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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAGDF
726
Moneda SA Administradora General de Fondos
Chile
$512K +$94.6K +908 +24%
PSCM
727
Per Stirling Capital Management
Texas
$512K +$5.21K +50 +1%
NAM
728
NTV Asset Management
West Virginia
$512K -$62.5K -600 -11%
QWM
729
Quadcap Wealth Management
Texas
$508K +$478K +4,593 New
IFPL
730
Investments & Financial Planning LLC
Kentucky
$507K -$223K -2,137 -32%
CCG
731
Cypress Capital Group
Florida
$502K -$263K -2,530 -36%
FW
732
FirstPurpose Wealth
Utah
$497K +$468K +4,491 New
PWCM
733
Processus Wealth & Capital Management
Tennessee
$495K +$466K +4,477 New
CIAS
734
Capital Investment Advisory Services
North Carolina
$493K +$244K +2,341 +111%
PBM
735
Propel Bio Management
California
$493K +$464K +4,456 New
ECG
736
EPIQ Capital Group
California
$491K +$6.77K +65 +1%
TPWA
737
Twin Peaks Wealth Advisors
California
$489K +$461K +4,423 New
EWM
738
Evercore Wealth Management
New York
$481K -$130K -1,249 -22%
MAG
739
M3 Advisory Group
Massachusetts
$476K +$448K +4,302 New
RFA
740
Resurgent Financial Advisors
Georgia
$476K +$131K +1,254 +41%
CFO
741
CVA Family Office
Colorado
$471K -$59.9K -575 -12%
HWM
742
HB Wealth Management
Georgia
$468K -$49.3K -473 -10%
CW
743
Channel Wealth
California
$466K -$112K -1,079 -20%
WAM
744
Worth Asset Management
Texas
$463K +$436K +4,188 New
BCM
745
Beaumont Capital Management
Massachusetts
$461K -$121K -1,164 -22%
AFC
746
AFT Forsyth & Company
Florida
$459K -$25.3K -243 -6%
DWP
747
Daymark Wealth Partners
Ohio
$459K -$28.5K -274 -6%
AAA
748
Adams Asset Advisors
Texas
$454K -$4.69K -45 -1%
MWM
749
Modern Wealth Management
Kansas
$450K +$424K +4,071 New
SW
750
SVB Wealth
Massachusetts
$449K +$49.5K +475 +13%
28 29
30
31 32