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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
V
626
VeraBank
Texas
$559K – – –
MAM
627
MMA Asset Management
Pennsylvania
$554K -$18.1K -145 -3%
OCM
628
Orion Capital Management
California
$552K -$296K -2,370 -34%
FHA
629
First Horizon Advisors
Tennessee
$547K -$348K -2,787 -38%
GF
630
Gries Financial
Ohio
$547K +$249 +2 +0%
JEST
631
JTC Employer Solutions Trustee
Jersey
$546K – – –
CAN
632
Claraphi Advisory Network
United States
$544K -$41.5K -333 -7%
PA
633
Procyon Advisors
Connecticut
$543K -$59.6K -478 -10%
HTC
634
Haverford Trust Company
Pennsylvania
$542K – – –
PPW
635
Pinnacle Private Wealth
Massachusetts
$541K -$43.8K -351 -7%
TAM
636
Townsend Asset Management
North Carolina
$541K -$8.23K -66 -1%
COF
637
Capital One Financial
Virginia
$540K -$4.45M -35,650 -89%
1IA
638
1620 Investment Advisors
Massachusetts
$538K – – –
PPP
639
Private Portfolio Partners
New Jersey
$535K +$19.7K +158 +4%
SMG
640
Smart Money Group
Texas
$535K +$8.86K +71 +2%
VAM
641
Verity Asset Management
North Carolina
$535K +$49.5K +397 +10%
MC
642
Moors & Cabot
Massachusetts
$533K -$40.4K -324 -7%
LWM
643
Laidlaw Wealth Management
New York
$532K -$13.2K -106 -2%
ST
644
Sabal Trust
Florida
$528K -$54.1K -434 -9%
KBFS
645
Kohmann Bosshard Financial Services
Ohio
$528K – – –
CCFM
646
Clear Creek Financial Management
Washington
$526K -$13.7M -110,218 -96%
PS
647
Planned Solutions
California
$525K – – –
T
648
TCWP
Ohio
$522K -$1.32M -10,592 -71%
CFB
649
Cullen/Frost Bankers
Texas
$521K -$4.99K -40 -0.9%
BA
650
Ballew Advisors
Mississippi
$520K +$62K +497 +13%
24 25
26
27 28