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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
801
SOA Wealth Advisors
New York
$227K +$1.3K +12 +0.6%
T
802
TrueFG
Texas
$226K -$5.2K -48 -2%
MWP
803
Moller Wealth Partners
$224K -$107K -991 -33%
DA
804
Detalus Advisors
Missouri
$224K +$221K +2,040 New
BA
805
Bellwether Advisors
Nebraska
$223K -$39.5K -365 -15%
LMKC
806
L.M. Kohn & Company
Ohio
$223K +$221K +2,037 New
ACA
807
Affinity Capital Advisors
California
$223K – – –
LSA
808
Lansing Street Advisors
Pennsylvania
$223K +$25.9K +239 +13%
D
809
Dentgroup
Louisiana
$222K +$219K +2,027 New
JHCP
810
Jackson Hole Capital Partners
Oklahoma
$218K +$62.5K +577 +41%
AAM
811
Advisors Asset Management
Colorado
$216K +$81.8K +755 +62%
DCM
812
Dimension Capital Management
Florida
$215K – – –
SMC
813
Smith, Moore & Co
Missouri
$215K +$212K +1,957 New
DI
814
Disciplined Investments
Oklahoma
$214K +$433 +4 +0.2%
MWM
815
Modera Wealth Management
New Jersey
$214K +$212K +1,955 New
GM
816
GeoWealth Management
Illinois
$214K -$24.1K -223 -10%
BWAM
817
Boyd Watterson Asset Management
Ohio
$214K +$59.7K +551 +39%
CIAS
818
CFS Investment Advisory Services
New Jersey
$213K +$210K +1,939 New
VCM
819
Verde Capital Management
Michigan
$213K +$210K +1,939 New
GWM
820
Gray Wealth Management
Maine
$211K +$208K +1,925 New
FFG
821
Fullen Financial Group
Ohio
$210K +$1.95K +18 +0.9%
BWP
822
BSW Wealth Partners
Colorado
$210K – – –
SFG
823
StrategIQ Financial Group
Indiana
$209K +$207K +1,911 New
IIC
824
Ironwood Investment Counsel
Arizona
$207K +$204K +1,885 New
BWM
825
Baron Wealth Management
Michigan
$207K +$204K +1,884 New
31 32
33
34 35