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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
726
Evolution Wealth Advisors
Florida
$530K +$264K +1,985 +95%
EI
727
Ellevest Inc
New York
$525K +$395K +2,972 +279%
SIM
728
Symetra Investment Management
Connecticut
$520K – – –
MSL
729
Mackay Shields LLC
New York
$518K +$530K +3,982 New
ECA
730
Elevated Capital Advisors
Utah
$517K -$21K -158 -4%
SIC
731
Samalin Investment Counsel
New York
$516K -$112K -844 -18%
WSFS
732
Wilmington Savings Fund Society
Delaware
$509K -$2.66K -20 -0.5%
ACA
733
Atlas Capital Advisors
Wyoming
$508K +$520K +3,908 New
LPIC
734
LeJeune Puetz Investment Counsel
Michigan
$503K -$9.85K -74 -2%
SFO
735
Stokes Family Office
Louisiana
$502K +$513K +3,857 New
UFA
736
US Financial Advisors
Massachusetts
$501K – – –
EFSCE
737
Enterprise Financial Services Corp (EFSC)
Missouri
$501K +$227K +1,705 +80%
BCWM
738
Bartlett & Co Wealth Management
Ohio
$500K +$58.9K +443 +13%
BC
739
Bartlett & Co
Ohio
$500K +$58.9K +443 +13%
PS
740
Planned Solutions
California
$495K -$108K -814 -18%
NWS
741
Newport Wealth Strategies
California
$494K -$218K -1,635 -30%
ICM
742
IMS Capital Management
Oregon
$494K -$266 -2 -0.1%
MC
743
Moors & Cabot
Massachusetts
$493K +$176K +1,320 +54%
QAM
744
QCI Asset Management
New York
$492K +$55.3K +416 +12%
JIP
745
Jaffetilchin Investment Partners
Florida
$490K -$884K -6,646 -64%
CNBTD
746
Citizens National Bank Trust Department
Mississippi
$488K – – –
CWP
747
Concord Wealth Partners
Virginia
$486K -$1.76M -13,259 -78%
CA
748
Calton & Associates
Florida
$477K -$2.05M -15,443 -81%
TIM
749
Total Investment Management
Arizona
$475K +$511K +3,843 New
CIC
750
Carnegie Investment Counsel
Ohio
$474K +$54.5K +410 +13%
28 29
30
31 32