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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
776
SimpliFi Inc
California
$389K -$37.9K -341 -9%
PCM
777
Palouse Capital Management
Washington
$387K -$56.4K -507 -13%
LWM
778
LongView Wealth Management
Georgia
$386K +$388K +3,494 New
SMDAM
779
Sumitomo Mitsui DS Asset Management
Japan
$386K +$81.8K +736 +27%
GAA
780
Global Assets Advisory
Florida
$379K -$208K -1,867 -35%
HGWM
781
Horst & Graben Wealth Management
Oregon
$376K -$53.7K -483 -12%
1CP
782
17 Capital Partners
Arizona
$375K +$378K +3,400 New
MA
783
Mezzasalma Advisors
New Jersey
$373K – – –
JDLA
784
J. Derek Lewis & Associates
California
$368K +$372K +3,342 New
IAIM
785
International Assets Investment Management
Florida
$365K +$43.9K +395 +14%
PMG
786
ProVise Management Group
Florida
$361K – – –
MCP
787
Miller Capital Partners
Michigan
$360K +$364K +3,270 New
SAM
788
Synergy Asset Management
Washington
$360K +$155K +1,390 +74%
PFM
789
Peak Financial Management
Massachusetts
$359K -$57.7K -519 -14%
DWA
790
Dorsey Wright & Associates
California
$358K -$35.7K -321 -9%
FWIA
791
Fort Washington Investment Advisors
Ohio
$355K – – –
PMAM
792
Picton Mahoney Asset Management
Ontario, Canada
$355K – – –
CA
793
Claro Advisors
Massachusetts
$353K -$110K -991 -24%
TWCA
794
Two West Capital Advisors
Kansas
$353K -$207K -1,862 -37%
GSIAS
795
Garden State Investment Advisory Services
New Jersey
$351K -$8.89K -80 -2%
QWP
796
Quotient Wealth Partners
Texas
$350K +$354K +3,180 New
ATC
797
Argent Trust Co
Tennessee
$349K – – –
MWM
798
Mission Wealth Management
California
$345K +$21K +189 +6%
EWA
799
EP Wealth Advisors
California
$344K +$347K +3,123 New
CGF
800
Constant Guidance Financial
Massachusetts
$343K -$898K -8,080 -72%
30 31
32
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