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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1151
Collective Family Office
Pennsylvania
– -$483K -3,500 Closed
PP
1152
Patron Partners
Texas
– -$460K -3,332 Closed
DWMG
1153
DB Wealth Management Group
California
– -$450K -3,261 Closed
MWM
1154
Mattern Wealth Management
Kansas
– -$421K -3,049 Closed
D
1155
Diversified
Delaware
– -$407K -2,999 Closed
QC
1156
QCM Cayman
Texas
– -$388K -2,811 Closed
AG
1157
Appleton Group
Wisconsin
– -$379K -2,746 Closed
LNWWM
1158
Laird Norton Wetherby Wealth Management
California
– -$378K -2,733 Closed
BFA
1159
Beacon Financial Advisory
Ohio
– -$372K -2,696 Closed
JFS
1160
JD Financial Services
Pennsylvania
– -$367K -2,658 Closed
HIS
1161
Harvest Investment Services
Illinois
– -$354K -2,564 Closed
TA
1162
Tectonic Advisors
Texas
– -$338K -2,537 -100%
NB
1163
Northwest Bancshares
Pennsylvania
– -$320K -2,312 Closed
MWM
1164
Midwest Wealth Management
Indiana
– -$308K -2,232 Closed
ACI
1165
Alpha Cubed Investments
California
– -$297K -2,153 Closed
NL
1166
NKCFO LLC
Illinois
– -$290K -2,100 Closed
1WA
1167
180 Wealth Advisors
Washington
– -$284K -2,080 Closed
HPC
1168
HM Payson & Co
Maine
– -$276K -2,000 Closed
PMFA
1169
Plante Moran Financial Advisors
Michigan
– -$270K -1,955 Closed
BCM
1170
Bluefin Capital Management
New York
– -$245K -1,841 Closed
IF
1171
IRON Financial
Illinois
– -$249K -1,801 Closed
OWA
1172
Octavia Wealth Advisors
Ohio
– -$236K -1,706 Closed
ICG
1173
InterOcean Capital Group
Tennessee
– -$233K -1,687 Closed
DT
1174
Diversified Trust
Tennessee
– -$226K -1,638 Closed
BCA
1175
Bay Colony Advisors
Massachusetts
– -$225K -1,625 Closed
45 46
47
48 49