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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
726
OneDigital Investment Advisors
Kansas
$472K +$39.1K +297 +9%
JAM
727
JCIC Asset Management
Ontario, Canada
$464K +$85K +645 +30%
KOC
728
Koss-Olinger Consulting
Florida
$464K +$455K +3,455 New
RPWA
729
Regent Peak Wealth Advisors
Georgia
$461K -$94.4K -716 -17%
LWM
730
Liberty Wealth Management
California
$459K -$4.37M -33,179 -91%
BC
731
Bartlett & Co
Ohio
$459K -$56.7K -430 -11%
BCWM
732
Bartlett & Co Wealth Management
Ohio
$459K -$56.7K -430 -11%
AA
733
Altman Advisors
Illinois
$455K +$44.2K +335 +11%
PAA
734
Peregrine Asset Advisers
Oregon
$453K -$4.87M -36,930 -92%
LA
735
LexAurum Advisors
Kansas
$452K -$2.09M -15,874 -83%
OPS
736
Orion Portfolio Solutions
Nebraska
$451K +$41.8K +317 +10%
CAM
737
Concorde Asset Management
Michigan
$446K -$1.54M -11,660 -78%
CA
738
Calton & Associates
Florida
$440K -$51.4K -390 -11%
ACA
739
Affinity Capital Advisors
California
$433K – – –
BAM
740
Baldrige Asset Management
Pennsylvania
$432K +$10K +76 +2%
HWMA
741
Heritage Wealth Management (Arizona)
Arizona
$432K +$72.1K +547 +21%
SIM
742
Sadoff Investment Management
Wisconsin
$430K – – –
CIA
743
Choate Investment Advisors
Massachusetts
$428K -$6.59K -50 -2%
VSWA
744
Vontobel Swiss Wealth Advisors
Switzerland
$427K +$48.2K +366 +13%
JSL
745
JT Stratford LLC
Georgia
$426K +$12.8K +97 +3%
FWM
746
Frontier Wealth Management
Missouri
$425K +$2.9K +22 +0.7%
SBH
747
Segall Bryant & Hamill
Illinois
$423K +$23.3K +177 +6%
DBIA
748
Dumont & Blake Investment Advisors
New Jersey
$421K – – –
CA
749
Clearstead Advisors
Ohio
$419K +$89.9K +682 +28%
VCM
750
Verde Capital Management
Michigan
$418K +$42.6K +323 +12%
28 29
30
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