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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1026
Atlantic Private Wealth
North Carolina
$3.98K +$110 +1 +3%
CF
1027
Collier Financial
Colorado
$3.65K +$3.63K +33 New
RCM
1028
Raleigh Capital Management
North Carolina
$3.34K +$3.3K +30 New
EWM
1029
Evolution Wealth Management
Florida
$3.12K -$1.43K -13 -32%
SIS
1030
Strategic Investment Solutions
Illinois
$2.8K – – –
IAG
1031
Innovative Advisory Group
Massachusetts
$2.79K – – –
BCM
1032
Blume Capital Management
California
$2.79K +$2.75K +25 New
FCMT
1033
Founders Capital Management (Texas)
Texas
$2.58K – – –
OHWP
1034
Oak Harbor Wealth Partners
North Carolina
$2.56K – – –
POIA
1035
Pin Oak Investment Advisors
Texas
$2.45K – – –
NFSG
1036
Newbridge Financial Services Group
Florida
$2.23K -$660 -6 -23%
FUBT
1037
First United Bank & Trust
Maryland
$2.23K – – –
FWM
1038
FSA Wealth Management
Massachusetts
$2.23K – – –
LWMI
1039
Legacy Wealth Management (Idaho)
Idaho
$2.01K – – –
MWM
1040
MGB Wealth Management
Texas
$1.99K – – –
CAIM
1041
Catherine Avery Investment Management
Florida
$1.9K – – –
IWM
1042
Inlight Wealth Management
Georgia
$1.56K – – –
QWM
1043
Quaker Wealth Management
New Jersey
$1.56K – – –
RF
1044
Robinswood Financial
Washington
$1.45K – – –
NWMP
1045
Noble Wealth Management PBC
Colorado
$1.23K +$1.21K +11 New
ADL
1046
Asset Dedication LLC
California
$1K – – –
TRCT
1047
Tower Research Capital (TRC)
New York
$780 -$109K -996 -99%
WWA
1048
Wealth Watch Advisors
Colorado
$557 +$550 +5 New
MIM
1049
MTM Investment Management
South Carolina
$446 – – –
DFA
1050
DHJJ Financial Advisors
Illinois
$335 -$2.42K -22 -88%
40 41
42
43 44