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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
801
Maxele Advisors
Missouri
$267K -$46.4K -422 -15%
TM
802
TigerOak Management
New Mexico
$267K -$7.04K -64 -3%
HIP
803
HUB Investment Partners
Texas
$266K +$10.3K +94 +4%
RFS
804
Richardson Financial Services
Massachusetts
$265K -$18.1K -165 -6%
AFC
805
AFT Forsyth & Company
Florida
$265K -$27.2K -247 -9%
CPG
806
Cornerstone Planning Group
New Jersey
$264K +$254K +2,312 +4,533%
WCP
807
Wick Capital Partners
Pennsylvania
$262K -$2.95M -26,860 -92%
TA
808
TruWealth Advisors
Louisiana
$262K -$42.9K -390 -14%
AT
809
American Trust
Kentucky
$259K +$7.37K +67 +3%
DBIA
810
Dumont & Blake Investment Advisors
New Jersey
$257K – – –
FA
811
Fortis Advisors
Pennsylvania
$256K +$22.9K +208 +10%
RSWM
812
Robertson Stephens Wealth Management
California
$254K -$110 -1 -0%
DC
813
Davenport & Co
Virginia
$254K +$5.06K +46 +2%
WWM
814
Western Wealth Management
Colorado
$253K -$143K -1,298 -36%
WFA
815
WMG Financial Advisors
Tennessee
$251K -$7.14K -65 -3%
NFG
816
Nations Financial Group
Iowa
$251K +$18.6K +169 +8%
TA
817
TPG Advisors
Illinois
$251K +$247K +2,250 New
CD
818
Chapin Davis
Maryland
$249K -$9.78K -89 -4%
PPWP
819
Premier Path Wealth Partners
New Jersey
$248K +$30.1K +274 +14%
RSC
820
Red Spruce Capital
Pennsylvania
$246K – – –
FA
821
Fountainhead AM
New Jersey
$244K -$2.97K -27 -1%
NB
822
Northwest Bancshares
Pennsylvania
$242K – – –
SW
823
SVB Wealth
Massachusetts
$242K -$50.3K -458 -17%
BCG
824
Breakwater Capital Group
New Jersey
$242K +$7.14K +65 +3%
CWP
825
Cyndeo Wealth Partners
Florida
$241K -$27.5K -250 -10%
31 32
33
34 35