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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Finer Wealth Management
Massachusetts
$627K -$15.2K -138 -2%
HWM
627
Hohimer Wealth Management
Washington
$625K +$53.4K +486 +9%
IIA
628
IPG Investment Advisors
California
$624K -$3.8M -34,591 -86%
SSWM
629
Sheets Smith Wealth Management
North Carolina
$622K -$10.2K -93 -2%
DWP
630
Daymark Wealth Partners
Ohio
$617K +$41.1K +374 +7%
DFA
631
Delta Financial Advisors
Louisiana
$616K +$607K +5,525 New
IFO
632
Independent Family Office
New York
$613K – – –
MF
633
Midwestern Financial
Iowa
$603K -$123K -1,118 -17%
HT
634
Heritage Trust
Oklahoma
$600K -$9.45K -86 -2%
SCA
635
Snowden Capital Advisors
New York
$596K +$7.37K +67 +1%
GAA
636
Global Assets Advisory
Florida
$592K +$205K +1,867 +54%
FGWP
637
Founders Grove Wealth Partners
Virginia
$592K +$584K +5,309 New
AA
638
Alesco Advisors
New York
$591K – – –
SC
639
Saiph Capital
New Jersey
$591K +$185K +1,683 +47%
HPM
640
Hudson Portfolio Management
New York
$580K +$48.4K +440 +9%
SC
641
Solstein Capital
California
$573K – – –
TWCA
642
Two West Capital Advisors
Kansas
$571K -$22.6K -206 -4%
TF
643
Trek Financial
Arizona
$564K +$557K +5,064 New
GI
644
GLOBALT Investments
Georgia
$558K -$33K -300 -6%
AFS
645
AFG Fiduciary Services
Massachusetts
$558K – – –
VFM
646
Vision Financial Markets
Connecticut
$557K +$110K +1,000 +25%
MAG
647
M3 Advisory Group
Massachusetts
$557K +$1.76K +16 +0.3%
BFG
648
Berger Financial Group
Minnesota
$556K +$87.1K +792 +19%
GCA
649
Gradient Capital Advisors
California
$551K -$3.96K -36 -0.7%
AWE
650
Avidian Wealth Enterprises
Texas
$550K +$16.2K +147 +3%
24 25
26
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