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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BLWM
826
Bucket List Wealth Management
Florida
$272K +$69.2K +635 +34%
HAM
827
Harmony Asset Management
Arizona
$269K -$91.9K -843 -25%
CWMK
828
Caliber Wealth Management (Kansas)
Kansas
$269K -$20K -184 -7%
HIA
829
Harbor Investment Advisory
Maryland
$269K -$14.9K -137 -5%
DC
830
Davenport & Co
Virginia
$268K +$2.4K +22 +0.9%
WAG
831
Winthrop Advisory Group
Massachusetts
$265K -$38.2K -351 -13%
IWA
832
Icon Wealth Advisors
Texas
$264K +$1.74K +16 +0.7%
JEST
833
JTC Employer Solutions Trustee
Jersey
$262K – – –
FDCDDQ
834
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K -$25.2K -231 -9%
PCM
835
Palouse Capital Management
Washington
$260K -$104K -959 -29%
AT
836
American Trust
Kentucky
$260K +$7.63K +70 +3%
MFS
837
Madrid Financial Services
California
$259K +$2.29K +21 +0.9%
SI
838
Shaker Investments
Ohio
$257K +$654 +6 +0.3%
WCP
839
Wick Capital Partners
Pennsylvania
$257K – – –
VA
840
Vident Advisory
Georgia
$257K -$32.5K -298 -11%
PG
841
Prostatis Group
Maryland
$256K -$54.4K -499 -18%
IA
842
Invested Advisors
Pennsylvania
$256K -$105K -960 -29%
EAM
843
Empirical Asset Management
Massachusetts
$255K +$654 +6 +0.3%
MSWMA
844
Market Street Wealth Management Advisors
Indiana
$255K -$3.81K -35 -1%
KNW
845
Kesler Norman & Wride
Utah
$255K +$6.1K +56 +2%
NAS
846
NWF Advisory Services
California
$254K -$66K -606 -21%
TA
847
TPG Advisors
Illinois
$254K – – –
SSW
848
Smith Shellnut Wilson
Mississippi
$251K +$251K +2,300 New
CFM
849
Compass Financial Management
Florida
$251K +$252K +2,309 New
RSWM
850
Robertson Stephens Wealth Management
California
$251K +$1.96K +18 +0.8%
32 33
34
35 36