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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
901
Pioneer Wealth Management Group
Texas
$230K +$217K +2,082 New
PFBT
902
Parkside Financial Bank & Trust
Missouri
$230K -$45.4K -436 -17%
HAM
903
Harmony Asset Management
Arizona
$230K +$217K +2,080 New
OCPWS
904
One Charles Private Wealth Services
Massachusetts
$228K -$14.2K -136 -6%
CWG
905
Cornerstone Wealth Group
North Carolina
$226K +$213K +2,046 New
GWM
906
Gray Wealth Management
Maine
$226K +$6.77K +65 +3%
PIA
907
Powell Investment Advisors
Florida
$226K -$58.8K -565 -22%
EWA
908
EverSource Wealth Advisors
Alabama
$224K +$76.3K +733 +57%
CB
909
CNB Bank
Pennsylvania
$224K -$7.91K -76 -4%
AIC
910
Archer Investment Corporation
Indiana
$224K -$9.89K -95 -4%
CPRC
911
Consolidated Portfolio Review Corp
New York
$222K -$192K -1,843 -48%
T
912
TrueFG
Texas
$222K +$208K +1,994 New
GKWIM
913
Gerber Kawasaki Wealth & Investment Management
California
$221K +$208K +2,000 New
PWP
914
Private Wealth Partners
California
$221K – – –
CSC
915
Caldwell Sutter Capital
California
$220K +$79.9K +767 +63%
BCWM
916
Bartlett & Co Wealth Management
Ohio
$217K – – –
BC
917
Bartlett & Co
Ohio
$217K – – –
KFI
918
Key Financial Inc
Pennsylvania
$216K -$63K -605 -24%
WAL
919
W Advisors LLC
Tennessee
$215K +$202K +1,941 New
CFG
920
Citizens Financial Group
Rhode Island
$215K +$202K +1,940 New
BWM
921
Baron Wealth Management
Michigan
$214K +$202K +1,937 New
MWM
922
Meridian Wealth Management
Kentucky
$213K +$201K +1,926 New
VCM
923
Verde Capital Management
Michigan
$212K -$43.1K -414 -18%
VCA
924
Verdence Capital Advisors
Maryland
$211K -$88.9K -854 -31%
IAA
925
Independent Advisor Alliance
North Carolina
$211K -$5.31K -51 -3%
35 36
37
38 39