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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
601
Moser Wealth Advisors
Washington
$679K +$679K +6,280 New
MMA
602
Miracle Mile Advisors
California
$674K -$14.5M -134,186 -96%
AF
603
Advisornet Financial
Minnesota
$674K -$4.43K -41 -0.7%
IAIM
604
International Assets Investment Management
Florida
$673K +$4.43K +41 +0.7%
TFA
605
Tranquilli Financial Advisor
New Jersey
$668K +$94.7K +876 +17%
ML
606
McAdam LLC
Pennsylvania
$668K +$5.73K +53 +0.9%
AFO
607
Arrowroot Family Office
California
$667K -$123K -1,133 -16%
AFC
608
Adaptive Financial Consulting
Ohio
$667K +$74.6K +690 +13%
CAM
609
Cidel Asset Management
Ontario, Canada
$662K +$662K +6,118 New
JEST
610
JTC Employer Solutions Trustee
Jersey
$656K – – –
PA
611
Pinnacle Associates
New York
$654K +$216 +2 +0%
NAM
612
NTV Asset Management
West Virginia
$654K – – –
HI
613
Harbour Investments
Wisconsin
$651K -$12.9K -119 -2%
BPC
614
Banque Pictet & Cie
Switzerland
$647K +$99.5K +920 +18%
ATPW
615
Ashton Thomas Private Wealth
Arizona
$638K -$1.41M -13,020 -69%
PP
616
Prosperity Planning
Missouri
$625K – – –
GCA
617
Gradient Capital Advisors
California
$623K -$60.3K -558 -9%
OAM
618
Occidental Asset Management
California
$616K -$296K -2,734 -32%
HWM
619
HB Wealth Management
Georgia
$609K +$110K +1,013 +22%
EWM
620
Evercore Wealth Management
New York
$605K – – –
HWA
621
HCR Wealth Advisors
California
$601K -$15.7K -145 -3%
WT
622
Whittier Trust
California
$601K -$83.2K -769 -12%
IBOK
623
Independence Bank of Kentucky
Kentucky
$596K -$13.3K -123 -2%
SXL
624
Summit X LLC
Missouri
$595K +$67.6K +625 +13%
WC
625
Waterloo Capital
Texas
$592K +$592K +5,476 New
23 24
25
26 27