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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
601
Greenup Street Wealth Management
Michigan
$783K +$802K +7,328 New
SAI
602
Savvy Advisors Inc
New York
$775K +$56.7K +518 +8%
RFN
603
RDA Financial Network
Iowa
$771K +$89.3K +816 +13%
RA
604
Rockingstone Advisors
Massachusetts
$771K +$187K +1,711 +31%
MPPLM
605
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$769K -$15.6K -143 -2%
PSCM
606
Per Stirling Capital Management
Texas
$767K -$2.95K -27 -0.4%
GI
607
GLOBALT Investments
Georgia
$767K +$59.1K +540 +8%
EAM
608
Everstar Asset Management
North Carolina
$763K -$18.6K -170 -2%
TAM
609
Titleist Asset Management
Texas
$761K -$12.1K -111 -2%
PA
610
Parallel Advisors
California
$758K -$410K -3,747 -35%
GWM
611
GK Wealth Management
Nevada
$757K +$775K +7,081 New
CP
612
Clarendon Private
Massachusetts
$752K +$770K +7,041 New
MSFS
613
Main Street Financial Solutions
Pennsylvania
$751K -$23.6K -216 -3%
WFS
614
WealthGarden F.S.
California
$748K -$61.5K -562 -7%
MLM
615
Mount Lucas Management
Pennsylvania
$746K +$33K +302 +5%
AFP
616
Ausdal Financial Partners
Iowa
$746K +$279K +2,554 +58%
CSB
617
City State Bank
Iowa
$738K – – –
CAG
618
Crestwood Advisors Group
Massachusetts
$737K -$34.7K -317 -4%
AWP
619
Axis Wealth Partners
Rhode Island
$735K +$753K +6,881 New
TCM
620
Traynor Capital Management
Pennsylvania
$734K -$158K -1,440 -17%
AWA
621
Arete Wealth Advisors
Illinois
$733K -$330K -3,015 -31%
TPA
622
Trivium Point Advisory
Connecticut
$720K -$77.8K -711 -10%
SFFS
623
Stonehage Fleming Financial Services
Jersey
$701K -$120K -1,100 -14%
NCFG
624
New Century Financial Group
New Jersey
$700K -$16.6K -152 -2%
MWM
625
Modern Wealth Management
Kansas
$695K +$299K +2,732 +72%
23 24
25
26 27