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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
776
BTS Asset Management
Massachusetts
$155K +$92.5K +726 +142%
BMM
777
Berkshire Money Management
Massachusetts
$151K +$155K +1,219 New
WB
778
West Bancorporation
Iowa
$150K – – –
AIS
779
Accurate Investment Solutions
Pennsylvania
$146K +$147K +1,157 +5,259%
TCOV
780
Trust Company of Vermont
Vermont
$142K – – –
VFA
781
Valeo Financial Advisors
Indiana
$137K +$44.3K +348 +6%
MGI
782
MayTech Global Investments
New York
$136K – – –
EIP
783
Ellis Investment Partners
Pennsylvania
$134K -$18.9K -148 -12%
FEG
784
Financial Enhancement Group
Indiana
$134K -$18.3K -144 -12%
NCM
785
New Capital Management
Texas
$130K -$58.9K -462 -31%
PB
786
Pinnacle Bancorp
Nebraska
$130K +$12.2K +96 +10%
GCM
787
Gables Capital Management
Florida
$124K -$5.61K -44 -4%
LC
788
Lindbrook Capital
California
$124K +$127K +1,000 New
SM
789
SG3 Management
Puerto Rico
$124K +$127K +1,000 New
BCM
790
Blume Capital Management
California
$123K – – –
BAM
791
Barrett Asset Management
New York
$122K +$127 +1 +0.1%
RCA
792
Ranch Capital Advisors
Florida
$120K -$83K -651 -40%
AAP
793
Arax Advisory Partners
Colorado
$119K -$115K -900 -48%
OPS
794
Orion Portfolio Solutions
Nebraska
$119K -$101K -792 -45%
CFD
795
Creative Financial Designs
Indiana
$119K -$1.4K -11 -1%
SCA
796
Stonebridge Capital Advisors
Minnesota
$117K – – –
EW
797
Evoke Wealth
California
$115K +$119K +934 New
SWM
798
Sugarloaf Wealth Management
Georgia
$115K +$510 +4 +0.4%
IFAM
799
Institutional & Family Asset Management
Colorado
$115K +$637 +5 +0.5%
GI
800
Gradient Investments
Minnesota
$110K -$4.21K -33 -4%
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32
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