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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
826
Stokes Family Office
Louisiana
$220K -$43.4K -412 -16%
WE
827
Wealth Effects
Massachusetts
$219K – – –
PA
828
Procyon Advisors
Connecticut
$218K +$3.69K +35 +2%
SFG
829
Sovereign Financial Group
Connecticut
$218K +$225K +2,135 New
CPA
830
Cardiff Park Advisors
California
$218K +$316 +3 +0.1%
RMC
831
Regis Management Company
California
$217K – – –
CW
832
Connectus Wealth
Ohio
$217K -$2.7M -25,644 -92%
WQ
833
Wealth Quarterback
New Jersey
$216K -$275K -2,609 -55%
CIAS
834
Capital Investment Advisory Services
North Carolina
$216K -$145K -1,372 -39%
AIC
835
Archer Investment Corporation
Indiana
$216K -$131K -1,238 -37%
DAM
836
Derbend Asset Management
Georgia
$215K +$222K +2,108 New
SWA
837
SOA Wealth Advisors
New York
$215K +$2K +19 +0.9%
CB
838
CNB Bank
Pennsylvania
$214K – – –
VA
839
Vident Advisory
Georgia
$214K +$221K +2,100 New
GIP
840
Greatmark Investment Partners
Georgia
$214K – – –
GD
841
Grandfield & Dodd
New York
$213K – – –
WI
842
Wedgewood Investors
Pennsylvania
$213K – – –
LIA
843
LifePlan Investment Advisors
North Carolina
$210K +$217K +2,058 New
AWM
844
Axxcess Wealth Management
California
$208K -$34.4K -326 -14%
PWP
845
Private Wealth Partners
California
$204K -$886K -8,400 -81%
WA
846
Waverly Advisors
Alabama
$204K +$2.74K +26 +1%
LFG
847
Larson Financial Group
Missouri
$204K +$10.5K +100 +5%
FWP
848
Firethorn Wealth Partners
Georgia
$203K +$210K +1,995 New
JHCP
849
Jackson Hole Capital Partners
Oklahoma
$202K – – –
MWM
850
McNaughton Wealth Management
California
$202K -$1.3M -12,285 -86%
32 33
34
35 36