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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
601
Certified Advisory Corp
Florida
$114K -$5.53K -48 -5%
EA
602
Elm Advisors
California
$113K +$113K +980 New
BAM
603
Barrett Asset Management
New York
$112K +$231 +2 +0.2%
IFAM
604
Institutional & Family Asset Management
Colorado
$102K +$922 +8 +0.9%
SIS
605
Sound Income Strategies
Florida
$95K -$34.9K -303 -27%
VFA
606
Valeo Financial Advisors
Indiana
$94K -$35.2K -305 -27%
JFGIW
607
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K -$28.2K -245 -23%
SWMG
608
Signature Wealth Management Group
Georgia
$91K -$7.15K -62 -7%
AIP
609
Ameritas Investment Partners
Nebraska
$89K – – –
GP
610
Girard Partners
Pennsylvania
$89K +$90K +781 New
TCOV
611
Trust Company of Vermont
Vermont
$83K – – –
CWA
612
Clarus Wealth Advisors
Arizona
$83K +$1.15K +10 +1%
CB
613
CNB Bank
Pennsylvania
$81K -$4.61K -40 -5%
MWPCG
614
Measured Wealth Private Client Group
New Hampshire
$75K +$75.3K +653 New
FPFS
615
First Personal Financial Services
North Carolina
$71K +$12.2K +106 +21%
FHB
616
First Hawaiian Bank
Hawaii
$71K +$71.1K +617 New
RIM
617
Rampart Investment Management
Connecticut
$68.5K +$68.7K +596 New
RE
618
RBC Europe
United Kingdom
$68.4K -$34.6K -300 -34%
RWA
619
River Wealth Advisors
Pennsylvania
$67K -$18.1K -157 -21%
BWA
620
BDO Wealth Advisors
Florida
$62K -$49K -425 -44%
SIAP
621
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K – – –
SWP
622
Strategic Wealth Partners
Ohio
$59K -$4.15K -36 -7%
PCA
623
Peddock Capital Advisors
Massachusetts
$58K – – –
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$57.7K -$32.5K -282 -36%
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$57K +$39.2K +340 +219%
23 24
25
26 27