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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
701
Jump Financial
Illinois
$367K +$363K +3,349 New
SWM
702
Silverlake Wealth Management
Vermont
$364K -$160K -1,478 -31%
FWM
703
Finer Wealth Management
Massachusetts
$361K -$148K -1,365 -29%
KCM
704
Kanawha Capital Management
Virginia
$360K -$162K -1,500 -31%
LW
705
Linscomb Wealth
Texas
$358K +$26.4K +244 +8%
AWM
706
Accurate Wealth Management
Florida
$356K +$18.5K +171 +6%
KWA
707
Kellett Wealth Advisors
Ohio
$353K -$32.5K -300 -9%
BWM
708
BerganKDV Wealth Management
Minnesota
$353K +$41K +379 +13%
DE
709
Day & Ennis
Georgia
$352K – – –
JPLA
710
Joseph P. Lucia & Associates
New York
$351K -$19.3K -178 -5%
1SB
711
1ST Source Bank
Indiana
$351K -$61.6K -569 -15%
CWP
712
Cyndeo Wealth Partners
Florida
$350K -$4.22K -39 -1%
WAP
713
Wealthcare Advisory Partners
Pennsylvania
$347K -$83.6K -772 -20%
SW
714
SlateStone Wealth
Florida
$347K – – –
CAM
715
Claret Asset Management
Quebec, Canada
$344K – – –
FFA
716
Fragasso Financial Advisors
Pennsylvania
$340K -$777K -7,180 -70%
BAM
717
Baldrige Asset Management
Pennsylvania
$334K +$5.74K +53 +2%
CFG
718
Citizens Financial Group
Rhode Island
$333K -$325 -3 -0.1%
FF
719
Fluent Financial
Texas
$329K -$3.79K -35 -1%
LWM
720
Laidlaw Wealth Management
New York
$323K -$60.2K -556 -16%
FPCG
721
Forum Private Client Group
Indiana
$320K -$108 -1 -0%
SFC
722
SYM Financial Corp
Indiana
$317K -$422K -3,894 -57%
CWP
723
Capital Wealth Planning
Florida
$317K – – –
SBIA
724
Sheaff Brock Investment Advisors
Indiana
$313K -$8.34K -77 -3%
HW
725
Hancock Whitney
Mississippi
$312K -$738K -6,812 -71%
27 28
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30 31