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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1201
SYM Financial Corp
Indiana
– -$57K -425 Closed
FF
1202
FourThought Financial
Florida
– -$53K -400 Closed
BHWM
1203
Bay Harbor Wealth Management
Maryland
– -$50K -375 Closed
RCA
1204
Ranch Capital Advisors
Florida
– -$43K -320 Closed
HA
1205
Herold Advisors
New York
– -$37K -285 Closed
HIM
1206
HawsGoodwin Investment Management
Tennessee
– -$29K -221 Closed
RBC
1207
Roble Belko & Company
Pennsylvania
– -$29K -220 Closed
ODG
1208
O'Dell Group
Ohio
– -$27.4K -206 -100%
IF
1209
Ironwood Financial
Arizona
– -$23K -176 Closed
KIG
1210
Kowal Investment Group
Wisconsin
– -$20K -147 Closed
WLPWM
1211
Walled Lake Planning & Wealth Management
Illinois
– -$16K -121 Closed
MAM
1212
McCarthy Asset Management
California
– -$14K -107 Closed
WFO
1213
Wealthgate Family Office
Colorado
– -$14K -107 Closed
CB
1214
CNB Bank
Pennsylvania
– -$14K -105 Closed
CICI
1215
Capital Investment Counsel Inc
North Carolina
– -$13K -100 Closed
DOA
1216
D'Orazio & Associates
Virginia
– -$7K -53 Closed
AL
1217
ADE LLC
Maryland
– -$6K -47 Closed
FCM
1218
Firestone Capital Management
Florida
– -$4K -33 Closed
LDFR
1219
Lehman & Derafelo Financial Resources
Pennsylvania
– -$3K -24 Closed
RDFA
1220
Ritter Daniher Financial Advisory
Ohio
– -$3K -20 Closed
TFM
1221
TFC Financial Management
Massachusetts
– -$2K -12 Closed
SN
1222
Sittner & Nelson
Oregon
– -$1K -5 Closed
OHWP
1223
Oak Harbor Wealth Partners
North Carolina
– +$133 +1 New
FCAS
1224
First Command Advisory Services
Texas
– +$3.99K +30 New
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