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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1026
Breakwater Investment Management
Washington
$7.19K +$7.17K +66 New
GWSA
1027
Global Wealth Strategies & Associates
Colorado
$6.32K +$6.3K +58 New
WWMSC
1028
Wagner Wealth Management (South Carolina)
South Carolina
$5.77K -$41.2K -379 -88%
HMS
1029
Hanseatic Management Services
New Mexico
$5.66K – – –
PMFA
1030
Plante Moran Financial Advisors
Michigan
$5.12K – – –
SFC
1031
SYM Financial Corp
Indiana
$4.9K -$29.1K -268 -86%
MRCM
1032
M&R Capital Management
New Jersey
$4.36K – – –
RWPA
1033
Richard W. Paul & Associates
Michigan
$4.25K – – –
PAIM
1034
Punch & Associates Investment Management
Minnesota
$3.92K +$1.2K +11 +44%
WIC
1035
Woodmont Investment Counsel
Tennessee
$3.81K +$3.8K +35 New
HFS
1036
Hantz Financial Services
Michigan
$3K +$2.72K +25 New
AWA
1037
Alaska Wealth Advisors
Alaska
$2.94K – – –
OHWP
1038
Oak Harbor Wealth Partners
North Carolina
$2.5K – – –
WPWM
1039
Western Pacific Wealth Management
Illinois
$2.4K +$2.39K +22 New
FUBT
1040
First United Bank & Trust
Maryland
$2.18K – – –
VF
1041
VitalStone Financial
Texas
$2K -$1.74K -16 -42%
POIA
1042
Pin Oak Investment Advisors
Texas
$2K – – –
SC
1043
SouthState Corp
Florida
$1.85K +$1.85K +17 New
MWM
1044
MGB Wealth Management
Texas
$1.81K – – –
CIM
1045
Contravisory Investment Management
Massachusetts
$1.74K – – –
FPFS
1046
First Personal Financial Services
North Carolina
$1.63K -$54.7K -503 -97%
AGWCA
1047
Annis Gardner Whiting Capital Advisors
Florida
$1.63K – – –
DJSG
1048
D.J. St. Germain
Massachusetts
$1.63K +$1.63K +15 New
CPA
1049
Clear Point Advisors
New York
$1.49K – – –
ACA
1050
American Capital Advisory
Idaho
$1.32K +$1.3K +12 New
40 41
42
43 44