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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
526
Private Trust Company
Ohio
$941K +$125K +1,197 +15%
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$938K +$372K +3,553 +67%
RB
528
Renasant Bank
Mississippi
$936K -$44.2K -422 -5%
PWP
529
Perfromance Wealth Partners
Illinois
$935K -$62.1K -593 -6%
SWIM
530
Smallwood Wealth Investment Management
New Jersey
$923K -$25.2K -241 -3%
RJT
531
Raymond James Trust
Florida
$917K -$523K -4,997 -36%
FNBT
532
FineMark National Bank & Trust
Florida
$912K -$283K -2,707 -24%
IHL
533
Investment House LLC
California
$912K – – –
APWM
534
Argonautica Private Wealth Management
Massachusetts
$898K +$891K +8,513 New
AWM
535
Apollon Wealth Management
South Carolina
$896K -$2.93K -28 -0.3%
FCAM
536
First Citizens Asset Management
North Carolina
$891K -$59.5K -568 -6%
KPWS
537
Kestra Private Wealth Services
Texas
$890K +$398K +3,805 +82%
FA
538
Flagstar Advisors
New York
$883K +$5.02K +48 +0.6%
HT
539
Headlands Technologies
Illinois
$883K +$876K +8,373 New
WWM
540
Western Wealth Management
Colorado
$879K -$240K -2,296 -22%
AFO
541
Allie Family Office
Florida
$878K +$99.4K +950 +13%
PA
542
PFG Advisors
Arizona
$872K -$333K -3,177 -28%
WT
543
Whittier Trust
California
$868K -$114K -1,089 -12%
SLF
544
Sun Life Financial
Ontario, Canada
$845K – – –
BS
545
Boenning & Scattergood
Pennsylvania
$840K +$30.8K +294 +4%
APP
546
Avantax Planning Partners
Iowa
$836K -$227K -2,164 -21%
PCS
547
Personal CFO Solutions
New Jersey
$836K +$830K +7,930 New
BS
548
Banco Santander
Spain
$834K +$384K +3,672 +87%
EFM
549
E Fund Management
China
$833K – – –
EFMH
550
E Fund Management (HK)
Hong Kong
$833K – – –
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22
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