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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
576
Rational Advisors
New York
$277K +$269K +2,325 New
HCM
577
Hilton Capital Management
New York
$274K -$267K -2,301 Closed
RIA
578
Realta Investment Advisors
Delaware
$274K +$266K +2,299 New
PWM
579
Perigon Wealth Management
California
$271K +$263K +2,272 New
WCG
580
Wall Capital Group
Arizona
$270K – – –
AIM
581
Anchor Investment Management
South Carolina
$269K – – –
MC
582
Moors & Cabot
Massachusetts
$267K -$21.7K -187 -8%
WA
583
Winfield Associates
Ohio
$262K -$57.9K -500 -19%
MAM
584
Marquette Asset Management
Minnesota
$261K -$15.1K -130 -6%
RWA
585
Ropes Wealth Advisors
Massachusetts
$259K – – –
VWA
586
V Wealth Advisors
Kansas
$256K +$250K +2,154 New
FDCDDQ
587
Federation des caisses Desjardins du Quebec
Quebec, Canada
$256K -$11.8K -102 -5%
SMC
588
Smith, Moore & Co
Missouri
$248K -$24.4K -211 -9%
TWM
589
Torch Wealth Management
Ohio
$248K – – –
AG
590
Appleton Group
Wisconsin
$247K +$240K +2,071 New
W
591
WealthOne
New York
$246K -$6.86M -59,198 -97%
JIC
592
Joel Isaacson & Co
New York
$245K – – –
JIC
593
Johnson Investment Counsel
Ohio
$245K +$21.1K +182 +10%
OFW
594
Omnia Family Wealth
Florida
$244K – – –
DCM
595
Dimension Capital Management
Florida
$241K +$1.27K +11 +0.5%
ECM
596
Evergreen Capital Management
Washington
$240K -$749K -6,470 -76%
RAM
597
Riggs Asset Management
Pennsylvania
$240K -$88.5K -764 -27%
GTAM
598
Global Trust Asset Management
Florida
$238K – – –
SBSB
599
Sullivan, Bruyette, Speros & Blaney
Virginia
$237K – – –
DWM
600
Doyle Wealth Management
Florida
$236K +$198K +1,713 +632%
22 23
24
25 26