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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FT
726
Fiduciary Trust
Massachusetts
$310K -$50.9K -470 -14%
DC
727
Davenport & Co
Virginia
$307K -$18.1K -167 -6%
HA
728
Hofer & Associates
California
$300K – – –
FSA
729
Fort Sheridan Advisors
Illinois
$299K -$18.6K -172 -6%
AWE
730
Avidian Wealth Enterprises
Texas
$299K -$1.06M -9,792 -78%
CT
731
Caldwell Trust
Florida
$298K – – –
BWM
732
BCS Wealth Management
Tennessee
$295K – – –
CSB
733
City State Bank
Iowa
$295K +$24.4K +225 +9%
DT
734
Diversified Trust
Tennessee
$291K +$287K +2,655 New
GLA
735
Good Life Advisors
Pennsylvania
$288K -$35K -323 -11%
WAM
736
Walker Asset Management
Missouri
$287K – – –
BHB
737
Bank Hapoalim BM
Israel
$287K -$10.8M -100,045 Closed
CWA
738
Canvas Wealth Advisors
Kansas
$286K +$30.9K +285 +12%
RFO
739
RiverGlades Family Offices
Florida
$286K – – –
FPAS
740
Focus Partners Advisor Solutions
Missouri
$283K -$4.58M -42,341 -94%
CF
741
Centaurus Financial
California
$283K +$44.7K +413 +19%
GCAC
742
Guardian Capital Advisors (Canada)
Ontario, Canada
$282K -$6.17K -57 -2%
CB
743
Cadence Bank
Mississippi
$282K – – –
I2I
744
Insight 2811 Inc
Illinois
$280K -$216K -1,994 -44%
KFI
745
Key Financial Inc
Pennsylvania
$280K +$192K +1,777 +228%
MWAM
746
Manhattan West Asset Management
California
$280K +$276K +2,551 New
SSB
747
Sandy Spring Bank
Maryland
$277K +$96.4K +890 +55%
PFBT
748
Parkside Financial Bank & Trust
Missouri
$276K +$541 +5 +0.2%
CWP
749
Concord Wealth Partners
Virginia
$276K -$13.4K -124 -5%
TYCC
750
Texas Yale Capital Corp
Florida
$275K -$10.8K -100 -4%
28 29
30
31 32