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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
676
Legacy Edge Advisors
New York
$469K +$31.7K +288 +7%
EB
677
Eastern Bank
Massachusetts
$468K -$211K -1,919 -31%
TCM
678
Triumph Capital Management
Colorado
$468K +$8.9K +81 +2%
CA
679
Claro Advisors
Massachusetts
$468K -$4.07K -37 -0.9%
TIA
680
Tiemann Investment Advisors
California
$465K -$110 -1 -0%
FAM
681
Forte Asset Management
New York
$457K +$9.67K +88 +2%
PCP
682
Proficio Capital Partners
Massachusetts
$455K – – –
HWA
683
HCR Wealth Advisors
California
$451K -$34.6K -315 -7%
HAM
684
Harmony Asset Management
Arizona
$450K +$77.4K +704 +21%
PCM
685
Palouse Capital Management
Washington
$448K -$550 -5 -0.1%
RCM
686
RMR Capital Management
California
$444K +$92.3K +840 +27%
SWM
687
Steinberganna Wealth Management
New York
$442K +$436K +3,965 New
PS
688
Planned Solutions
California
$439K – – –
PWP
689
Perfromance Wealth Partners
Illinois
$437K -$440 -4 -0.1%
HI
690
Harbour Investments
Wisconsin
$436K +$31.2K +284 +8%
HGWM
691
Horst & Graben Wealth Management
Oregon
$434K -$110 -1 -0%
SI
692
SimpliFi Inc
California
$432K +$426K +3,874 New
USCWA
693
U.S. Capital Wealth Advisors
Texas
$431K -$1.1K -10 -0.3%
AFG
694
ABLE Financial Group
Arizona
$430K +$27.8K +253 +7%
NG
695
Norden Group
Utah
$425K -$321K -2,919 -43%
WCG
696
Weaver Consulting Group
California
$424K +$419K +3,808 New
IWN
697
Independent Wealth Network
Iowa
$424K +$45.6K +415 +12%
LLWM
698
Life Line Wealth Management
California
$423K +$3.96K +36 +1%
CG
699
Curat Global
New Hampshire
$422K – – –
PFM
700
Peak Financial Management
Massachusetts
$421K -$4.07K -37 -1%
26 27
28
29 30