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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
676
Townsend Asset Management
North Carolina
$602K -$31K -233 -5%
FEM
677
Fulcrum Equity Management
Texas
$601K -$248K -1,864 -29%
GF
678
Gries Financial
Ohio
$599K +$532 +4 +0.1%
JEST
679
JTC Employer Solutions Trustee
Jersey
$597K – – –
LWM
680
Laidlaw Wealth Management
New York
$597K +$599K +4,508 New
HTC
681
Haverford Trust Company
Pennsylvania
$594K -$316K -2,379 -35%
EWA
682
Evolution Wealth Advisors
Florida
$589K +$17.3K +130 +3%
SC
683
Sierra Capital
Florida
$588K – – –
SPFA
684
Summit Place Financial Advisors
New Jersey
$583K -$3.32K -25 -0.6%
CFS
685
Cannon Financial Strategists
Georgia
$582K +$2.92K +22 +0.5%
KBFS
686
Kohmann Bosshard Financial Services
Ohio
$579K – – –
SS
687
Sunbelt Securities
Texas
$578K -$590K -4,439 -49%
CWP
688
Concord Wealth Partners
Virginia
$578K +$487K +3,661 +520%
SMG
689
Smart Money Group
Texas
$577K -$63.8K -480 -10%
CFB
690
Cullen/Frost Bankers
Texas
$576K +$50.2K +378 +10%
TWP
691
Tempus Wealth Planning
California
$575K – – –
PS
692
Planned Solutions
California
$575K +$577K +4,340 New
LCM
693
Liberty Capital Management
Michigan
$570K -$915K -6,885 -62%
JWCA
694
J.W. Coons Advisors
Ohio
$568K -$47.2K -355 -8%
PPP
695
Private Portfolio Partners
New Jersey
$565K +$60.7K +457 +12%
GM
696
GeoWealth Management
Illinois
$562K -$6.49M -48,797 -92%
SB
697
Sunflower Bank
Texas
$556K -$383K -2,885 -41%
FFBTD
698
First Financial Bank - Trust Division
Ohio
$556K +$1.46K +11 +0.3%
SWM
699
Silverlake Wealth Management
Vermont
$551K +$552K +4,156 New
LPT
700
Legacy Private Trust
Wisconsin
$547K +$548K +4,125 New
26 27
28
29 30