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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
751
1ST Source Bank
Indiana
$346K +$350K +3,175 New
GS
752
GTS Securities
Florida
$344K -$3.33M -30,233 -91%
SWIM
753
Smallwood Wealth Investment Management
New Jersey
$344K -$143K -1,297 -29%
SWP
754
Sagespring Wealth Partners
Tennessee
$343K +$145K +1,314 +72%
PFM
755
Peak Financial Management
Massachusetts
$341K -$14.2K -129 -4%
WWM
756
Western Wealth Management
Colorado
$340K +$55.5K +503 +19%
MWM
757
Mission Wealth Management
California
$338K -$3.31K -30 -1%
RIP
758
Reliant Investment Partners
North Carolina
$337K +$27.9K +253 +9%
MP
759
McDonald Partners
Ohio
$335K -$441K -4,000 -57%
CB
760
CNB Bank
Pennsylvania
$330K +$30.2K +274 +10%
BAM
761
Belpointe Asset Management
Nevada
$330K -$574K -5,202 -63%
CAG
762
Csenge Advisory Group
Florida
$329K -$83.1K -754 -20%
RFWA
763
RPg Family Wealth Advisory
Massachusetts
$329K -$1.32K -12 -0.4%
FWI
764
Facet Wealth Inc
Maryland
$329K +$333K +3,016 New
KWS
765
Keystone Wealth Services
California
$328K -$738K -6,693 -69%
GFG
766
Genesis Financial Group
New Jersey
$324K +$18.7K +170 +6%
TM
767
TigerOak Management
New Mexico
$323K +$85.6K +776 +36%
CFO
768
CVA Family Office
Colorado
$322K -$9.92K -90 -3%
MCWA
769
Meadow Creek Wealth Advisors
Georgia
$321K -$1.1K -10 -0.3%
FCFC
770
First Commonwealth Financial Corp
Pennsylvania
$321K -$14.8K -134 -4%
TWM
771
TSA Wealth Management
Texas
$320K -$4.52K -41 -1%
NAS
772
NWF Advisory Services
California
$320K +$331 +3 +0.1%
AA
773
Armis Advisers
Georgia
$315K – – –
VFA
774
Valeo Financial Advisors
Indiana
$314K +$88.4K +802 +39%
LFG
775
Larson Financial Group
Missouri
$313K +$992 +9 +0.3%
29 30
31
32 33