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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
776
SlateStone Wealth
Florida
$399K – – –
GCM
777
Graham Capital Management
Connecticut
$398K – – –
MWM
778
Maripau Wealth Management
Indiana
$396K +$103K +987 +38%
OBWG
779
Onyx Bridge Wealth Group
New York
$390K -$127K -1,224 -26%
SAI
780
Savvy Advisors Inc
New York
$382K +$360K +3,455 New
HTC
781
Haverford Trust Company
Pennsylvania
$382K – – –
BPCE
782
Bank Pictet & Cie (Europe)
Germany
$381K +$120K +1,156 +50%
GVAG
783
Great Valley Advisor Group
Delaware
$380K +$5K +48 +1%
VVP
784
Venture Visionary Partners
Ohio
$378K -$60.3K -579 -14%
BFG
785
Beacon Financial Group
Texas
$373K +$351K +3,374 New
SCM
786
Spreng Capital Management
Ohio
$372K -$61.4K -590 -15%
BB
787
Busey Bank
Illinois
$371K – – –
FCM
788
Fortis Capital Management
Washington
$371K +$7.91K +76 +2%
JPLA
789
Joseph P. Lucia & Associates
New York
$370K -$22.6K -217 -6%
IP
790
Ignite Planners
California
$370K -$417 -4 -0.1%
MCWA
791
Meadow Creek Wealth Advisors
Georgia
$369K +$347K +3,333 New
FHC
792
First Heartland Consultants
Missouri
$367K +$97.3K +934 +39%
WFAG
793
Wescott Financial Advisory Group
Pennsylvania
$365K +$344K +3,299 New
PMG
794
ProVise Management Group
Florida
$363K +$208 +2 +0.1%
FF
795
Fluent Financial
Texas
$362K -$17K -163 -5%
WAG
796
Wheelhouse Advisory Group
Missouri
$362K +$341K +3,271 New
SAM
797
Strategy Asset Managers
California
$360K +$339K +3,253 New
DAM
798
Derbend Asset Management
Georgia
$358K +$117K +1,128 +54%
SS
799
Simplicity Solutions
Minnesota
$355K +$334K +3,211 New
DWP
800
Destiny Wealth Partners
Florida
$355K -$17.6M -168,794 -98%
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