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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PSB
1001
Piscataqua Savings Bank
New Hampshire
$12.4K – – –
TCM
1002
Tradewinds Capital Management
Washington
$11.5K +$11.3K +102 New
NPP
1003
New Potomac Partners
Maryland
$11.3K +$11.1K +100 New
LIS
1004
Legacy Investment Solutions
Idaho
$9.96K +$10.2K +92 New
LWMI
1005
Legacy Wealth Management (Idaho)
Idaho
$9.96K +$10.2K +92 New
JAM
1006
JCIC Asset Management
Ontario, Canada
$9.6K – – –
IUHSA
1007
Itau Unibanco Holding S.A.
Brazil
$8.47K – – –
ADL
1008
Asset Dedication LLC
California
$8.02K – – –
AFWM
1009
Abich Financial Wealth Management
Virginia
$7.8K -$59.4K -537 -89%
FDCP
1010
Foster Dykema Cabot & Partners
Massachusetts
$7.8K – – –
SWC
1011
Spectrum Wealth Counsel
Indiana
$7.57K -$14.7K -133 -67%
BIM
1012
Breakwater Investment Management
Washington
$7.46K – – –
BTC
1013
Bank & Trust Company
Illinois
$7.34K – – –
DFA
1014
DHJJ Financial Advisors
Illinois
$6.78K -$6.75K -61 -50%
FWP
1015
FAS Wealth Partners
Kansas
$5.88K -$13.2K -119 -70%
HMS
1016
Hanseatic Management Services
New Mexico
$5.88K – – –
PMFA
1017
Plante Moran Financial Advisors
Michigan
$5.31K – – –
SFC
1018
SYM Financial Corp
Indiana
$5.08K – – –
WT
1019
Washington Trust
Rhode Island
$4.75K – – –
MFA
1020
Morling Financial Advisors
California
$4.75K +$4.65K +42 New
PFG
1021
Peterson Financial Group
Iowa
$4.68K +$4.54K +41 New
RWPA
1022
Richard W. Paul & Associates
Michigan
$4.41K – – –
PAIM
1023
Punch & Associates Investment Management
Minnesota
$4.18K – – –
MRCM
1024
M&R Capital Management
New Jersey
$3.95K – – –
APW
1025
Atlantic Private Wealth
North Carolina
$3.85K +$3.76K +34 New
39 40
41
42 43