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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Apexium Financial
Texas
$398K +$433 +4 +0.1%
AWE
702
Avidian Wealth Enterprises
Texas
$398K +$103K +952 +35%
SAM
703
Sawgrass Asset Management
Florida
$396K – – –
BWA
704
BDO Wealth Advisors
Florida
$390K -$16.2K -150 -4%
AGM
705
Alpine Global Management
New York
$389K +$389K +3,595 New
AWA
706
Aquire Wealth Advisors
Utah
$389K -$41.1K -380 -10%
CSB
707
City State Bank
Iowa
$388K +$97.3K +900 +33%
SB
708
Strategic Blueprint
Georgia
$380K -$11.1K -103 -3%
CIAS
709
Capital Investment Advisory Services
North Carolina
$377K -$25.7K -238 -6%
HA
710
Herold Advisors
New York
$375K +$375K +3,464 New
HTC
711
Haverford Trust Company
Pennsylvania
$373K – – –
BTWM
712
Baker Tilly Wealth Management
Wisconsin
$367K -$58.2K -538 -14%
1SB
713
1ST Source Bank
Indiana
$366K +$20K +185 +6%
FA
714
Fountainhead AM
New Jersey
$363K +$363K +3,360 New
GCAC
715
Guardian Capital Advisors (Canada)
Ontario, Canada
$363K +$86.5K +800 +31%
AIC
716
Archer Investment Corporation
Indiana
$363K -$11.7K -108 -3%
SPW
717
Surience Private Wealth
Washington
$361K -$2.86M -26,486 -89%
PMG
718
ProVise Management Group
Florida
$360K -$70.9K -656 -16%
SS
719
Simplicity Solutions
Minnesota
$356K +$356K +3,288 New
KCM
720
Kanawha Capital Management
Virginia
$355K – – –
IP
721
Ignite Planners
California
$354K -$78K -721 -18%
GFPC
722
Global Financial Private Client
Florida
$351K +$212K +1,961 +151%
KWA
723
Kellett Wealth Advisors
Ohio
$348K – – –
LWM
724
Laidlaw Wealth Management
New York
$347K +$28.7K +265 +9%
JPLA
725
Joseph P. Lucia & Associates
New York
$347K – – –
27 28
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