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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
701
ACG Wealth
Georgia
$277K -$250K -1,962 -47%
SL
702
Savior LLC
Massachusetts
$277K -$41.5K -326 -13%
MFG
703
MidWestOne Financial Group
Iowa
$275K – – –
TPA
704
Trivium Point Advisory
Connecticut
$274K -$553K -4,342 -67%
BJ
705
Brouwer & Janachowski
California
$274K – – –
RMDI
706
R.M. Davis Inc
Maine
$272K +$281K +2,205 New
AIM
707
Anchor Investment Management
South Carolina
$272K – – –
OPA
708
Old Port Advisors
Maine
$268K +$382 +3 +0.1%
DCM
709
Dimension Capital Management
Florida
$268K +$1.27K +10 +0.5%
JHCP
710
Jackson Hole Capital Partners
Oklahoma
$266K – – –
FDCDDQ
711
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K – – –
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$265K – – –
MWA
713
Moser Wealth Advisors
Washington
$265K +$59.3K +465 +28%
BWCS
714
Beirne Wealth Consulting Services
Connecticut
$262K -$15.8K -124 -6%
GD
715
Grandfield & Dodd
New York
$258K – – –
BWP
716
Bernardo Wealth Planning
Pennsylvania
$256K -$31K -243 -10%
JIC
717
Joel Isaacson & Co
New York
$254K – – –
OFW
718
Omnia Family Wealth
Florida
$254K – – –
PA
719
Parallel Advisors
California
$254K +$216K +1,698 +465%
PIA
720
Pinion Investment Advisors
Kansas
$252K -$7.52K -59 -3%
WA
721
Wealth Alliance
New York
$252K +$260K +2,042 New
FA
722
FCG Advisors
New Jersey
$249K +$20.3K +159 +9%
SFG
723
Summit Financial Group
West Virginia
$248K -$15.9K -125 -6%
LA
724
Legacy Advisors
Pennsylvania
$247K -$13.3K -104 -5%
IIC
725
Ironwood Investment Counsel
Arizona
$247K – – –
27 28
29
30 31