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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
GAG
1076
GM Advisory Group
New York
– -$1.18M -11,042 Closed
OAS
1077
Optivise Advisory Services
Tennessee
– -$1.09M -10,210 Closed
GAM
1078
Gould Asset Management
California
– -$955K -8,935 Closed
EGM
1079
Engineers Gate Manager
New York
– -$914K -8,554 Closed
APWM
1080
Argonautica Private Wealth Management
Massachusetts
– -$903K -8,450 Closed
Federated Hermes
1081
Federated Hermes
Pennsylvania
– -$868K -8,128 Closed
CP
1082
Castleview Partners
Texas
– -$791K -7,406 Closed
OPWM
1083
Oxinas Partners Wealth Management
Indiana
– -$789K -7,388 Closed
NCFG
1084
New Century Financial Group
New Jersey
– -$700K -6,564 Closed
MWM
1085
Modern Wealth Management
Kansas
– -$695K -6,509 Closed
HCA
1086
Heck Capital Advisors
Wisconsin
– -$689K -6,446 Closed
XT
1087
XTX Topco
Cayman Islands
– -$573K -5,363 Closed
FA
1088
Forefront Analytics
Pennsylvania
– -$495K -4,629 Closed
CCA
1089
Carrera Capital Advisors
Michigan
– -$428K -4,006 Closed
EB
1090
Exchange Bank
California
– -$398K -3,722 Closed
KA
1091
Kovack Advisors
Florida
– -$392K -3,667 Closed
QC
1092
Quadrature Capital
United Kingdom
– -$383K -3,585 Closed
SW
1093
SVB Wealth
Massachusetts
– -$361K -3,378 Closed
ECM
1094
Exchange Capital Management
Michigan
– -$293K -2,746 Closed
NWM
1095
Napa Wealth Management
California
– -$292K -2,730 Closed
BWM
1096
BCS Wealth Management
Tennessee
– -$285K -2,665 Closed
CCAM
1097
Cascades Capital Asset Management
North Carolina
– -$275K -2,575 Closed
Brown Advisory
1098
Brown Advisory
Maryland
– -$273K -2,558 Closed
JC
1099
Jentner Corp
Ohio
– -$267K -2,500 Closed
PC
1100
Permanens Capital
New York
– -$266K -2,490 Closed
42 43
44
45 46