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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
B
626
Brightworth
Georgia
$479K +$54.6K +495 +12%
FPCG
627
Forum Private Client Group
Indiana
$476K -$32K -290 -6%
LPP
628
Life Planning Partners
Florida
$476K -$45.4K -412 -8%
WWP
629
WR Wealth Planners
Missouri
$475K -$28K -254 -5%
KPWS
630
Kestra Private Wealth Services
Texas
$475K -$149K -1,352 -23%
AWM
631
Ameliora Wealth Management
Switzerland
$475K +$518K +4,700 New
V
632
VeraBank
Texas
$474K – – –
VST
633
Van Strum & Towne
California
$470K -$76.1K -690 -13%
BBA
634
Braun-Bostich & Associates
Pennsylvania
$461K -$324K -2,942 -40%
SSG
635
Summit Securities Group
New York
$461K +$496K +4,500 New
TAM
636
Townsend Asset Management
North Carolina
$458K +$992 +9 +0.2%
FCM
637
Fortis Capital Management
Washington
$453K -$8.49K -77 -2%
IWM
638
IHT Wealth Management
Illinois
$446K +$196K +1,778 +69%
PS
639
Planned Solutions
California
$445K – – –
KCM
640
Karp Capital Management
California
$444K -$1.44M -13,107 -75%
MA
641
Maxele Advisors
Missouri
$441K -$14.7K -133 -3%
PMG
642
ProVise Management Group
Florida
$440K -$4.08K -37 -0.9%
CAN
643
Claraphi Advisory Network
United States
$438K -$101K -914 -18%
RFN
644
RDA Financial Network
Iowa
$437K +$230K +2,083 +96%
BS
645
Banco Santander
Spain
$435K -$754K -6,842 -62%
GCA
646
Greenwood Capital Associates
South Carolina
$435K -$5.29K -48 -1%
WA
647
Wealth Alliance
New York
$430K +$170K +1,546 +58%
PFA
648
Pettinga Financial Advisors
Indiana
$430K +$463K +4,202 New
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$428K +$21.2K +192 +5%
ATPW
650
Ashton Thomas Private Wealth
Arizona
$427K -$13.8K -125 -3%
24 25
26
27 28