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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
626
Traynor Capital Management
Pennsylvania
$773K +$151K +1,358 +24%
MWM
627
Maridea Wealth Management
New York
$767K -$3.11K -28 -0.4%
SC
628
Solstein Capital
California
$764K +$200K +1,800 +35%
VA
629
VestGen Advisors
Illinois
$754K +$360K +3,237 +90%
DE
630
Diversified Enterprises
Delaware
$747K -$177K -1,589 -19%
TAM
631
Titleist Asset Management
Texas
$745K -$23K -207 -3%
AF
632
Allworth Financial
California
$743K -$34.8K -313 -4%
CP
633
Clarendon Private
Massachusetts
$737K -$51.7K -465 -7%
SG
634
Sharper & Granite
California
$729K +$78.6K +707 +12%
OFG
635
Omega Financial Group
California
$724K +$2.11K +19 +0.3%
RA
636
Rockingstone Advisors
Massachusetts
$718K +$32.6K +293 +5%
OFP
637
OFC Financial Planning
New Jersey
$717K -$75.5K -679 -9%
TCMP
638
Thrive Capital Management (Pennsylvania)
Pennsylvania
$705K -$100K -899 -12%
WF
639
Wayfinding Financial
Washington
$703K -$9.15M -82,289 -93%
BRWA
640
B. Riley Wealth Advisors
Florida
$702K -$242K -2,179 -25%
IPWA
641
International Private Wealth Advisors
California
$697K -$4.67K -42 -0.7%
1L
642
10Elms LLP
Oklahoma
$695K +$13.3K +120 +2%
ITIM
643
Indiana Trust & Investment Management
Indiana
$688K – – –
PNFS
644
PW Nova Financial Services
Pennsylvania
$688K +$695K +6,249 New
PIMG
645
Patriot Investment Management Group
Tennessee
$683K -$3.11K -28 -0.4%
EAM
646
Everstar Asset Management
North Carolina
$682K -$16.5K -148 -2%
CAG
647
Crestwood Advisors Group
Massachusetts
$681K +$46.4K +417 +7%
GCL
648
Gouws Capital LLC
North Carolina
$681K – – –
AWA
649
Arkadios Wealth Advisors
Georgia
$680K +$50.1K +451 +8%
LAM
650
Lewis Asset Management
California
$679K +$23.3K +210 +4%
24 25
26
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