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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
576
Pinnacle Associates
New York
$933K +$264 +2 +0%
OCM
577
Orion Capital Management
California
$932K -$69.9K -530 -7%
CBFP
578
Cedar Brook Financial Partners
Ohio
$932K +$176K +1,337 +24%
WP
579
WealthPLAN Partners
Nebraska
$920K +$49.8K +378 +6%
WIA
580
World Investment Advisors
California
$914K -$330K -2,504 -27%
EWM
581
Evercore Wealth Management
New York
$913K -$2.5K -19 -0.3%
CCT
582
Country Club Trust
Missouri
$911K -$35.6K -270 -4%
WAS
583
Wealth Advisory Solutions
Indiana
$905K +$888K +6,739 New
LA
584
LVW Advisors
New York
$903K – – –
TC
585
Tatro Capital
Kentucky
$889K +$130K +985 +17%
MRC
586
Millburn Ridgefield Corp
New York
$881K +$194K +1,471 +29%
PCA
587
Providence Capital Advisors
North Carolina
$880K -$5.27K -40 -0.6%
BS
588
Boenning & Scattergood
Pennsylvania
$877K -$79K -599 -8%
IBOK
589
Independence Bank of Kentucky
Kentucky
$873K -$3.96K -30 -0.5%
PWW
590
Pettyjohn Wood & White
Virginia
$873K +$13.2K +100 +2%
AWM
591
Avitas Wealth Management
California
$872K +$6.99K +53 +0.8%
CAM
592
Cidel Asset Management
Ontario, Canada
$864K – – –
CAAS
593
Capital Asset Advisory Services
Michigan
$850K +$162K +1,226 +24%
DSAM
594
Dock Street Asset Management
Florida
$841K +$590K +4,474 +250%
NEWAS
595
N.E.W. Advisory Services
Wisconsin
$834K -$407K -3,086 -33%
LW
596
Linscomb Wealth
Texas
$824K -$26.2K -199 -3%
RCAG
597
Rehmann Capital Advisory Group
Michigan
$817K -$125K -952 -13%
MWA
598
MFA Wealth Advisors
Pennsylvania
$814K -$11.4M -86,256 -93%
OCAM
599
Onex Canada Asset Management
Ontario, Canada
$805K -$33.4M -253,334 -98%
MSFS
600
Main Street Financial Solutions
Pennsylvania
$801K +$21.5K +163 +3%
22 23
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