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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
901
Finer Wealth Management
Massachusetts
$231K -$19.1K -183 -8%
PWMG
902
Pioneer Wealth Management Group
Texas
$230K +$217K +2,082 New
PFBT
903
Parkside Financial Bank & Trust
Missouri
$230K -$45.4K -436 -17%
HAM
904
Harmony Asset Management
Arizona
$230K +$217K +2,080 New
OCPWS
905
One Charles Private Wealth Services
Massachusetts
$228K -$14.2K -136 -6%
CWG
906
Cornerstone Wealth Group
North Carolina
$226K +$213K +2,046 New
GWM
907
Gray Wealth Management
Maine
$226K +$6.77K +65 +3%
PIA
908
Powell Investment Advisors
Florida
$226K -$58.8K -565 -22%
EWA
909
EverSource Wealth Advisors
Alabama
$224K +$76.3K +733 +57%
CB
910
CNB Bank
Pennsylvania
$224K -$7.91K -76 -4%
AIC
911
Archer Investment Corporation
Indiana
$224K -$9.89K -95 -4%
CPRC
912
Consolidated Portfolio Review Corp
New York
$222K -$192K -1,843 -48%
T
913
TrueFG
Texas
$222K +$208K +1,994 New
GKWIM
914
Gerber Kawasaki Wealth & Investment Management
California
$221K +$208K +2,000 New
PWP
915
Private Wealth Partners
California
$221K – – –
CSC
916
Caldwell Sutter Capital
California
$220K +$79.9K +767 +63%
BCWM
917
Bartlett & Co Wealth Management
Ohio
$217K – – –
BC
918
Bartlett & Co
Ohio
$217K – – –
KFI
919
Key Financial Inc
Pennsylvania
$216K -$63K -605 -24%
WAL
920
W Advisors LLC
Tennessee
$215K +$202K +1,941 New
CFG
921
Citizens Financial Group
Rhode Island
$215K +$202K +1,940 New
BWM
922
Baron Wealth Management
Michigan
$214K +$202K +1,937 New
MWM
923
Meridian Wealth Management
Kentucky
$213K +$201K +1,926 New
VCM
924
Verde Capital Management
Michigan
$212K -$43.1K -414 -18%
VCA
925
Verdence Capital Advisors
Maryland
$211K -$88.9K -854 -31%
35 36
37
38 39