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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
726
Avidian Wealth Enterprises
Texas
$284K -$454K -4,116 -60%
CNBTD
727
Citizens National Bank Trust Department
Mississippi
$279K -$51.3K -465 -15%
TCOV
728
Trust Company of Vermont
Vermont
$279K +$81.3K +738 +37%
CT
729
Caldwell Trust
Florida
$278K -$4.85K -44 -2%
DWT
730
Dorsey & Whitney Trust
South Dakota
$278K +$299K +2,715 New
RPWA
731
Regent Peak Wealth Advisors
Georgia
$276K +$85.3K +774 +40%
SIM
732
Sadoff Investment Management
Wisconsin
$274K -$61.9K -562 -17%
BTWM
733
Baker Tilly Wealth Management
Wisconsin
$274K -$12K -109 -4%
JBA
734
Johnson Bixby & Associates
Washington
$270K -$31.1K -282 -10%
TCM
735
Triumph Capital Management
Colorado
$268K -$4.12M -37,382 -93%
PIA
736
Pinion Investment Advisors
Kansas
$267K -$57.1K -518 -17%
HA
737
Hofer & Associates
California
$267K +$1.1K +10 +0.4%
GCAC
738
Guardian Capital Advisors (Canada)
Ontario, Canada
$266K -$2.98K -27 -1%
CB
739
Cadence Bank
Mississippi
$266K +$287K +2,604 New
GBWM
740
Granite Bay Wealth Management
New Hampshire
$264K -$6.83K -62 -2%
WAM
741
Walker Asset Management
Missouri
$264K +$15.9K +144 +6%
BO
742
BRR OpCo
Ohio
$260K +$280K +2,539 New
TI
743
Tidal Investments
Wisconsin
$259K – – –
VCA
744
Verdence Capital Advisors
Maryland
$257K +$11.7K +106 +4%
JC
745
Jentner Corp
Ohio
$256K – – –
WSTAM
746
Wilbanks Smith & Thomas Asset Management
Virginia
$252K -$12.1K -110 -4%
EAM
747
Empirical Asset Management
Massachusetts
$252K +$4.63K +42 +2%
BCWM
748
Bartlett & Co Wealth Management
Ohio
$250K +$2.98K +27 +1%
BC
749
Bartlett & Co
Ohio
$250K +$2.98K +27 +1%
FCCM
750
First City Capital Management
Georgia
$249K -$1.65K -15 -0.6%
28 29
30
31 32