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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
651
Summit Financial Group
West Virginia
$272K -$249K -1,980 -48%
HIM
652
Hillsdale Investment Management
Ontario, Canada
$268K -$202K -1,600 -43%
CCFM
653
Clear Creek Financial Management
Washington
$264K +$264K +2,099 New
DCM
654
Dimension Capital Management
Florida
$263K +$882 +7 +0.3%
PIA
655
Pinion Investment Advisors
Kansas
$262K -$47.9K -380 -16%
JIC
656
Joel Isaacson & Co
New York
$262K – – –
OFW
657
Omnia Family Wealth
Florida
$262K – – –
SMC
658
Smith, Moore & Co
Missouri
$260K -$59.5K -472 -19%
OPA
659
Old Port Advisors
Maine
$259K -$63.6K -505 -20%
VHAM
660
Van Hulzen Asset Management
California
$258K -$40.9K -325 -14%
FA
661
Faithward Advisors
Pennsylvania
$258K +$255K +2,024 New
GTAM
662
Global Trust Asset Management
Florida
$255K -$409K -3,250 -62%
IIC
663
Ironwood Investment Counsel
Arizona
$255K – – –
CWP
664
Capital Wealth Planning
Florida
$254K -$25.2K -200 -9%
SBSB
665
Sullivan, Bruyette, Speros & Blaney
Virginia
$254K – – –
DWM
666
Doyle Wealth Management
Florida
$253K – – –
BCA
667
Bernzott Capital Advisors
California
$250K – – –
NCM
668
Narwhal Capital Management
Georgia
$250K – – –
WAM
669
Weatherly Asset Management
California
$250K – – –
TWM
670
Torch Wealth Management
Ohio
$249K +$8.82K +70 +4%
TP
671
Tranquility Partners
Tennessee
$248K – – –
JPLA
672
Joseph P. Lucia & Associates
New York
$247K -$34.5K -274 -12%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$246K – – –
AWE
674
Avidian Wealth Enterprises
Texas
$246K -$199K -1,583 -45%
BC
675
Bartlett & Co
Ohio
$246K – – –
25 26
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