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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
551
Raymond James Trust
Florida
$897K -$45.1K -428 -5%
FHA
552
First Horizon Advisors
Tennessee
$895K +$610K +5,783 +194%
SWIM
553
Smallwood Wealth Investment Management
New Jersey
$893K – – –
FNBT
554
FineMark National Bank & Trust
Florida
$893K +$15.5K +147 +2%
GSEP
555
Golden State Equity Partners
California
$887K +$27.7K +263 +3%
BS
556
Banco Santander
Spain
$885K -$5.37M -50,913 -85%
IHL
557
Investment House LLC
California
$869K – – –
MPPLM
558
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$869K -$23.1K -219 -3%
SW
559
Simplicity Wealth
New Jersey
$859K +$888K +8,422 New
WAS
560
Wealth Advisory Solutions
Indiana
$846K +$839K +7,958 New
APWA
561
Atlas Private Wealth Advisors
New Jersey
$845K -$100K -952 -10%
TF
562
Tompkins Financial
New York
$844K +$95.4K +905 +12%
OWA
563
One Wealth Advisors
California
$825K -$1.43M -13,515 -63%
APWM
564
Argonautica Private Wealth Management
Massachusetts
$818K +$39.6K +376 +5%
TCA
565
Transcend Capital Advisors
New Jersey
$817K -$420K -3,986 -33%
PA
566
PFG Advisors
Arizona
$816K +$23.1K +219 +3%
AFO
567
Arrowroot Family Office
California
$809K +$185K +1,757 +28%
EFM
568
E Fund Management
China
$806K – – –
EFMH
569
E Fund Management (HK)
Hong Kong
$806K – – –
TIA
570
Traphagen Investment Advisors
New Jersey
$804K -$1.09M -10,358 -57%
CWM
571
Certus Wealth Management
California
$794K +$284K +2,694 +53%
DE
572
Day & Ennis
Georgia
$792K +$539K +5,108 +192%
ML
573
McAdam LLC
Pennsylvania
$792K +$168K +1,589 +26%
PCM
574
Palouse Capital Management
Washington
$791K -$10.3K -98 -1%
BBHC
575
Brown Brothers Harriman & Co
New York
$786K -$66.3K -629 -8%
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