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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
801
Walker Asset Management
Missouri
$275K -$8.96K -81 -3%
NW
802
Naviter Wealth
Arkansas
$273K +$267K +2,414 New
CWP
803
Cyndeo Wealth Partners
Florida
$273K -$11K -99 -4%
TWA
804
Talisman Wealth Advisors
New Jersey
$272K +$1.24M +11,166 New
SWA
805
Strata Wealth Advisors
Texas
$269K +$263K +2,379 New
WE
806
Wealth Effects
Massachusetts
$265K +$1.11K +10 +0.4%
KCM
807
Kanawha Capital Management
Virginia
$265K +$2.77K +25 +1%
AA
808
Advisory Alpha
Michigan
$264K -$178K -1,610 -41%
CHC
809
City Holding Co
West Virginia
$264K -$27.7K -250 -10%
RFO
810
RiverGlades Family Offices
Florida
$263K – – –
DBIA
811
Dumont & Blake Investment Advisors
New Jersey
$261K -$256K -2,310 -50%
RSC
812
Red Spruce Capital
Pennsylvania
$258K – – –
CFB
813
Cullen/Frost Bankers
Texas
$258K +$8.52K +77 +3%
RSWM
814
Robertson Stephens Wealth Management
California
$258K +$252K +2,282 New
BEI
815
Benjamin Edwards Inc
Missouri
$258K +$99.2K +897 +65%
NP
816
Nilsine Partners
Colorado
$257K – – –
COCM
817
Charter Oak Capital Management
New Hampshire
$256K +$250K +2,264 New
TYCC
818
Texas Yale Capital Corp
Florida
$249K – – –
CD
819
Chapin Davis
Maryland
$248K +$221 +2 +0.1%
HIA
820
Harbor Investment Advisory
Maryland
$246K – – –
FFO
821
Fiduciary Family Office
Florida
$244K -$36.1K -326 -13%
TSW
822
Thompson Siegel & Walmsley
Virginia
$243K -$8.52K -77 -3%
WPW
823
Watershed Private Wealth
Illinois
$243K -$202K -1,822 -46%
WCP
824
Wick Capital Partners
Pennsylvania
$240K -$14.4K -130 -6%
PI
825
PFG Investments
New York
$240K -$2.1K -19 -0.9%
31 32
33
34 35