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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1001
ORG Partners
Indiana
$5.71K -$482K -4,572 -99%
HMS
1002
Hanseatic Management Services
New Mexico
$4.9K +$105 +1 +2%
SFC
1003
SYM Financial Corp
Indiana
$4.59K -$483K -4,583 -99%
GWMIA
1004
Global Wealth Management Investment Advisory
Florida
$4.59K – – –
WBC
1005
West Branch Capital
Massachusetts
$4.39K – – –
VWM
1006
Valley Wealth Managers
New Jersey
$4.08K -$570K -5,403 -99%
MRCM
1007
M&R Capital Management
New Jersey
$4.08K – – –
MA
1008
MCF Advisors
Kentucky
$4.08K +$4.22K +40 New
MFA
1009
McClarren Financial Advisors
Pennsylvania
$4K +$4.32K +41 New
RWPA
1010
Richard W. Paul & Associates
Michigan
$3.98K – – –
IRC
1011
Investors Research Corp
Georgia
$3.88K -$2.42K -23 -38%
AWA
1012
Alaska Wealth Advisors
Alaska
$3.57K -$1.48K -14 -29%
PAIM
1013
Punch & Associates Investment Management
Minnesota
$3.47K +$527 +5 +17%
DWMG
1014
DB Wealth Management Group
California
$3.37K – – –
TAM
1015
Tucker Asset Management
Colorado
$3.06K -$1.69K -16 -35%
FIM
1016
FWL Investment Management
Texas
$2.96K +$3.06K +29 New
TWP
1017
TFO Wealth Partners
Ohio
$2.38K – – –
OHWP
1018
Oak Harbor Wealth Partners
North Carolina
$2.35K – – –
BWS
1019
Buck Wealth Strategies
Colorado
$2.35K +$2.42K +23 New
POIA
1020
Pin Oak Investment Advisors
Texas
$2K – – –
VNA
1021
Valley National Advisers
Pennsylvania
$2K – – –
GA
1022
GoalVest Advisory
New York
$1.84K +$1.9K +18 New
CIM
1023
Contravisory Investment Management
Massachusetts
$1.63K +$1.69K +16 New
AGWCA
1024
Annis Gardner Whiting Capital Advisors
Florida
$1.53K +$1.58K +15 New
FCAS
1025
First Command Advisory Services
Texas
$1.43K +$1.48K +14 New
39 40
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