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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
926
Joel Isaacson & Co
New York
$284K – – –
RIA
927
Realta Investment Advisors
Delaware
$284K +$35.1K +258 +14%
OFW
928
Omnia Family Wealth
Florida
$284K – – –
BFA
929
Beaumont Financial Advisors
Massachusetts
$283K -$1.1M -8,073 -80%
FPGK
930
Financial Partners Group (Kansas)
Kansas
$282K -$545 -4 -0.2%
KFGK
931
Keystone Financial Group (Kentucky)
Kentucky
$278K +$817 +6 +0.3%
NGA
932
Naples Global Advisors
Florida
$277K – – –
AWA
933
Acorn Wealth Advisors
Michigan
$277K +$273K +2,008 New
HPC
934
HM Payson & Co
Maine
$276K -$109K -800 -29%
IWP
935
IAG Wealth Partners
Wisconsin
$276K – – –
DC
936
Derby & Company
Massachusetts
$274K – – –
CA
937
Clearstead Advisors
Ohio
$273K – – –
MWM
938
Mission Wealth Management
California
$272K -$298K -2,191 -53%
PMFA
939
Plante Moran Financial Advisors
Michigan
$270K -$272 -2 -0.1%
WAM
940
Weatherly Asset Management
California
$270K – – –
CB
941
Community Bank
New York
$262K +$20.4K +150 +9%
ACA
942
Aptus Capital Advisors
Alabama
$261K +$198K +1,454 +333%
PFGIA
943
Patriot Financial Group Insurance Agency
Massachusetts
$260K -$56.9K -418 -18%
OPS
944
Orion Portfolio Solutions
Nebraska
$260K +$256K +1,879 New
SBSB
945
Sullivan, Bruyette, Speros & Blaney
Virginia
$258K +$136 +1 +0.1%
CFD
946
Creative Financial Designs
Indiana
$254K +$25.7K +189 +11%
BCM
947
Bluefin Capital Management
New York
$254K +$251K +1,841 New
AWA
948
Arkadios Wealth Advisors
Georgia
$251K +$32.3K +237 +15%
HCM
949
Hollencrest Capital Management
California
$250K -$81.6K -599 -25%
PPA
950
Parametric Portfolio Associates
Washington
$250K +$2.72K +20 +1%
36 37
38
39 40