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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MT
701
Midwest Trust
Kansas
$419K -$34K -309 -8%
CAG
702
Csenge Advisory Group
Florida
$419K -$440K -4,005 -52%
CSA
703
Cottage Street Advisors
Massachusetts
$411K -$7.47K -68 -2%
APP
704
Avantax Planning Partners
Iowa
$407K +$220 +2 +0.1%
BS
705
Banco Santander
Spain
$405K -$962K -8,751 -71%
OIA
706
Optimum Investment Advisors
Illinois
$402K +$18.5K +168 +5%
VA
707
VestGen Advisors
Illinois
$402K +$396K +3,605 New
CT
708
Caldwell Trust
Florida
$401K – – –
RBFC
709
Roman Butler Fullerton & Co
Missouri
$399K +$391K +3,555 New
DWA
710
Dorsey Wright & Associates
California
$398K -$40.5K -368 -9%
RFA
711
Resurgent Financial Advisors
Georgia
$393K +$6.71K +61 +2%
CWMK
712
Caliber Wealth Management (Kansas)
Kansas
$390K -$95.2K -866 -20%
FT
713
Fiduciary Trust
Massachusetts
$390K – – –
FPCP
714
Fort Point Capital Partners
California
$389K -$10.6K -96 -3%
DWM
715
Diversify Wealth Management
Utah
$387K -$27.6K -251 -7%
TCA
716
Transcend Capital Advisors
New Jersey
$383K -$3.74K -34 -1%
SVWG
717
Shared Vision Wealth Group
United States
$378K -$36.9K -336 -9%
MA
718
Mezzasalma Advisors
New Jersey
$377K – – –
AIM
719
Advyzon Investment Management
Illinois
$377K -$113K -1,026 -23%
CIAS
720
Capital Investment Advisory Services
North Carolina
$374K -$66.8K -608 -15%
LA
721
LM Advisors
California
$367K – – –
MCWA
722
Meadow Creek Wealth Advisors
Georgia
$367K – – –
PCS
723
Personal CFO Solutions
New Jersey
$367K +$13.6K +124 +4%
PMG
724
ProVise Management Group
Florida
$365K – – –
GSIAS
725
Garden State Investment Advisory Services
New Jersey
$364K -$879 -8 -0.2%
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