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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWMA
851
Market Street Wealth Management Advisors
Indiana
$276K -$15.7K -141 -5%
PCM
852
Parsons Capital Management
Rhode Island
$272K -$391K -3,521 -59%
CFB
853
Cullen/Frost Bankers
Texas
$272K +$5.56K +50 +2%
AFA
854
Amicus Financial Advisors
Texas
$271K +$274K +2,462 New
CIAS
855
Capital Investment Advisory Services
North Carolina
$269K -$102K -914 -27%
SVWG
856
Shared Vision Wealth Group
United States
$266K -$106K -954 -28%
DCM
857
Dimension Capital Management
Florida
$266K – – –
PI
858
PFG Investments
New York
$265K -$2.45K -22 -0.9%
JEST
859
JTC Employer Solutions Trustee
Jersey
$265K – – –
SWP
860
Summit Wealth Partners
Florida
$263K -$72.6K -653 -22%
IWA
861
Icon Wealth Advisors
Texas
$262K -$17.6K -158 -6%
OCA
862
OpenArc Corporate Advisory
Georgia
$261K +$263K +2,368 New
CFA
863
Camarda Financial Advisors
Florida
$260K -$52.8K -475 -17%
PWMG
864
Pioneer Wealth Management Group
Texas
$260K -$5.22K -47 -2%
WCP
865
Wick Capital Partners
Pennsylvania
$259K – – –
AT
866
American Trust
Kentucky
$258K +$2.22K +20 +0.9%
EAM
867
Empirical Asset Management
Massachusetts
$257K -$27.5K -247 -10%
TA
868
TPG Advisors
Illinois
$256K +$8.34K +75 +3%
PWG
869
Portside Wealth Group
Utah
$256K -$93.5K -841 -27%
TI
870
Tidal Investments
Wisconsin
$255K -$29.2K -263 -10%
DBIA
871
Dumont & Blake Investment Advisors
New Jersey
$254K – – –
RSWM
872
Robertson Stephens Wealth Management
California
$251K – – –
RPG
873
Risk Paradigm Group
Texas
$249K +$252K +2,264 New
BCG
874
Breakwater Capital Group
New Jersey
$247K +$8.12K +73 +3%
CD
875
Chapin Davis
Maryland
$246K +$222 +2 +0.1%
33 34
35
36 37