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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
651
Fonville Wealth Management
Virginia
$595K +$1.09K +10 +0.2%
SG
652
Sharper & Granite
California
$593K +$25.2K +230 +4%
BAM
653
Belpointe Asset Management
Nevada
$590K -$6.13K -56 -1%
IFO
654
Independent Family Office
New York
$588K -$540K -4,934 -47%
CFD
655
Creative Financial Designs
Indiana
$584K -$4.05K -37 -0.7%
FPCP
656
Fort Point Capital Partners
California
$582K -$2.63K -24 -0.4%
SC
657
Sierra Capital
Florida
$582K – – –
PPP
658
Private Portfolio Partners
New Jersey
$574K +$5.58K +51 +1%
XT
659
XTX Topco
Cayman Islands
$573K +$587K +5,363 New
SW
660
Simplicity Wealth
New Jersey
$567K -$519K -4,741 -47%
AWM
661
Avaii Wealth Management
Wisconsin
$567K +$92.8K +848 +19%
AA
662
Alesco Advisors
New York
$566K – – –
DWP
663
Daymark Wealth Partners
Ohio
$566K -$21.6K -197 -4%
SVWG
664
Shared Vision Wealth Group
United States
$563K -$52.9K -483 -8%
CFG
665
Cosner Financial Group
Colorado
$560K – – –
AF
666
Allworth Financial
California
$560K -$246K -2,252 -30%
TPWA
667
TRUE Private Wealth Advisors
Oregon
$558K -$99.6K -910 -15%
APP
668
Avantax Planning Partners
Iowa
$555K -$50K -457 -8%
SC
669
Savant Capital
Illinois
$553K +$566K +5,174 New
CAM
670
Cresset Asset Management
Illinois
$553K -$64.9K -593 -10%
SC
671
Solstein Capital
California
$552K – – –
GCA
672
Gradient Capital Advisors
California
$546K -$219 -2 -0%
DWA
673
Dorsey Wright & Associates
California
$544K – – –
RFA
674
RTD Financial Advisors
Pennsylvania
$539K +$75.3K +688 +16%
HWA
675
HCR Wealth Advisors
California
$538K -$16.2K -148 -3%
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