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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
701
Curat Global
New Hampshire
$415K +$37.6K +350 +10%
LLWM
702
Life Line Wealth Management
California
$412K -$12.3K -115 -3%
CSA
703
Cottage Street Advisors
Massachusetts
$412K +$4.29K +40 +1%
DWM
704
Diversify Wealth Management
Utah
$412K -$15.2K -142 -4%
PWG
705
Portside Wealth Group
Utah
$403K -$32.9K -307 -8%
SVWG
706
Shared Vision Wealth Group
United States
$403K -$151K -1,408 -28%
APP
707
Avantax Planning Partners
Iowa
$400K -$33.3K -310 -8%
HI
708
Harbour Investments
Wisconsin
$398K -$24.9K -232 -6%
CCM
709
Coldstream Capital Management
Washington
$396K – – –
SC
710
Saiph Capital
New Jersey
$396K +$103K +959 +36%
AFG
711
ABLE Financial Group
Arizona
$395K -$146K -1,361 -27%
CT
712
Caldwell Trust
Florida
$395K – – –
CSP
713
Cary Street Partners
Virginia
$394K +$33K +308 +1%
FPCP
714
Fort Point Capital Partners
California
$394K -$156K -1,452 -29%
WWM
715
Western Wealth Management
Colorado
$391K -$81.9K -763 -18%
MWA
716
Moser Wealth Advisors
Washington
$391K – – –
CWG
717
Cornerstone Wealth Group
North Carolina
$388K -$68.7K -640 -15%
ATPW
718
Ashton Thomas Private Wealth
Arizona
$386K -$68.1K -635 -15%
FT
719
Fiduciary Trust
Massachusetts
$383K +$20.1K +187 +6%
RFA
720
Resurgent Financial Advisors
Georgia
$380K +$13.1K +122 +4%
TCA
721
Transcend Capital Advisors
New Jersey
$380K -$15K -140 -4%
PPC
722
Park Place Capital
Alabama
$380K -$105K -979 -22%
BF
723
BOK Financial
Oklahoma
$378K -$140K -1,307 -28%
OIA
724
Optimum Investment Advisors
Illinois
$377K -$40.7K -379 -10%
PFM
725
Phillips Financial Management
Indiana
$377K +$15.5K +144 +4%
27 28
29
30 31