LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
651
AFG Fiduciary Services
Massachusetts
$547K – – –
GCA
652
Gradient Capital Advisors
California
$546K -$6.97K -65 -1%
MAG
653
M3 Advisory Group
Massachusetts
$546K – – –
AWE
654
Avidian Wealth Enterprises
Texas
$525K +$110K +1,023 +27%
HPM
655
Hudson Portfolio Management
New York
$523K +$82.1K +765 +19%
SWIM
656
Smallwood Wealth Investment Management
New Jersey
$520K -$1.29K -12 -0.3%
BCM
657
Boreal Capital Management
Florida
$520K +$509K +4,740 New
CAM
658
Cidel Asset Management
Ontario, Canada
$516K – – –
AWP
659
Axis Wealth Partners
Rhode Island
$513K -$131K -1,220 -21%
ML
660
McAdam LLC
Pennsylvania
$512K -$39.8K -371 -7%
CCAL
661
City Center Advisors LLC
Michigan
$511K +$39.4K +367 +9%
WSFS
662
Wilmington Savings Fund Society
Delaware
$508K -$9.12K -85 -2%
JWCA
663
J.W. Coons Advisors
Ohio
$502K – – –
IAA
664
Independent Advisor Alliance
North Carolina
$500K +$54.7K +510 +13%
RCG
665
Rock Creek Group
District of Columbia
$493K +$483K +4,500 New
IBOK
666
Independence Bank of Kentucky
Kentucky
$489K -$4.94K -46 -1%
MWM
667
Modera Wealth Management
New Jersey
$483K -$8.58K -80 -2%
AIM
668
Advyzon Investment Management
Illinois
$483K +$52.2K +486 +12%
KFS
669
Kelly Financial Services
Massachusetts
$480K +$25.2K +235 +6%
AWA
670
Arkadios Wealth Advisors
Georgia
$480K -$23.5K -219 -5%
BAM
671
Belpointe Asset Management
Nevada
$479K -$197K -1,833 -30%
HI
672
Hudock Inc
Pennsylvania
$479K +$37.6K +350 +9%
CWMK
673
Caliber Wealth Management (Kansas)
Kansas
$478K -$20.9K -195 -4%
HWA
674
HCR Wealth Advisors
California
$477K -$61.2K -570 -12%
PAA
675
Peregrine Asset Advisers
Oregon
$473K +$107 +1 +0%
25 26
27
28 29