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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PM
826
Pharo Management
New York
$221K -$34.6M -328,283 -99%
SFO
827
Stokes Family Office
Louisiana
$220K -$43.4K -412 -16%
WE
828
Wealth Effects
Massachusetts
$219K – – –
PA
829
Procyon Advisors
Connecticut
$218K +$3.69K +35 +2%
SFG
830
Sovereign Financial Group
Connecticut
$218K +$225K +2,135 New
CPA
831
Cardiff Park Advisors
California
$218K +$316 +3 +0.1%
RMC
832
Regis Management Company
California
$217K – – –
CW
833
Connectus Wealth
Ohio
$217K -$2.7M -25,644 -92%
WQ
834
Wealth Quarterback
New Jersey
$216K -$275K -2,609 -55%
CIAS
835
Capital Investment Advisory Services
North Carolina
$216K -$145K -1,372 -39%
AIC
836
Archer Investment Corporation
Indiana
$216K -$131K -1,238 -37%
DAM
837
Derbend Asset Management
Georgia
$215K +$222K +2,108 New
SWA
838
SOA Wealth Advisors
New York
$215K +$2K +19 +0.9%
CB
839
CNB Bank
Pennsylvania
$214K – – –
VA
840
Vident Advisory
Georgia
$214K +$221K +2,100 New
GIP
841
Greatmark Investment Partners
Georgia
$214K – – –
GD
842
Grandfield & Dodd
New York
$213K – – –
WI
843
Wedgewood Investors
Pennsylvania
$213K – – –
LIA
844
LifePlan Investment Advisors
North Carolina
$210K +$217K +2,058 New
AWM
845
Axxcess Wealth Management
California
$208K -$34.4K -326 -14%
PWP
846
Private Wealth Partners
California
$204K -$886K -8,400 -81%
WA
847
Waverly Advisors
Alabama
$204K +$2.74K +26 +1%
LFG
848
Larson Financial Group
Missouri
$204K +$10.5K +100 +5%
FWP
849
Firethorn Wealth Partners
Georgia
$203K +$210K +1,995 New
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$202K – – –
32 33
34
35 36