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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWIA
651
Roger Wittlin Investment Advisory
California
$671K +$673K +5,065 New
PFBT
652
Parkside Financial Bank & Trust
Missouri
$670K -$9.97K -75 -1%
TF
653
TimeScale Financial
Massachusetts
$666K – – –
MFA
654
Mayflower Financial Advisors
Massachusetts
$663K – – –
COCM
655
Charter Oak Capital Management
New Hampshire
$659K -$5.98K -45 -0.9%
RI
656
Ridgewood Investments
New Jersey
$659K +$49.4K +372 +8%
PA
657
Procyon Advisors
Connecticut
$659K +$57K +429 +9%
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$658K – – –
CIAS
659
Capital Investment Advisory Services
North Carolina
$654K -$2.39K -18 -0.4%
TYCC
660
Texas Yale Capital Corp
Florida
$648K +$266 +2 +0%
NEWAS
661
N.E.W. Advisory Services
Wisconsin
$645K -$92.4K -695 -12%
DC
662
Davenport & Co
Virginia
$643K -$2.39K -18 -0.4%
FM
663
Foster & Motley
Ohio
$642K +$144K +1,084 +29%
TFA
664
Teamwork Financial Advisors
Texas
$640K +$58.6K +441 +10%
CAN
665
Claraphi Advisory Network
United States
$640K +$72.4K +545 +13%
PPW
666
Pinnacle Private Wealth
Massachusetts
$640K +$642K +4,828 New
ST
667
Sabal Trust
Florida
$636K +$33.1K +249 +5%
TCA
668
Transcend Capital Advisors
New Jersey
$634K -$32.6K -245 -5%
CRWM
669
Castle Rock Wealth Management
California
$629K -$919K -6,912 -59%
MC
670
Moors & Cabot
Massachusetts
$627K +$93.7K +705 +17%
UIA
671
UBP Investment Advisors
Switzerland
$620K – – –
GWM
672
GDS Wealth Management
Texas
$618K +$620K +4,664 New
AFC
673
Adaptive Financial Consulting
Ohio
$616K +$36K +271 +6%
V
674
VeraBank
Texas
$613K – – –
KOC
675
Koss-Olinger Consulting
Florida
$609K +$128K +965 +27%
25 26
27
28 29