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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
GTAM
726
Global Trust Asset Management
Florida
$256K – – –
IIC
727
Ironwood Investment Counsel
Arizona
$256K – – –
AHB
728
Abner Herrman & Brock
New Jersey
$256K +$254K +1,997 New
SBSB
729
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K – – –
AG
730
Appleton Group
Wisconsin
$255K +$25.8K +203 +11%
DWM
731
Doyle Wealth Management
Florida
$254K – – –
CAAS
732
Capital Asset Advisory Services
Michigan
$253K +$246K +1,932 New
DI
733
Disciplined Investments
Oklahoma
$253K +$252K +1,979 New
BCA
734
Bernzott Capital Advisors
California
$251K – – –
WAM
735
Weatherly Asset Management
California
$251K – – –
FWM
736
Foresight Wealth Management
Utah
$251K +$250K +1,962 New
T
737
TrueFG
Texas
$251K +$250K +1,962 New
AWE
738
Avidian Wealth Enterprises
Texas
$250K +$3.56K +28 +1%
TP
739
Tranquility Partners
Tennessee
$249K – – –
BCWM
740
Bartlett & Co Wealth Management
Ohio
$247K – – –
NCM
741
Narwhal Capital Management
Georgia
$245K -$6.37K -50 -3%
BPCE
742
Bank Pictet & Cie (Europe)
Germany
$245K – – –
PWA
743
Physician Wealth Advisors
Utah
$243K +$241K +1,894 New
DPI
744
Diversified Portfolios Inc
Michigan
$242K +$241K +1,891 New
HPC
745
HM Payson & Co
Maine
$240K +$10.2K +80 +4%
BFA
746
Beaumont Financial Advisors
Massachusetts
$240K +$239K +1,878 New
AAP
747
Arax Advisory Partners
Colorado
$238K -$160K -1,260 -40%
MAM
748
Marquette Asset Management
Minnesota
$238K -$42.8K -336 -15%
FA
749
FCG Advisors
New Jersey
$238K +$2.29K +18 +1%
MWC
750
MKD Wealth Coaches
Michigan
$238K +$3.18K +25 +1%
28 29
30
31 32