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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
701
AFG Fiduciary Services
Massachusetts
$551K – – –
NCM
702
Neumann Capital Management
California
$551K +$16.7K +150 +3%
OFS
703
OneAscent Financial Services
Alabama
$545K +$549K +4,942 New
GCA
704
Gradient Capital Advisors
California
$544K -$778 -7 -0.1%
SB
705
Strategic Blueprint
Georgia
$543K -$82.4K -741 -13%
OC
706
OxenFree Capital
Florida
$535K +$195K +1,753 +57%
CSP
707
Cary Street Partners
Virginia
$534K +$17.6K +158 +0.5%
GI
708
GLOBALT Investments
Georgia
$533K -$18.1K -163 -3%
TCM
709
Triumph Capital Management
Colorado
$532K +$69.7K +627 +15%
BPC
710
Banque Pictet & Cie
Switzerland
$528K -$211K -1,895 -28%
CG
711
Curat Global
New Hampshire
$527K +$110K +990 +26%
IAA
712
Independent Advisor Alliance
North Carolina
$524K +$31.8K +286 +6%
CFP
713
Cascade Financial Partners
California
$523K -$295K -2,656 -36%
BBA
714
BLB&B Advisors
Pennsylvania
$519K -$408K -3,670 -44%
VCM
715
Virtue Capital Management
Tennessee
$516K -$58.4M -525,666 -99%
FAM
716
Forte Asset Management
New York
$513K +$62K +558 +14%
HFA
717
High Falls Advisors
New York
$509K -$119K -1,067 -19%
GC
718
Granville Capital
North Carolina
$508K +$513K +4,611 New
CWA
719
Canvas Wealth Advisors
Kansas
$501K – – –
EB
720
Eastern Bank
Massachusetts
$501K +$38.2K +344 +8%
OA
721
Oxbow Advisors
Texas
$497K +$143K +1,286 +40%
TPWA
722
TRUE Private Wealth Advisors
Oregon
$492K +$111 +1 +0%
SWIM
723
Smallwood Wealth Investment Management
New Jersey
$491K -$32K -288 -6%
AIM
724
Advyzon Investment Management
Illinois
$490K +$119K +1,069 +32%
SC
725
Summa Corp
Texas
$488K -$222K -2,000 -31%
27 28
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30 31