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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
776
Riverbend Wealth Management
South Carolina
$286K +$280K +2,605 New
SMDAM
777
Sumitomo Mitsui DS Asset Management
Japan
$285K -$66.4K -619 -19%
HIA
778
Harbor Investment Advisory
Maryland
$285K – – –
CFA
779
Camarda Financial Advisors
Florida
$281K +$70K +652 +34%
BIA
780
BHK Investment Advisors
Alabama
$279K -$8.58K -80 -3%
RFS
781
Richardson Financial Services
Massachusetts
$278K +$91.4K +852 +50%
GVAG
782
Great Valley Advisor Group
Delaware
$278K -$4.08K -38 -1%
EWM
783
Evercore Wealth Management
New York
$276K – – –
DCM
784
Dimension Capital Management
Florida
$275K – – –
TYCC
785
Texas Yale Capital Corp
Florida
$274K +$32.1K +299 +14%
MCA
786
MSH Capital Advisors
Arizona
$274K +$268K +2,501 New
RIP
787
Reliant Investment Partners
North Carolina
$274K -$215 -2 -0.1%
CFB
788
Cullen/Frost Bankers
Texas
$274K +$9.87K +92 +4%
TWA
789
Talisman Wealth Advisors
New Jersey
$271K +$107 +1 +0%
SWA
790
Stratos Wealth Advisors
Ohio
$270K -$1.36M -12,634 -84%
TM
791
TigerOak Management
New Mexico
$269K +$215 +2 +0.1%
TA
792
TFG Advisers
Michigan
$268K -$26K -242 -9%
RB
793
Renasant Bank
Mississippi
$268K -$101K -940 -28%
WE
794
Wealth Effects
Massachusetts
$266K +$2.15K +20 +0.8%
UAS
795
United Asset Strategies
New York
$265K +$259K +2,418 New
CWP
796
Cyndeo Wealth Partners
Florida
$265K +$107 +1 +0%
SCP
797
Sandhill Capital Partners
New York
$265K +$322 +3 +0.1%
WA
798
WP Advisors
California
$264K +$2.9K +27 +1%
JEST
799
JTC Employer Solutions Trustee
Jersey
$263K – – –
SOAG
800
Silver Oak Advisory Group
Oregon
$263K +$258K +2,400 New
30 31
32
33 34