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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
501
Quadrant Private Wealth Management
Pennsylvania
$1.27M -$844K -7,630 -40%
SAM
502
Smartleaf Asset Management
Massachusetts
$1.25M +$96.3K +870 +9%
JSL
503
JT Stratford LLC
Georgia
$1.23M +$60.6K +548 +5%
PA
504
Parallel Advisors
California
$1.23M -$92K -832 -7%
IWA
505
Icon Wealth Advisors
Texas
$1.22M -$12.5K -113 -1%
RWIA
506
Roger Wittlin Investment Advisory
California
$1.22M -$48K -434 -4%
PCM
507
Parsons Capital Management
Rhode Island
$1.22M +$71.6K +647 +6%
WAM
508
Worth Asset Management
Texas
$1.22M +$745K +6,734 +167%
AFO
509
Arrowroot Family Office
California
$1.21M +$183K +1,653 +18%
CA
510
Cambridge Advisors
Nebraska
$1.21M – – –
OAS
511
Optivise Advisory Services
Tennessee
$1.21M -$24.2K -219 -2%
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$1.18M +10,700 New
DI
513
Disciplined Investments
Oklahoma
$1.2M +$765K +6,914 +189%
RAM
514
Riggs Asset Management
Pennsylvania
$1.19M +$670K +6,054 +136%
D
515
Diversified
Delaware
$1.19M +$885 +8 +0.1%
DE
516
Diversified Enterprises
Delaware
$1.19M +$1.16M +10,494 New
LCG
517
Lynx Capital Group
Ohio
$1.18M +$54.4K +492 +5%
IFO
518
Independent Family Office
New York
$1.18M -$139K -1,260 -11%
BBA
519
BLB&B Advisors
Pennsylvania
$1.15M -$73.1K -661 -6%
MBT
520
Montecito Bank & Trust
California
$1.14M +$1.12M +10,102 New
MFG
521
Magnus Financial Group
New York
$1.14M +$35.2K +318 +3%
SW
522
Simplicity Wealth
New Jersey
$1.14M -$5.64K -51 -0.5%
GM
523
GeoWealth Management
Illinois
$1.13M +$654K +5,913 +143%
PIA
524
Perennial Investment Advisors
California
$1.13M +$752K +6,797 +212%
GRP
525
Global Retirement Partners
California
$1.12M +$132K +1,194 +14%
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