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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
HIW
1026
Holos Integrated Wealth
Pennsylvania
$4.16K – – –
APW
1027
Atlantic Private Wealth
North Carolina
$3.87K – – –
NFSG
1028
Newbridge Financial Services Group
Florida
$2.85K – – –
DFA
1029
DHJJ Financial Advisors
Illinois
$2.74K +$2.68K +25 New
NWM
1030
Nova Wealth Management
Florida
$2.74K +$2.68K +25 New
SIS
1031
Strategic Investment Solutions
Illinois
$2.72K – – –
OHWP
1032
Oak Harbor Wealth Partners
North Carolina
$2.52K – – –
FCMT
1033
Founders Capital Management (Texas)
Texas
$2.5K +$2.47K +23 New
RS
1034
Rakuten Securities
Japan
$2.41K +$537 +5 +29%
FUBT
1035
First United Bank & Trust
Maryland
$2.19K – – –
FWM
1036
FSA Wealth Management
Massachusetts
$2.19K +$2.15K +20 New
POIA
1037
Pin Oak Investment Advisors
Texas
$2K – – –
MYIA
1038
Mount Yale Investment Advisors
Colorado
$1.98K +$1.93K +18 New
LWMI
1039
Legacy Wealth Management (Idaho)
Idaho
$1.97K -$123K -1,143 -98%
LIS
1040
Legacy Investment Solutions
Idaho
$1.97K +$1.93K +18 New
MWM
1041
MGB Wealth Management
Texas
$1.93K +$107 +1 +6%
CAWM
1042
Capital A Wealth Management
Pennsylvania
$1.88K -$1.4K -13 -43%
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$1.86K – – –
CAIM
1044
Catherine Avery Investment Management
Florida
$1.86K – – –
IWM
1045
Inlight Wealth Management
Georgia
$1.53K -$1.93K -18 -56%
QWM
1046
Quaker Wealth Management
New Jersey
$1.53K +$1.5K +14 New
RF
1047
Robinswood Financial
Washington
$1.42K – – –
CI
1048
CX Institutional
Indiana
$1K – – –
ADL
1049
Asset Dedication LLC
California
$987 +$966 +9 New
CAM
1050
Creekmur Asset Management
Illinois
$767 +$751 +7 New
40 41
42
43 44