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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RB
751
Renasant Bank
Mississippi
$373K -$535K -4,889 -58%
MWA
752
Moser Wealth Advisors
Washington
$373K -$52K -475 -12%
PFM
753
Phillips Financial Management
Indiana
$368K -$9.96K -91 -3%
RFA
754
Resurgent Financial Advisors
Georgia
$365K -$109 -1 -0%
FT
755
Fiduciary Trust
Massachusetts
$364K +$63.7K +582 +21%
MA
756
Mezzasalma Advisors
New Jersey
$362K +$370K +3,386 New
WC
757
Waterloo Capital
Texas
$362K -$1M -9,181 -73%
SW
758
SVB Wealth
Massachusetts
$361K +$370K +3,378 New
IWN
759
Independent Wealth Network
Iowa
$361K -$6.02K -55 -2%
AG
760
AmeriFlex Group
Nevada
$356K +$363K +3,313 New
SWP
761
Summit Wealth Partners
Florida
$355K -$196K -1,793 -35%
HI
762
Harbour Investments
Wisconsin
$350K -$1.62M -14,800 -82%
MCWA
763
Meadow Creek Wealth Advisors
Georgia
$350K – – –
PMG
764
ProVise Management Group
Florida
$350K +$109 +1 +0%
AWE
765
Avidian Wealth Enterprises
Texas
$349K -$17.4K -159 -5%
CIAS
766
Capital Investment Advisory Services
North Carolina
$348K +$1.64K +15 +0.5%
AAA
767
Adams Asset Advisors
Texas
$345K – – –
PGFC
768
Peapack-Gladstone Financial Corp
New Jersey
$345K -$9.85K -90 -3%
AFW
769
Avantra Family Wealth
Pennsylvania
$345K +$353K +3,229 New
RSWA
770
Robinson Smith Wealth Advisors
Maine
$344K +$42.7K +390 +14%
DA
771
Detalus Advisors
Missouri
$342K +$40.3K +368 +13%
CFO
772
CVA Family Office
Colorado
$337K +$219 +2 +0.1%
MA
773
Maxele Advisors
Missouri
$335K +$343K +3,136 New
RIM
774
Redwood Investment Management
Arizona
$334K -$56K -512 -14%
AFC
775
AFT Forsyth & Company
Florida
$333K -$41.8K -382 -11%
29 30
31
32 33