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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
776
Personal CFO Solutions
New Jersey
$313K -$13.9K -126 -4%
FA
777
Fortis Advisors
Pennsylvania
$311K +$12.6K +114 +4%
PG
778
Prostatis Group
Maryland
$311K +$2.65K +24 +0.8%
EFG
779
Elevated Financial Group
Indiana
$310K +$14.8K +134 +5%
CKAIS
780
Christensen King & Associates Investment Services
Washington
$303K -$21.9K -199 -7%
WAG
781
Winthrop Advisory Group
Massachusetts
$303K -$1.43K -13 -0.5%
PWMG
782
Pioneer Wealth Management Group
Texas
$302K +$45.3K +411 +17%
BBP
783
Banco BTG Pactual
Brazil
$302K +$305K +2,767 New
BIA
784
BHK Investment Advisors
Alabama
$299K +$2.1K +19 +0.7%
AWM
785
Avaii Wealth Management
Wisconsin
$299K +$10K +91 +3%
ABC
786
Associated Banc-Corp
Wisconsin
$298K +$301K +2,730 New
AWAU
787
Alliance Wealth Advisors (Utah)
Utah
$296K -$349K -3,165 -54%
WE
788
Wealth Effects
Massachusetts
$296K +$5.95K +54 +2%
PI
789
PFG Investments
New York
$293K +$31K +281 +12%
EWM
790
Evercore Wealth Management
New York
$292K – – –
QCM
791
Quantinno Capital Management
New York
$290K +$3.53K +32 +1%
OA
792
Operose Advisors
Wisconsin
$290K +$331 +3 +0.1%
BPW
793
BlueDoor Private Wealth
Massachusetts
$290K – – –
VA
794
Vident Advisory
Georgia
$289K -$171K -1,550 -37%
CWMK
795
Caliber Wealth Management (Kansas)
Kansas
$288K -$20.6K -187 -7%
DWP
796
Daymark Wealth Partners
Ohio
$288K -$19.2K -174 -6%
RIS
797
Richmond Investment Services
Wisconsin
$288K +$291K +2,639 New
UAS
798
United Asset Strategies
New York
$286K +$772 +7 +0.3%
FDCDDQ
799
Federation des caisses Desjardins du Quebec
Quebec, Canada
$285K – – –
AWAG
800
ARS Wealth Advisors Group
Florida
$285K -$18.1K -164 -6%
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32
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