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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1101
Certus Wealth Management
California
– -$1.17M -10,562 Closed
AR
1102
Apeiron RIA
Texas
– -$1.11M -10,038 Closed
NAG
1103
Northstar Advisory Group
New Jersey
– -$1.09M -9,861 Closed
SEIA
1104
Signature Estate & Investment Advisors
California
– -$1.09M -9,823 Closed
SL
1105
SWMG LLC
Texas
– -$1.03M -9,264 Closed
RSWM
1106
Robertson Stephens Wealth Management
California
– -$936K -8,460 Closed
RFP
1107
RCS Financial Planning
Maryland
– -$863K -7,799 Closed
WIA
1108
World Investment Advisors
California
– -$856K -7,733 Closed
TLFA
1109
True Link Financial Advisors
California
– -$830K -7,500 Closed
DWA
1110
Dorsey Wright & Associates
California
– -$754K -6,815 Closed
CAP
1111
Columbia Advisory Partners
Washington
– -$682K -6,159 Closed
AP
1112
Aspect Partners
Virginia
– -$660K -5,963 Closed
TIA
1113
Traphagen Investment Advisors
New Jersey
– -$649K -5,865 Closed
AFAS
1114
Acorn Financial Advisory Services
Virginia
– -$594K -5,457 Closed
BWA
1115
BCU Wealth Advisors
Illinois
– -$545K -4,929 Closed
MWS
1116
Maxwell Wealth Strategies
California
– -$537K -4,856 Closed
BFG
1117
Buttonwood Financial Group
Missouri
– -$532K -4,804 Closed
PFA
1118
Pettinga Financial Advisors
Indiana
– -$517K -4,675 Closed
MSAGDF
1119
Moneda SA Administradora General de Fondos
Chile
– -$512K -4,627 Closed
QWM
1120
Quadcap Wealth Management
Texas
– -$508K -4,593 Closed
FW
1121
FirstPurpose Wealth
Utah
– -$497K -4,491 Closed
PWCM
1122
Processus Wealth & Capital Management
Tennessee
– -$495K -4,477 Closed
TPWA
1123
Twin Peaks Wealth Advisors
California
– -$489K -4,423 Closed
WAM
1124
Worth Asset Management
Texas
– -$463K -4,188 Closed
KWM
1125
Keebeck Wealth Management
Illinois
– -$445K -4,025 Closed
43 44
45
46 47