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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
PPM America
Illinois
– -$496K -4,525 Closed
FA
1052
Fermata Advisors
California
– -$496K -4,522 Closed
SPP
1053
Single Point Partners
Massachusetts
– -$480K -4,379 Closed
MHS
1054
M Holdings Securities
Oregon
– -$478K -4,363 Closed
SSWM
1055
Smith Salley Wealth Management
North Carolina
– -$435K -3,965 Closed
WAS
1056
Wealth Advisory Solutions
Indiana
– -$412K -3,757 Closed
CIA
1057
Caerus Investment Advisors
Texas
– -$386K -3,519 Closed
JF
1058
Jump Financial
Illinois
– -$367K -3,349 Closed
AWM
1059
Accurate Wealth Management
Florida
– -$356K -3,241 Closed
CWP
1060
Capital Wealth Planning
Florida
– -$317K -2,894 Closed
HA
1061
Hofer & Associates
California
– -$300K -2,845 Closed
BWM
1062
BCS Wealth Management
Tennessee
– -$295K -2,695 Closed
CB
1063
Cadence Bank
Mississippi
– -$282K -2,570 Closed
MWAM
1064
Manhattan West Asset Management
California
– -$280K -2,551 Closed
FCCM
1065
First City Capital Management
Georgia
– -$267K -2,433 Closed
GAM
1066
Grandview Asset Management
Pennsylvania
– -$266K -2,425 Closed
AAM
1067
Ameraudi Asset Management
New York
– -$265K -2,415 Closed
LPAM
1068
Lodestar Private Asset Management
California
– -$257K -2,343 Closed
TF
1069
TLWM Financial
Texas
– -$247K -2,254 Closed
BW
1070
BIP Wealth
Georgia
– -$246K -2,246 Closed
CCM
1071
Canal Capital Management
Virginia
– -$239K -2,180 Closed
NFG
1072
Nations Financial Group
Iowa
– -$238K -2,173 Closed
PFA
1073
Pettinga Financial Advisors
Indiana
– -$234K -2,138 Closed
AC
1074
Anson Capital
Georgia
– -$231K -2,105 Closed
T
1075
TrueFG
Texas
– -$226K -2,065 Closed
41 42
43
44 45