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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
751
Strait & Sound Wealth Management
California
$289K +$289K +2,674 New
DT
752
Diversified Trust
Tennessee
$289K +$1.51K +14 +0.5%
DE
753
Day & Ennis
Georgia
$287K -$60.3K -558 -17%
CFB
754
Cullen/Frost Bankers
Texas
$286K -$150K -1,386 -34%
GLA
755
Good Life Advisors
Pennsylvania
$284K -$216 -2 -0.1%
FPCG
756
Forum Private Client Group
Indiana
$283K -$32.4K -300 -10%
BHB
757
Bank Hapoalim BM
Israel
$283K – – –
RFO
758
RiverGlades Family Offices
Florida
$281K -$541 -5 -0.2%
WAM
759
Walker Asset Management
Missouri
$280K -$2.81K -26 -1%
PIA
760
Powell Investment Advisors
Florida
$279K +$50.3K +465 +22%
USCWA
761
U.S. Capital Wealth Advisors
Texas
$279K -$150K -1,383 -35%
SFO
762
Stokes Family Office
Louisiana
$278K +$27.5K +254 +11%
KFI
763
Key Financial Inc
Pennsylvania
$277K – – –
FHA
764
Flagship Harbor Advisors
Massachusetts
$273K +$3.35K +31 +1%
PFBT
765
Parkside Financial Bank & Trust
Missouri
$272K -$541 -5 -0.2%
VCA
766
Verdence Capital Advisors
Maryland
$272K +$1.3K +12 +0.5%
JC
767
Jentner Corp
Ohio
$270K – – –
CWP
768
Concord Wealth Partners
Virginia
$270K -$2.27K -21 -0.8%
EAM
769
Empirical Asset Management
Massachusetts
$266K +$2.06K +19 +0.8%
JIC
770
Joel Isaacson & Co
New York
$266K – – –
HIC
771
Holderness Investments Company
North Carolina
$265K +$757 +7 +0.3%
DBIA
772
Dumont & Blake Investment Advisors
New Jersey
$263K -$1.08K -10 -0.4%
CHA
773
Carmichael Hill & Associates
Maryland
$261K +$145K +1,339 +124%
DC
774
Davenport & Co
Virginia
$261K -$41.6K -385 -14%
SP
775
SWS Partners
Ohio
$261K -$324 -3 -0.1%
29 30
31
32 33