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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$487K -$387K -3,478 -44%
MWM
727
Modera Wealth Management
New Jersey
$484K -$1.67K -15 -0.3%
HI
728
Hudock Inc
Pennsylvania
$483K -$7.45K -67 -2%
IA
729
Invested Advisors
Pennsylvania
$483K +$124K +1,118 +34%
KFS
730
Kelly Financial Services
Massachusetts
$482K +$2.56K +23 +0.5%
BFS
731
BridgePort Financial Solutions
Iowa
$480K +$2K +18 +0.4%
DWM
732
Diversify Wealth Management
Utah
$477K +$90.1K +810 +23%
IBOK
733
Independence Bank of Kentucky
Kentucky
$476K – – –
HTC
734
Haverford Trust Company
Pennsylvania
$476K -$10.9K -98 -2%
SIS
735
Sound Income Strategies
Florida
$473K +$250K +2,246 +110%
TSW
736
Three Seasons Wealth
Utah
$468K +$473K +4,251 New
SS
737
Sunbelt Securities
Texas
$466K -$178K -1,599 -27%
VA
738
Vident Advisory
Georgia
$463K +$233K +2,100 +100%
TIA
739
Tiemann Investment Advisors
California
$460K – – –
AFG
740
ABLE Financial Group
Arizona
$458K +$33.1K +298 +8%
AWP
741
Axis Wealth Partners
Rhode Island
$454K -$56.5K -508 -11%
QPWM
742
Quadrant Private Wealth Management
Pennsylvania
$452K -$211K -1,895 -32%
PCP
743
Proficio Capital Partners
Massachusetts
$450K – – –
AWE
744
Avidian Wealth Enterprises
Texas
$449K -$95.8K -862 -17%
PA
745
PFG Advisors
Arizona
$444K -$930K -8,366 -67%
IWN
746
Independent Wealth Network
Iowa
$442K +$22.9K +206 +5%
VFM
747
Vision Financial Markets
Connecticut
$441K -$111K -1,000 -20%
HAM
748
Harmony Asset Management
Arizona
$440K -$5K -45 -1%
FPCP
749
Fort Point Capital Partners
California
$439K +$51.7K +465 +13%
SWM
750
Steinberganna Wealth Management
New York
$438K +$889 +8 +0.2%
28 29
30
31 32