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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
701
Stone House Investment Management
Pennsylvania
$478K -$3.66M -33,673 -88%
WAS
702
Wealth Advisory Solutions
Indiana
$473K +$36.8K +339 +8%
RC
703
Rareview Capital
Nevada
$473K +$471K +4,339 New
IC
704
Innealta Capital
Texas
$472K -$67.3K -619 -13%
HWM
705
HB Wealth Management
Georgia
$467K +$6.63K +61 +1%
AAM
706
Advisors Asset Management
Colorado
$465K +$23.5K +216 +5%
TA
707
TFG Advisers
Michigan
$464K -$45.7K -421 -9%
CFO
708
CVA Family Office
Colorado
$463K +$109 +1 +0%
CPIG
709
Chicago Partners Investment Group
Illinois
$462K +$476K +4,385 New
GSC
710
Ground Swell Capital
South Carolina
$462K +$461K +4,242 New
EWM
711
Evercore Wealth Management
New York
$456K -$17.1K -157 -4%
SFA
712
Source Financial Advisors
New York
$454K +$117K +1,080 +35%
PGFC
713
Peapack-Gladstone Financial Corp
New Jersey
$453K +$15.2K +140 +3%
MIS
714
Morningstar Investment Services
Illinois
$450K -$848K -7,801 -65%
AFC
715
AFT Forsyth & Company
Florida
$450K -$2.06K -19 -0.5%
BCG
716
Breakwater Capital Group
New Jersey
$447K +$155K +1,422 +53%
GWP
717
Gateway Wealth Partners
Wisconsin
$444K -$294K -2,706 -40%
LPP
718
Life Planning Partners
Florida
$440K – – –
WPC
719
White Pine Capital
Minnesota
$433K -$149K -1,371 -25%
MWA
720
Moser Wealth Advisors
Washington
$432K – – –
CCG
721
Cypress Capital Group
Florida
$431K -$62.3K -573 -13%
PS
722
Planned Solutions
California
$429K – – –
PFM
723
Phillips Financial Management
Indiana
$426K +$869 +8 +0.2%
AFWM
724
Abich Financial Wealth Management
Virginia
$424K +$372K +3,423 +724%
OIA
725
Optimum Investment Advisors
Illinois
$423K +$220K +2,028 +109%
27 28
29
30 31