26%
VCM
477
Virtue Capital Management
Tennessee
$538K +$523K +4,518 New
MCM
478
Maryland Capital Management
Maryland
$537K +$44.8K +387 +9%
BA
479
Ballew Advisors
Mississippi
$532K -$41.1K -355 -7%
BAM
480
Berkshire Asset Management
Pennsylvania
$531K +$116 +1 +0%
CIM
481
Confluence Investment Management
Missouri
$531K +$517K +4,459 New
PAM
482
Palisade Asset Management
Minnesota
$528K – – –
BWCS
483
Beirne Wealth Consulting Services
Connecticut
$523K -$39.4K -340 -7%
CAG
484
Crestwood Advisors Group
Massachusetts
$521K – – –
OIA
485
Optimum Investment Advisors
Illinois
$520K -$7.58M -65,427 -94%
HR
486
Hayden Royal
North Carolina
$519K +$140K +1,206 +38%
HWA
487
HCR Wealth Advisors
California
$519K +$362K +3,123 +70%
TL
488
TrueWealth LLC
Georgia
$508K – – –
SWA
489
Sutton Wealth Advisors
Florida
$501K -$33.2K -287 -6%
LA
490
Legacy Advisors
Pennsylvania
$494K +$235K +2,029 +96%
RCG
491
Ruggie Capital Group
Florida
$489K -$2.05M -17,701 -81%
AIC
492
Ameritas Investment Company
Nebraska
$489K +$476K +4,107 New
AWE
493
Avidian Wealth Enterprises
Texas
$488K -$5.5M -47,464 -92%
CA
494
Calton & Associates
Florida
$488K -$293K -2,528 -38%
CIAS
495
Capital Investment Advisory Services
North Carolina
$478K – – –
DA
496
DSC Advisors
Illinois
$476K -$961K -8,300 -67%
SG
497
StoneX Group
New York
$475K +$19.9K +172 +5%
TFGT
498
TS Financial Group (TSFG)
Illinois
$468K +$455K +3,930 New
SBWM
499
Sunflower Bank Wealth Management
Arizona
$466K -$19.7K -170 -4%
BPC
500
Banque Pictet & Cie
Switzerland
$465K – – –
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