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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
726
SVB Wealth
Massachusetts
$420K -$21.4K -197 -5%
AWM
727
Avaii Wealth Management
Wisconsin
$420K -$291K -2,681 -41%
PWG
728
Private Wealth Group
Florida
$412K +$411K +3,779 New
AC
729
Addison Capital
Pennsylvania
$409K +$408K +3,755 New
1SB
730
1ST Source Bank
Indiana
$408K +$11.1K +102 +3%
ICM
731
IMS Capital Management
Oregon
$407K -$7.06K -65 -2%
EB
732
Exchange Bank
California
$405K – – –
DA
733
Detalus Advisors
Missouri
$405K -$35.6K -328 -8%
QWP
734
Quotient Wealth Partners
Texas
$401K -$545K -5,018 -58%
HT
735
Headlands Technologies
Illinois
$400K +$88.5K +814 +28%
SW
736
SlateStone Wealth
Florida
$393K – – –
IWN
737
Independent Wealth Network
Iowa
$393K +$50.4K +464 +15%
PWA
738
Prairie Wealth Advisors
Nebraska
$393K +$392K +3,605 New
VVP
739
Venture Visionary Partners
Ohio
$393K +$20.3K +187 +5%
WA
740
Waverly Advisors
Alabama
$391K +$129K +1,183 +49%
APWA
741
Atlas Private Wealth Advisors
New Jersey
$390K -$440K -4,049 -53%
CPL
742
CAP Partners LLC
Tennessee
$384K -$281K -2,582 -42%
LMKC
743
L.M. Kohn & Company
Ohio
$381K +$131K +1,203 +52%
AAA
744
Adams Asset Advisors
Texas
$379K -$67.8K -624 -15%
ACP
745
Aveo Capital Partners
Colorado
$376K -$244K -2,245 -39%
HTC
746
Haverford Trust Company
Pennsylvania
$376K – – –
CIAS
747
Capital Investment Advisory Services
North Carolina
$374K -$111K -1,021 -23%
FCI
748
Financial Counselors Inc
Kansas
$374K +$82K +755 +28%
DI
749
Disciplined Investments
Oklahoma
$369K +$368K +3,384 New
PMG
750
ProVise Management Group
Florida
$364K +$7.06K +65 +2%
28 29
30
31 32