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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
1101
Noble Wealth Management PBC
Colorado
$2.29K – – –
FUBT
1102
First United Bank & Trust
Maryland
$2.18K – – –
TCOV
1103
Trust Company of Vermont
Vermont
$2.18K +$2.18K +20 New
POIA
1104
Pin Oak Investment Advisors
Texas
$2K – – –
CAIM
1105
Catherine Avery Investment Management
Florida
$1.85K +$1.85K +17 New
FMII
1106
Farmers & Merchants Investments Inc
Nebraska
$1.64K – – –
QWM
1107
Quaker Wealth Management
New Jersey
$1.53K – – –
KFG
1108
Kingdom Financial Group
Arizona
$1.53K +$1.52K +14 New
RRA
1109
Red Reef Advisors
Florida
$1.53K +$1.52K +14 New
PFM
1110
Phillips Financial Management
Indiana
$1.42K -$28.8K -264 -95%
PWAM
1111
Private Wealth Asset Management
Iowa
$1.42K +$1.42K +13 New
RF
1112
Robinswood Financial
Washington
$1.42K – – –
MFP
1113
Meramec Financial Planners
Missouri
$1.17K +$1.2K +11 New
TWM
1114
Topsail Wealth Management
North Carolina
$1.09K – – –
HFS
1115
Hantz Financial Services
Michigan
$1K -$87.8K -806 -99%
NA
1116
Networth Advisors
Pennsylvania
$982 – – –
FGC
1117
Financial Gravity Companies
Texas
$873 +$872 +8 New
DFA
1118
DHJJ Financial Advisors
Illinois
$546 +$218 +2 +67%
N
1119
Natixis
France
$545 -$695K -6,382 -100%
MIM
1120
MTM Investment Management
South Carolina
$436 – – –
DF
1121
Dunhill Financial
United Kingdom
$218 – – –
BCV
1122
Banque Cantonale Vaudoise
Switzerland
$86 – – –
HNW
1123
High Note Wealth
Minnesota
$54 – – –
CWP
1124
Clark Wealth Partners
Illinois
$1 – – –
BHCM
1125
Brevan Howard Capital Management
Jersey
– -$215M -1,975,000 Closed
43 44
45
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