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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
701
Charter Oak Capital Management
New Hampshire
$396K -$212K -1,700 -34%
CA
702
Clearstead Advisors
Ohio
$393K -$3.24K -26 -0.8%
CWS
703
Cypress Wealth Services
California
$391K -$1.51M -12,104 -79%
CIA
704
Caerus Investment Advisors
Texas
$391K -$74.7K -599 -15%
SIM
705
Sadoff Investment Management
Wisconsin
$391K – – –
ACA
706
Affinity Capital Advisors
California
$389K – – –
CIA
707
Choate Investment Advisors
Massachusetts
$385K -$71.6K -574 -15%
RHBC
708
R.H. Bluestein & Co
Michigan
$384K +$396K +3,175 New
SBH
709
Segall Bryant & Hamill
Illinois
$384K +$399K +3,195 New
SCA
710
Scott Capital Advisors
Oregon
$383K +$28.9K +232 +8%
MWP
711
Moller Wealth Partners
$381K +$14.5K +116 +4%
WWM
712
Wolff Wiese Magana
California
$380K +$145K +1,164 +59%
DBIA
713
Dumont & Blake Investment Advisors
New Jersey
$379K – – –
NAG
714
Northstar Advisory Group
New Jersey
$377K -$1.25K -10 -0.3%
HWM
715
Hohimer Wealth Management
Washington
$373K -$490K -3,927 -56%
CFS
716
Cannon Financial Strategists
Georgia
$372K -$164K -1,313 -30%
FIA
717
Foundations Investment Advisors
Arizona
$372K +$42.2K +338 +12%
FSA
718
Fort Sheridan Advisors
Illinois
$370K -$386K -3,095 -50%
PF
719
Phoenix Financial
Israel
$370K +$381K +3,056 New
HIC
720
Holderness Investments Company
North Carolina
$368K -$1.19M -9,565 -76%
QC
721
Quent Capital
New York
$364K -$14.1M -112,779 -97%
WSTAM
722
Wilbanks Smith & Thomas Asset Management
Virginia
$364K -$215K -1,724 -35%
GSEP
723
Golden State Equity Partners
California
$363K -$748 -6 -0.2%
FRA
724
Front Row Advisors
California
$361K – – –
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$360K -$19.7K -158 -5%
27 28
29
30 31