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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
826
ARS Wealth Advisors Group
Florida
$306K -$8.78K -79 -3%
WA
827
WESPAC Advisors
California
$304K +$28.8K +259 +10%
AA
828
Advisory Alpha
Michigan
$304K +$35.6K +320 +13%
CB
829
CNB Bank
Pennsylvania
$304K +$99K +890 +48%
EWA
830
EverSource Wealth Advisors
Alabama
$303K +$127K +1,144 +71%
FA
831
Fortis Advisors
Pennsylvania
$302K +$49.5K +445 +19%
BIA
832
BHK Investment Advisors
Alabama
$300K -$3.11K -28 -1%
EFG
833
Elevated Financial Group
Indiana
$298K +$301K +2,708 New
EWM
834
Evercore Wealth Management
New York
$296K +$6.23K +56 +2%
TF
835
Trek Financial
Arizona
$295K -$265K -2,383 -47%
BPW
836
BlueDoor Private Wealth
Massachusetts
$293K +$296K +2,663 New
DC
837
Davenport & Co
Virginia
$293K +$42.8K +385 +17%
OA
838
Operose Advisors
Wisconsin
$293K +$109K +983 +59%
WE
839
Wealth Effects
Massachusetts
$293K +$2.22K +20 +0.8%
AWM
840
Avaii Wealth Management
Wisconsin
$292K -$14.5K -130 -5%
QCM
841
Quantinno Capital Management
New York
$290K +$293K +2,631 New
SCP
842
Sandhill Capital Partners
New York
$289K +$22.7K +204 +8%
WWM
843
Western Wealth Management
Colorado
$289K +$38.8K +349 +15%
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$288K -$2.11K -19 -0.7%
UAS
845
United Asset Strategies
New York
$288K +$15.2K +137 +6%
HIA
846
Harbor Investment Advisory
Maryland
$286K – – –
VWWMG
847
Vermillion & White Wealth Management Group
Pennsylvania
$286K -$8.67K -78 -3%
FL
848
FreeGulliver LLC
Louisiana
$282K – – –
ZF
849
Zhang Financial
Michigan
$281K +$283K +2,546 New
NWMG
850
National Wealth Management Group
Ohio
$277K +$279K +2,511 New
32 33
34
35 36