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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1051
SYM Financial Corp
Indiana
$13.9K +$13.8K +127 New
CTWM
1052
Cherry Tree Wealth Management
Minnesota
$13.4K – – –
CFP
1053
Comprehensive Financial Planning
Pennsylvania
$13.3K – – –
MFC
1054
Morris Financial Concepts
South Carolina
$12.9K – – –
NWM
1055
Nova Wealth Management
Florida
$12.5K – – –
EWM
1056
Evermay Wealth Management
Virginia
$12.4K +$9.15K +84 +280%
BF
1057
Brooklyn FI
New York
$12.1K +$12.3K +113 New
PSB
1058
Piscataqua Savings Bank
New Hampshire
$12K – – –
PSFG
1059
Park Square Financial Group
Georgia
$11.7K +$1.63K +15 +16%
AC
1060
AlphaCore Capital
California
$11.2K – – –
MWPCG
1061
Measured Wealth Private Client Group
New Hampshire
$11.2K – – –
ST
1062
Smithfield Trust
Pennsylvania
$11K – – –
BH
1063
Burk Holdings
Oklahoma
$10.9K +$8.72K +80 +400%
PAIM
1064
Punch & Associates Investment Management
Minnesota
$10.5K +$1.42K +13 +16%
ACA
1065
American Capital Advisory
Idaho
$10.5K +$10.5K +96 New
PS
1066
Pinney & Scofield
Massachusetts
$10.1K -$10.1K -93 -50%
DWM
1067
Darwin Wealth Management
Florida
$9.52K +$109 +1 +1%
GIP
1068
Granite Investment Partners
California
$9.27K – – –
JAM
1069
JCIC Asset Management
Ontario, Canada
$9.27K – – –
SFG
1070
Strive Financial Group
Indiana
$8.94K -$5.88K -54 -40%
PWA
1071
Physician Wealth Advisors
Utah
$8.89K +$109 +1 +1%
PAI
1072
Pittenger & Anderson Inc
Nebraska
$8.51K +$8.5K +78 New
WAG
1073
Wilkerson Advisory Group
Missouri
$8.18K – – –
MI
1074
Markowski Investments
Florida
$8.18K +$8.17K +75 New
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$8.07K +$8.06K +74 New
41 42
43
44 45