LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
826
Winthrop Advisory Group
Massachusetts
$308K -$50.5K -454 -14%
AWAG
827
ARS Wealth Advisors Group
Florida
$306K -$8.78K -79 -3%
OMIC
828
Old Mission Investment Co
Michigan
$305K -$140K -1,255 -31%
WA
829
WESPAC Advisors
California
$304K +$28.8K +259 +10%
AA
830
Advisory Alpha
Michigan
$304K +$35.6K +320 +13%
CB
831
CNB Bank
Pennsylvania
$304K +$99K +890 +48%
EWA
832
EverSource Wealth Advisors
Alabama
$303K +$127K +1,144 +71%
FA
833
Fortis Advisors
Pennsylvania
$302K +$49.5K +445 +19%
BIA
834
BHK Investment Advisors
Alabama
$300K -$3.11K -28 -1%
EFG
835
Elevated Financial Group
Indiana
$298K +$301K +2,708 New
EWM
836
Evercore Wealth Management
New York
$296K +$6.23K +56 +2%
TF
837
Trek Financial
Arizona
$295K -$265K -2,383 -47%
BPW
838
BlueDoor Private Wealth
Massachusetts
$293K +$296K +2,663 New
DC
839
Davenport & Co
Virginia
$293K +$42.8K +385 +17%
OA
840
Operose Advisors
Wisconsin
$293K +$109K +983 +59%
WE
841
Wealth Effects
Massachusetts
$293K +$2.22K +20 +0.8%
AWM
842
Avaii Wealth Management
Wisconsin
$292K -$14.5K -130 -5%
QCM
843
Quantinno Capital Management
New York
$290K +$293K +2,631 New
SCP
844
Sandhill Capital Partners
New York
$289K +$22.7K +204 +8%
WWM
845
Western Wealth Management
Colorado
$289K +$38.8K +349 +15%
FDCDDQ
846
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K -$2.11K -19 -0.7%
UAS
847
United Asset Strategies
New York
$288K +$15.2K +137 +6%
HIA
848
Harbor Investment Advisory
Maryland
$286K – – –
VWWMG
849
Vermillion & White Wealth Management Group
Pennsylvania
$286K -$8.67K -78 -3%
FL
850
FreeGulliver LLC
Louisiana
$282K – – –