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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
P
726
&Partners
Tennessee
$334K +$333K +3,117 New
MSWMA
727
Market Street Wealth Management Advisors
Indiana
$333K -$164K -1,532 -33%
4FG
728
4Thought Financial Group
New York
$333K +$104K +979 +46%
FSA
729
Financial Sense Advisors
California
$332K +$103K +968 +45%
NC
730
Napatree Capital
Rhode Island
$328K – – –
SCM
731
Spreng Capital Management
Ohio
$328K -$5.34K -50 -2%
GAG
732
GM Advisory Group
New York
$326K -$1.51M -14,166 -82%
WAG
733
Wheelhouse Advisory Group
Missouri
$325K -$20K -187 -6%
SAM
734
Sawgrass Asset Management
Florida
$324K – – –
AWA
735
Aquire Wealth Advisors
Utah
$324K +$1.39K +13 +0.4%
CAM
736
Cresset Asset Management
Illinois
$316K +$115K +1,075 +57%
AP
737
Americana Partners
Texas
$315K -$1.86M -17,415 -86%
DA
738
Detalus Advisors
Missouri
$313K -$84.5K -792 -21%
BCG
739
Breakwater Capital Group
New Jersey
$311K -$128K -1,204 -29%
OC
740
OxenFree Capital
Florida
$310K +$18.1K +170 +6%
RFA
741
Resurgent Financial Advisors
Georgia
$309K +$1.28K +12 +0.4%
SBIA
742
Sheaff Brock Investment Advisors
Indiana
$307K +$320 +3 +0.1%
ACP
743
Aveo Capital Partners
Colorado
$306K -$72.3K -677 -19%
CKAIS
744
Christensen King & Associates Investment Services
Washington
$306K +$1.81K +17 +0.6%
RSWA
745
Robinson Smith Wealth Advisors
Maine
$303K – – –
FT
746
Fiduciary Trust
Massachusetts
$303K -$1.39K -13 -0.5%
GLA
747
Good Life Advisors
Pennsylvania
$303K -$8.43K -79 -3%
RIL
748
Rothschild Investment LLC
Illinois
$302K – – –
CT
749
Caldwell Trust
Florida
$299K – – –
1WA
750
180 Wealth Advisors
Washington
$298K +$292K +2,736 New
28 29
30
31 32