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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
526
Verus Capital Partners
Arizona
$1.01M -$55.4K -504 -5%
SA
527
Sincerus Advisory
New York
$1.01M +$15.1K +137 +2%
FMWA
528
Forvis Mazars Wealth Advisors
Missouri
$1M – – –
TA
529
TFB Advisors
Kansas
$1M -$330K -3,005 -25%
PAYA
530
Phil A. Younker & Associates
Alaska
$1M +$986K +8,973 New
WA
531
Wealth Alliance
New York
$999K +$4.29K +39 +0.4%
WP
532
WealthShield Partners
North Carolina
$994K -$111K -1,011 -10%
HWM
533
HighMark Wealth Management
Minnesota
$987K -$17.3K -157 -2%
CFGA
534
Cambridge Financial Group (Arizona)
Arizona
$983K +$969K +8,819 New
CFD
535
Creative Financial Designs
Indiana
$977K +$316K +2,876 +49%
IC
536
Innealta Capital
Texas
$968K -$7.58K -69 -0.8%
BBHC
537
Brown Brothers Harriman & Co
New York
$966K +$60.5K +550 +7%
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$963K – – –
RWIA
539
Roger Wittlin Investment Advisory
California
$956K -$47.4K -431 -5%
DAS
540
Diversify Advisory Services
Utah
$955K -$39.5K -359 -4%
HIM
541
Hanlon Investment Management
New Jersey
$955K -$250K -2,271 -21%
LPP
542
Life Planning Partners
Florida
$953K +$55.6K +506 +6%
BRWA
543
B. Riley Wealth Advisors
Florida
$953K +$343K +3,117 +57%
A
544
AlphaQuest
New York
$947K +$934K +8,498 New
CIAS
545
CBIZ Investment Advisory Services
Ohio
$937K – – –
BBA
546
BLB&B Advisors
Pennsylvania
$934K -$55.6K -506 -6%
DE
547
Diversified Enterprises
Delaware
$932K +$43.5K +396 +5%
MC
548
Moors & Cabot
Massachusetts
$927K +$49.6K +451 +6%
TWP
549
Tempus Wealth Planning
California
$924K +$8.03K +73 +0.9%
HCM
550
Hollencrest Capital Management
California
$924K -$234K -2,129 -20%
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