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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
726
Financial Counselors Inc
Kansas
$417K – – –
PFM
727
Peak Financial Management
Massachusetts
$415K +$332 +3 +0.1%
CCAL
728
City Center Advisors LLC
Michigan
$411K +$48.1K +435 +14%
RIM
729
Redwood Investment Management
Arizona
$411K -$88.5K -800 -18%
CCM
730
Coldstream Capital Management
Washington
$410K -$16.7K -151 -4%
CT
731
Caldwell Trust
Florida
$407K +$89.2K +806 +29%
IC
732
IEQ Capital
California
$403K +$394K +3,565 New
PFM
733
Phillips Financial Management
Indiana
$400K -$28.3K -256 -7%
CSA
734
Cottage Street Advisors
Massachusetts
$399K +$144K +1,304 +59%
CJ
735
Caitlin John
Michigan
$398K +$343K +3,099 +539%
AFC
736
AFT Forsyth & Company
Florida
$396K -$59.1K -534 -13%
KA
737
Kovack Advisors
Florida
$390K -$47.6K -430 -11%
HTC
738
Haverford Trust Company
Pennsylvania
$390K – – –
IWN
739
Independent Wealth Network
Iowa
$388K -$15.8K -143 -4%
AWE
740
Avidian Wealth Enterprises
Texas
$387K +$15.6K +141 +4%
RFA
741
Resurgent Financial Advisors
Georgia
$386K +$58.3K +527 +18%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$374K -$61.2K -553 -14%
HCA
743
Heck Capital Advisors
Wisconsin
$374K +$366K +3,307 New
MCWA
744
Meadow Creek Wealth Advisors
Georgia
$370K -$2.77K -25 -0.8%
PMG
745
ProVise Management Group
Florida
$370K +$111 +1 +0%
GVAG
746
Great Valley Advisor Group
Delaware
$367K +$100K +905 +39%
CIAS
747
Capital Investment Advisory Services
North Carolina
$366K -$443 -4 -0.1%
AAA
748
Adams Asset Advisors
Texas
$365K – – –
FCM
749
Fortis Capital Management
Washington
$361K -$102K -922 -22%
CFO
750
CVA Family Office
Colorado
$356K -$109K -987 -24%
28 29
30
31 32