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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
801
RMR Wealth Builders
New Jersey
$129K +$128K +1,009 New
FPS
802
Fieldpoint Private Securities
Connecticut
$127K -$243K -1,905 -66%
BCM
803
Blume Capital Management
California
$127K – – –
BAM
804
Barrett Asset Management
New York
$126K +$127 +1 +0.1%
CFD
805
Creative Financial Designs
Indiana
$125K -$5.09K -40 -4%
SCA
806
Stonebridge Capital Advisors
Minnesota
$122K -$15.9K -125 -12%
PB
807
Pinnacle Bancorp
Nebraska
$122K – – –
EWA
808
Evolution Wealth Advisors
Florida
$120K +$119K +938 New
IFAM
809
Institutional & Family Asset Management
Colorado
$119K +$1.27K +10 +1%
SWM
810
Sugarloaf Wealth Management
Georgia
$119K +$118K +928 New
GI
811
Gradient Investments
Minnesota
$118K +$40.6K +319 +53%
CHA
812
Carmichael Hill & Associates
Maryland
$116K +$115K +905 New
VFA
813
Valeo Financial Advisors
Indiana
$112K +$9.55K +75 +1%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$108K +$81.6K +641 +316%
TCWM
815
Total Clarity Wealth Management
Illinois
$107K +$106K +834 New
SIAP
816
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$105K – – –
FCM
817
Firestone Capital Management
Florida
$99K +$98.4K +773 New
ACM
818
Allred Capital Management
Texas
$91.2K +$90.8K +713 New
FA
819
Faithward Advisors
Pennsylvania
$90K -$169K -1,324 -65%
ETI
820
Enterprise Trust & Investment
California
$90K – – –
PAI
821
Pittenger & Anderson Inc
Nebraska
$88K -$40.1K -315 -32%
TC
822
Trust Company
Kansas
$85K – – –
NPP
823
New Potomac Partners
Maryland
$84K -$3.18K -25 -4%
BBA
824
Braun-Bostich & Associates
Pennsylvania
$84K +$83.3K +654 New
SIS
825
Sound Income Strategies
Florida
$80K +$25K +196 +46%
31 32
33
34 35