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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
551
Focus Financial Network
Minnesota
$922K -$10.9K -99 -1%
CFO
552
Capitol Family Office
Oregon
$913K +$9.67K +88 +1%
DADC
553
D.A. Davidson & Co
Montana
$912K +$111K +1,013 +14%
CFP
554
Cypress Financial Planning
New Jersey
$911K +$17K +155 +2%
FFA
555
Founders Financial Alliance
North Carolina
$907K +$6.49K +59 +0.7%
MAM
556
Milestone Asset Management
Pennsylvania
$893K +$880K +8,008 New
UCFA
557
United Capital Financial Advisors
Texas
$888K -$48.9K -445 -5%
AWA
558
Arete Wealth Advisors
Illinois
$888K +$112K +1,022 +15%
MSFS
559
Main Street Financial Solutions
Pennsylvania
$885K +$31.9K +290 +4%
WANY
560
Wealthspire Advisors (New York)
New York
$880K -$26.8K -244 -3%
GSC
561
Ground Swell Capital
South Carolina
$872K +$860K +7,827 New
TBT
562
Texas Bank & Trust
Texas
$864K -$3.85K -35 -0.4%
HWM
563
HB Wealth Management
Georgia
$836K +$110K +1,000 +15%
AFP
564
Ausdal Financial Partners
Iowa
$831K +$819K +7,451 New
OCM
565
Orleans Capital Management
Louisiana
$826K -$607K -5,525 -43%
CSB
566
City State Bank
Iowa
$826K – – –
CFP
567
Cascade Financial Partners
California
$825K – – –
TCMP
568
Thrive Capital Management (Pennsylvania)
Pennsylvania
$813K -$141K -1,286 -15%
BAM
569
Belpointe Asset Management
Nevada
$813K +$321K +2,921 +67%
MLM
570
Mount Lucas Management
Pennsylvania
$806K +$31.7K +288 +4%
WFS
571
WealthGarden F.S.
California
$802K -$62.8K -571 -7%
OFP
572
OFC Financial Planning
New Jersey
$801K -$16.3K -148 -2%
IHL
573
Investment House LLC
California
$799K -$44K -400 -5%
CP
574
Clarendon Private
Massachusetts
$797K -$78.6K -715 -9%
MP
575
McDonald Partners
Ohio
$789K – – –
21 22
23
24 25