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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
801
Csenge Advisory Group
Florida
$310K -$19.8K -182 -6%
CKAIS
802
Christensen King & Associates Investment Services
Washington
$304K – – –
E
803
EntreWealth
Texas
$303K +$311K +2,853 New
PWMG
804
Pioneer Wealth Management Group
Texas
$302K +$109 +1 +0%
TWM
805
TSA Wealth Management
Texas
$302K -$18K -165 -6%
OMIC
806
Old Mission Investment Co
Michigan
$302K +$302K +2,770 New
WE
807
Wealth Effects
Massachusetts
$299K +$3.05K +28 +1%
SWP
808
Summit Wealth Partners
Florida
$295K +$25.7K +236 +10%
FA
809
Fiduciary Alliance
South Carolina
$294K +$294K +2,697 New
EWM
810
Evercore Wealth Management
New York
$293K – – –
AWM
811
Avaii Wealth Management
Wisconsin
$292K -$7.08K -65 -2%
PI
812
PFG Investments
New York
$291K -$2.29K -21 -0.8%
SWM
813
Spire Wealth Management
Virginia
$291K -$891K -8,181 -75%
CPRPA
814
Cerity Partners Retirement Plan Advisors
New York
$288K +$53.6K +492 +23%
AWAG
815
ARS Wealth Advisors Group
Florida
$287K +$1.85K +17 +0.6%
GJIA
816
Glass Jacobson Investment Advisors
Maryland
$287K +$80K +734 +39%
CFO
817
CVA Family Office
Colorado
$286K -$36.8K -338 -11%
AWA
818
Acorn Wealth Advisors
Michigan
$284K +$60.7K +557 +27%
TCA
819
Transcend Capital Advisors
New Jersey
$283K -$96.4K -885 -25%
PGFC
820
Peapack-Gladstone Financial Corp
New Jersey
$278K +$278K +2,551 New
BPW
821
BlueDoor Private Wealth
Massachusetts
$274K -$16.5K -151 -6%
FPW
822
Fairvoy Private Wealth
Alabama
$274K -$125K -1,148 -31%
TH
823
TCTC Holdings
Texas
$273K +$272K +2,500 New
FDW
824
Fourth Dimension Wealth
Ohio
$272K -$4.68K -43 -2%
AFA
825
Amicus Financial Advisors
Texas
$272K +$109 +1 +0%
31 32
33
34 35