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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
851
Thompson Siegel & Walmsley
Virginia
$224K – – –
AWA
852
Acorn Wealth Advisors
Michigan
$223K -$992 -9 -0.4%
KFI
853
Key Financial Inc
Pennsylvania
$223K -$662 -6 -0.3%
CSC
854
Caldwell Sutter Capital
California
$222K – – –
PCM
855
Parsons Capital Management
Rhode Island
$221K -$48.4K -439 -18%
VCWM
856
Vista Cima Wealth Management
Arizona
$220K -$662 -6 -0.3%
RIL
857
Rothschild Investment LLC
Illinois
$219K +$11K +100 +5%
HPWM
858
High Point Wealth Management
New Jersey
$218K – – –
PWM
859
Peak Wealth Management
New Hampshire
$218K – – –
RFS
860
Richardson Financial Services
Massachusetts
$217K -$40.9K -371 -16%
RSC
861
Red Spruce Capital
Pennsylvania
$216K -$24.8K -225 -10%
AC
862
Addison Capital
Pennsylvania
$215K +$218K +1,973 New
FFA
863
Fragasso Financial Advisors
Pennsylvania
$215K +$882 +8 +0.4%
PWG
864
Portside Wealth Group
Utah
$214K -$39.5K -358 -15%
CMMS
865
Comprehensive Money Management Services
Florida
$213K – – –
TYCC
866
Texas Yale Capital Corp
Florida
$212K – – –
RWM
867
Revisor Wealth Management
Ohio
$212K +$221 +2 +0.1%
FCM
868
Fortis Capital Management
Washington
$210K -$551 -5 -0.3%
RFO
869
RiverGlades Family Offices
Florida
$210K +$212K +1,926 New
BI
870
Breachway Investments
Rhode Island
$209K – – –
NG
871
Norden Group
Utah
$208K -$209K -1,900 -50%
WAM
872
Wallington Asset Management
Indiana
$208K -$7.5K -68 -3%
CNBOF
873
City National Bank of Florida
Florida
$208K – – –
FF
874
Finley Financial
Nevada
$207K – – –
GJIA
875
Glass Jacobson Investment Advisors
Maryland
$207K +$1.1K +10 +0.5%
33 34
35
36 37