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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
551
First Horizon Advisors
Tennessee
$662K +$170K +1,508 +33%
BHCM
552
Brevan Howard Capital Management
Jersey
$660K +$677K +6,000 New
TCA
553
Taconic Capital Advisors
New York
$660K +$677K +6,000 New
KPWS
554
Kestra Private Wealth Services
Texas
$659K -$297K -2,626 -30%
ACP
555
Aveo Capital Partners
Colorado
$657K -$3.45M -30,558 -84%
PWW
556
Pettyjohn Wood & White
Virginia
$655K -$24.5K -217 -4%
AFC
557
AFT Forsyth & Company
Florida
$652K -$163K -1,443 -20%
SWRP
558
Summit Wealth & Retirement Planning
California
$648K -$20.8K -184 -3%
WWA
559
WCG Wealth Advisors
Nevada
$646K +$663K +5,872 New
LWAC
560
Laurel Wealth Advisors (California)
California
$644K -$54.3K -481 -8%
HT
561
Heritage Trust
Oklahoma
$642K +$53.9K +477 +9%
ML
562
McAdam LLC
Pennsylvania
$639K +$104K +922 +19%
CIAS
563
Capital Investment Advisory Services
North Carolina
$637K +$49.2K +436 +8%
TWM
564
Tanglewood Wealth Management
Texas
$629K +$645K +5,714 New
SWM
565
Silverlake Wealth Management
Vermont
$629K +$209K +1,855 +48%
NAMM
566
NorthStar Asset Management (Massachusetts)
Massachusetts
$628K – – –
CCM
567
Canal Capital Management
Virginia
$625K +$6.32K +56 +1%
APWA
568
Atlas Private Wealth Advisors
New Jersey
$623K -$94.1K -833 -13%
IGWM
569
ICA Group Wealth Management
Colorado
$622K +$284K +2,518 +82%
PP
570
Prosperity Planning
Missouri
$616K – – –
SI
571
SimpliFi Inc
California
$616K +$4.29K +38 +0.7%
1SB
572
1ST Source Bank
Indiana
$613K – – –
WP
573
WealthShield Partners
North Carolina
$602K +$222K +1,968 +56%
RI
574
Ridgewood Investments
New Jersey
$598K +$25K +221 +4%
DWM
575
Defined Wealth Management
Oregon
$598K +$149K +1,319 +32%
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