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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
726
American Trust
Kentucky
$346K +$346K +3,195 New
FF
727
Fluent Financial
Texas
$344K +$19.9K +184 +6%
SW
728
SlateStone Wealth
Florida
$342K – – –
IWN
729
Independent Wealth Network
Iowa
$342K +$342K +3,162 New
GVAG
730
Great Valley Advisor Group
Delaware
$340K -$318K -2,939 -48%
CAM
731
Claret Asset Management
Quebec, Canada
$339K – – –
CT
732
Caldwell Trust
Florida
$333K +$38.9K +360 +13%
AFAS
733
Acorn Financial Advisory Services
Virginia
$332K +$332K +3,073 New
CWP
734
Cyndeo Wealth Partners
Florida
$328K -$17.4K -161 -5%
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$327K -$15.6K -144 -5%
LW
736
Linscomb Wealth
Texas
$327K -$26.2K -242 -7%
FHA
737
First Horizon Advisors
Tennessee
$323K -$63.4K -586 -16%
NP
738
Nilsine Partners
Colorado
$319K -$98.4K -910 -24%
BFM
739
Boothbay Fund Management
New York
$314K +$314K +2,900 New
AAM
740
Advisors Asset Management
Colorado
$311K +$98.3K +909 +46%
SBIA
741
Sheaff Brock Investment Advisors
Indiana
$309K – – –
FPAS
742
Focus Partners Advisor Solutions
Missouri
$307K +$27.5K +254 +10%
BWM
743
BerganKDV Wealth Management
Minnesota
$307K -$41K -379 -12%
PIA
744
Pinion Investment Advisors
Kansas
$306K +$306K +2,826 New
FT
745
Fiduciary Trust
Massachusetts
$305K – – –
FWM
746
Finer Wealth Management
Massachusetts
$303K -$53.3K -493 -15%
FSA
747
Fort Sheridan Advisors
Illinois
$295K – – –
CFG
748
Citizens Financial Group
Rhode Island
$293K -$35.5K -328 -11%
PMFA
749
Plante Moran Financial Advisors
Michigan
$291K +$43.3K +400 +17%
T
750
TRUADVICE
Florida
$290K +$298K +2,752 New
28 29
30
31 32