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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
701
Financial Counselors Inc
Kansas
$428K – – –
AIM
702
Advyzon Investment Management
Illinois
$426K +$26.9K +250 +7%
CNBOF
703
City National Bank of Florida
Florida
$424K – – –
HGWM
704
Horst & Graben Wealth Management
Oregon
$424K +$156K +1,451 +59%
DWM
705
Diversify Wealth Management
Utah
$422K +$7.43K +69 +2%
LLWM
706
Life Line Wealth Management
California
$421K +$3.13K +29 +0.8%
HI
707
Harbour Investments
Wisconsin
$420K +$62.6K +581 +18%
OIA
708
Optimum Investment Advisors
Illinois
$415K +$754 +7 +0.2%
PFM
709
Peak Financial Management
Massachusetts
$414K +$7.54K +70 +2%
LEA
710
Legacy Edge Advisors
New York
$412K +$122K +1,131 +43%
HWM
711
HB Wealth Management
Georgia
$411K -$54.5K -506 -12%
FWIA
712
Fort Washington Investment Advisors
Ohio
$410K – – –
AWE
713
Avidian Wealth Enterprises
Texas
$409K +$53.4K +496 +15%
ICM
714
IMS Capital Management
Oregon
$406K – – –
DA
715
Detalus Advisors
Missouri
$405K +$56.9K +528 +17%
CSA
716
Cottage Street Advisors
Massachusetts
$404K +$2.69K +25 +0.7%
IAIM
717
International Assets Investment Management
Florida
$403K -$101K -939 -20%
WAM
718
Worth Asset Management
Texas
$399K +$395K +3,670 New
CCM
719
Coldstream Capital Management
Washington
$393K -$1.51K -14 -0.4%
TCA
720
Transcend Capital Advisors
New Jersey
$392K -$11K -102 -3%
CT
721
Caldwell Trust
Florida
$391K – – –
FCM
722
Fortis Capital Management
Washington
$390K -$3.56K -33 -0.9%
MWA
723
Moser Wealth Advisors
Washington
$387K +$8.08K +75 +2%
NAM
724
NTV Asset Management
West Virginia
$387K – – –
SOS
725
Silver Oak Securities
Tennessee
$380K -$118K -1,095 -24%
27 28
29
30 31