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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
751
Advisors Asset Management
Colorado
$448K +$8.44K +81 +2%
DA
752
Detalus Advisors
Missouri
$448K +$124K +1,188 +42%
LPP
753
Life Planning Partners
Florida
$448K +$421K +4,044 New
KWM
754
Keebeck Wealth Management
Illinois
$445K +$127K +1,221 +44%
PGFC
755
Peapack-Gladstone Financial Corp
New Jersey
$444K -$149K -1,430 -26%
WAS
756
Wealth Advisory Solutions
Indiana
$443K -$411K -3,951 -50%
CGFA
757
Colton Groome Financial Advisors
North Carolina
$441K -$934K -8,965 -69%
WC
758
Waterloo Capital
Texas
$440K +$210K +2,015 +103%
PF
759
Phoenix Financial
Israel
$440K +$69.9K +671 +20%
MWA
760
Moser Wealth Advisors
Washington
$439K -$205K -1,965 -33%
PS
761
Planned Solutions
California
$436K -$41.4K -398 -9%
PFM
762
Phillips Financial Management
Indiana
$432K +$4.79K +46 +1%
WWP
763
WR Wealth Planners
Missouri
$431K -$199K -1,913 -33%
PCS
764
Personal CFO Solutions
New Jersey
$427K +$402K +3,858 New
HGWM
765
Horst & Graben Wealth Management
Oregon
$426K +$401K +3,853 New
JIR
766
James Investment Research
Ohio
$422K -$194K -1,861 -33%
EFG
767
Ehrlich Financial Group
California
$422K +$397K +3,813 New
ICM
768
IMS Capital Management
Oregon
$421K – – –
SAW
769
Signal Advisors Wealth
Michigan
$416K +$392K +3,762 New
EWA
770
EP Wealth Advisors
California
$416K +$246K +2,365 +170%
CAM
771
Concorde Asset Management
Michigan
$415K +$391K +3,754 New
NB
772
NBT Bank
New York
$413K +$389K +3,734 New
EB
773
Exchange Bank
California
$412K -$110K -1,055 -22%
XT
774
XTX Topco
Cayman Islands
$407K +$383K +3,674 New
1SB
775
1ST Source Bank
Indiana
$403K +$27.3K +262 +8%
29 30
31
32 33