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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
776
Peak Financial Management
Massachusetts
$351K +$10.4K +95 +3%
TC
777
Trust Company
Kansas
$351K +$350K +3,215 New
CSP
778
Cary Street Partners
Virginia
$350K -$23.5K -216 -0.7%
SWIM
779
Smallwood Wealth Investment Management
New Jersey
$344K – – –
DWA
780
Dorsey Wright & Associates
California
$343K -$2.1M -19,239 -86%
EIA
781
Emerald Investment Advisers
Pennsylvania
$343K +$92K +844 +37%
MWM
782
Mission Wealth Management
California
$340K +$1.31K +12 +0.4%
RIP
783
Reliant Investment Partners
North Carolina
$337K – – –
IC
784
IEQ Capital
California
$335K -$622K -5,713 -65%
KWS
785
Keystone Wealth Services
California
$328K +$327 +3 +0.1%
AWM
786
AE Wealth Management
Kansas
$325K -$255K -2,342 -44%
BIA
787
BHK Investment Advisors
Alabama
$325K +$25.8K +237 +9%
CFB
788
Cullen/Frost Bankers
Texas
$323K +$54.3K +498 +20%
EWA
789
Etesian Wealth Advisors
Oregon
$323K -$93.3K -856 -22%
SWP
790
Sagespring Wealth Partners
Tennessee
$322K -$21.1K -194 -6%
CB
791
CNB Bank
Pennsylvania
$321K -$9.7K -89 -3%
BONH
792
Bank of New Hampshire
New Hampshire
$320K +$89.7K +823 +39%
CFA
793
Camarda Financial Advisors
Florida
$318K +$35.2K +323 +12%
MCWA
794
Meadow Creek Wealth Advisors
Georgia
$318K -$3.27K -30 -1%
RFWA
795
RPg Family Wealth Advisory
Massachusetts
$317K -$12.2K -112 -4%
RCA
796
Rose Capital Advisors
Florida
$315K +$315K +2,892 New
PCS
797
Personal CFO Solutions
New Jersey
$313K – – –
NP
798
NorthRock Partners
Minnesota
$313K +$33.5K +307 +12%
TM
799
TigerOak Management
New Mexico
$311K -$11.6K -106 -4%
SFG
800
Stonebridge Financial Group
California
$310K +$311K +2,851 New
30 31
32
33 34