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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
726
Optimum Investment Advisors
Illinois
$377K -$40.7K -379 -10%
PFM
727
Phillips Financial Management
Indiana
$377K +$15.5K +144 +4%
GAA
728
Global Assets Advisory
Florida
$377K -$600K -5,589 -62%
NAM
729
NTV Asset Management
West Virginia
$373K -$16.1K -150 -4%
IWN
730
Independent Wealth Network
Iowa
$372K +$2.25K +21 +0.6%
MA
731
Mezzasalma Advisors
New Jersey
$371K – – –
WAG
732
Winthrop Advisory Group
Massachusetts
$366K -$95.8K -893 -21%
HAM
733
Harmony Asset Management
Arizona
$365K +$159K +1,478 +80%
LA
734
LM Advisors
California
$361K +$353K +3,294 New
GSIAS
735
Garden State Investment Advisory Services
New Jersey
$359K +$351K +3,271 New
PMG
736
ProVise Management Group
Florida
$359K – – –
MCWA
737
Meadow Creek Wealth Advisors
Georgia
$358K – – –
FWIA
738
Fort Washington Investment Advisors
Ohio
$353K -$59K -550 -15%
SIS
739
Sound Income Strategies
Florida
$351K +$246K +2,293 +253%
OPWM
740
Oxinas Partners Wealth Management
Indiana
$349K +$342K +3,188 New
SWP
741
Summit Wealth Partners
Florida
$349K -$7.51K -70 -2%
PCS
742
Personal CFO Solutions
New Jersey
$347K +$858 +8 +0.3%
CFO
743
CVA Family Office
Colorado
$346K +$215 +2 +0.1%
CWA
744
Canvas Wealth Advisors
Kansas
$346K – – –
RCM
745
RMR Capital Management
California
$345K +$3.86K +36 +1%
FDW
746
Fourth Dimension Wealth
Ohio
$344K -$158K -1,469 -32%
TWM
747
TSA Wealth Management
Texas
$333K -$18.3K -171 -5%
AIA
748
AssuredPartners Investment Advisors
Florida
$333K -$623K -5,802 -66%
CAM
749
Cresset Asset Management
Illinois
$332K -$252K -2,351 -44%
RIM
750
Redwood Investment Management
Arizona
$329K -$6.87K -64 -2%
28 29
30
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