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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
626
Beirne Wealth Consulting Services
Connecticut
$306K -$8.69K -69 -3%
PFA
627
Pettinga Financial Advisors
Indiana
$305K +$1.39K +11 +0.5%
SS
628
Sunbelt Securities
Texas
$299K +$296K +2,349 New
PAM
629
Palisade Asset Management
Minnesota
$296K -$269K -2,138 -48%
MWM
630
Mission Wealth Management
California
$293K -$183K -1,453 -39%
HCM
631
Hilton Capital Management
New York
$293K – – –
PPA
632
Parametric Portfolio Associates
Washington
$291K -$103K -817 -26%
WCG
633
Wall Capital Group
Arizona
$289K – – –
MC
634
Moors & Cabot
Massachusetts
$288K +$24.3K +193 +9%
AIM
635
Anchor Investment Management
South Carolina
$288K – – –
SAS
636
Sage Advisory Services
Texas
$286K +$27.7K +220 +11%
BJ
637
Brouwer & Janachowski
California
$285K -$5.79K -46 -2%
BCM
638
Boltwood Capital Management
California
$280K – – –
MAM
639
Marquette Asset Management
Minnesota
$280K – – –
WA
640
Winfield Associates
Ohio
$280K – – –
CMO
641
Covenant Multifamily Offices
Texas
$280K +$277K +2,196 New
LA
642
Legacy Advisors
Pennsylvania
$278K +$13.1K +104 +5%
RWA
643
Ropes Wealth Advisors
Massachusetts
$277K -$12.8K -102 -4%
HMS
644
Hanseatic Management Services
New Mexico
$277K +$72.4K +575 +36%
TA
645
TCG Advisors
Texas
$277K +$231K +1,831 +537%
VWA
646
V Wealth Advisors
Kansas
$276K +$12.5K +99 +5%
EFSCE
647
Enterprise Financial Services Corp (EFSC)
Missouri
$275K -$17.1K -136 -6%
JHCP
648
Jackson Hole Capital Partners
Oklahoma
$275K +$4.16K +33 +2%
AFP
649
Ausdal Financial Partners
Iowa
$275K +$8.44K +67 +3%
FDCDDQ
650
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K – – –
24 25
26
27 28