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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
576
ACG Wealth
Georgia
$538K +$51.6K +405 +11%
LPIC
577
LeJeune Puetz Investment Counsel
Michigan
$536K +$255 +2 +0%
APW
578
Aurora Private Wealth
New Jersey
$535K +$532K +4,181 New
BA
579
Ballew Advisors
Mississippi
$533K -$15.3K -120 -3%
KF
580
Krilogy Financial
Missouri
$530K +$95.6K +751 +22%
RG
581
Retirement Group
California
$530K +$527K +4,139 New
NWS
582
Newport Wealth Strategies
California
$529K +$527K +4,139 New
GPA
583
Guidance Point Advisors
Massachusetts
$527K +$89.5K +703 +21%
BSAM
584
Blue Sky Asset Management
Colorado
$525K +$523K +4,106 New
PWLP
585
Prio Wealth Limited Partnership
Massachusetts
$514K – – –
ATPW
586
Ashton Thomas Private Wealth
Arizona
$514K -$174K -1,363 -25%
SLI
587
Symetra Life Insurance
Washington
$512K – – –
VHAM
588
Van Hulzen Asset Management
California
$508K +$248K +1,947 +96%
BAAM
589
Baker Avenue Asset Management
California
$505K +$71.4K +561 +17%
LWM
590
Liberty Wealth Management
California
$501K -$293K -2,300 -37%
CBU
591
CIBC Bank USA
Illinois
$499K – – –
TSS
592
Two Sigma Securities
New York
$490K +$488K +3,831 New
ICM
593
IMS Capital Management
Oregon
$486K – – –
RIA
594
Realta Investment Advisors
Delaware
$482K +$47.5K +373 +11%
AWM
595
Atticus Wealth Management
Florida
$479K +$476K +3,740 New
SBWM
596
Sunflower Bank Wealth Management
Arizona
$478K -$9.55K -75 -2%
EP
597
Eudaimonia Partners
Tennessee
$477K +$474K +3,725 New
HIS
598
Horizon Investment Services
Indiana
$474K -$637 -5 -0.1%
MG
599
Mather Group
Illinois
$474K +$152K +1,196 +48%
BHB
600
Bank Hapoalim BM
Israel
$473K – – –
22 23
24
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