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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Finer Wealth Management
Massachusetts
– -$674K -6,295 Closed
NEPPG
1077
New England Professional Planning Group
Rhode Island
– -$613K -5,718 Closed
EFN
1078
Equita Financial Network
Pennsylvania
– -$610K -5,694 Closed
XT
1079
XTX Topco
Cayman Islands
– -$580K -5,413 Closed
SW
1080
SlateStone Wealth
Florida
– -$465K -4,344 Closed
PWG
1081
Private Wealth Group
Florida
– -$387K -3,615 Closed
RCM
1082
Raleigh Capital Management
North Carolina
– -$376K -3,514 Closed
SW
1083
SVB Wealth
Massachusetts
– -$334K -3,120 Closed
4FG
1084
4Thought Financial Group
New York
– -$333K -3,107 Closed
SCM
1085
Spreng Capital Management
Ohio
– -$328K -3,063 Closed
ACP
1086
Aveo Capital Partners
Colorado
– -$306K -2,861 Closed
1WA
1087
180 Wealth Advisors
Washington
– -$298K -2,736 Closed
RFWA
1088
RPg Family Wealth Advisory
Massachusetts
– -$289K -2,694 Closed
PFA
1089
Pure Financial Advisors
California
– -$288K -2,689 Closed
CMI
1090
Clare Market Investments
Texas
– -$274K -2,557 Closed
WEG
1091
World Equity Group
Illinois
– -$269K -2,512 Closed
TC
1092
Trilogy Capital
California
– -$234K -2,189 Closed
DFA
1093
Davies Financial Advisors
California
– -$232K -2,165 Closed
BFG
1094
Beacon Financial Group
Texas
– -$224K -2,091 Closed
SP
1095
SWS Partners
Ohio
– -$222K -2,073 Closed
BTWM
1096
Baker Tilly Wealth Management
Wisconsin
– -$219K -2,044 Closed
PNC
1097
Park National Corp
Ohio
– -$212K -1,980 Closed
VCM
1098
Verde Capital Management
Michigan
– -$208K -1,942 Closed
KFS
1099
Kelly Financial Services
Massachusetts
– -$115K -1,071 Closed
CB
1100
Chris Bulman
California
– -$83.2K -777 Closed
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