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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RSC
776
Red Spruce Capital
Pennsylvania
$254K – – –
SFO
777
Stokes Family Office
Louisiana
$254K – – –
BPCE
778
Bank Pictet & Cie (Europe)
Germany
$251K – – –
PMFA
779
Plante Moran Financial Advisors
Michigan
$251K +$98.3K +908 +66%
BFA
780
Beaumont Financial Advisors
Massachusetts
$250K +$247K +2,282 New
CD
781
Chapin Davis
Maryland
$249K +$246K +2,271 New
CCFM
782
Clear Creek Financial Management
Washington
$248K +$20.2K +187 +9%
TF
783
TLWM Financial
Texas
$247K -$8.55K -79 -3%
BW
784
BIP Wealth
Georgia
$246K +$243K +2,246 New
NEWAS
785
N.E.W. Advisory Services
Wisconsin
$243K – – –
RWP
786
RWA Wealth Partners
Massachusetts
$241K -$17.3K -160 -7%
CCM
787
Canal Capital Management
Virginia
$239K -$1.94M -17,957 -89%
NFG
788
Nations Financial Group
Iowa
$238K -$3.03K -28 -1%
GWM
789
Geneos Wealth Management
Colorado
$235K +$96.5K +891 +71%
WE
790
Wealth Effects
Massachusetts
$235K – – –
PFA
791
Pettinga Financial Advisors
Indiana
$234K +$232K +2,138 New
CPA
792
Cardiff Park Advisors
California
$233K +$217 +2 +0.1%
RMC
793
Regis Management Company
California
$233K – – –
PIA
794
Powell Investment Advisors
Florida
$232K – – –
WAG
795
Wallace Advisory Group
California
$231K – – –
AC
796
Anson Capital
Georgia
$231K -$1.31M -12,140 -85%
GD
797
Grandfield & Dodd
New York
$229K – – –
PA
798
Procyon Advisors
Connecticut
$229K -$217 -2 -0.1%
WI
799
Wedgewood Investors
Pennsylvania
$229K – – –
FRA
800
Front Row Advisors
California
$228K -$4.87K -45 -2%
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32
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