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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
351
Bank of the West
California
$368K +$49.2K +431 +15%
MA
352
MUFG Americas
New York
$360K -$109K -953 -23%
MWP
353
Moller Wealth Partners
$355K – – –
HIMC
354
Heritage Investors Management Corp
Maryland
$354K +$354K +3,100 New
FNBT
355
FineMark National Bank & Trust
Florida
$352K +$194K +1,700 +123%
CSIC
356
Clifford Swan Investment Counsel
California
$349K – – –
MHS
357
M Holdings Securities
Oregon
$347K +$347K +3,036 New
CS
358
Comerica Securities
Michigan
$345K +$8.22K +72 +2%
BC
359
Burney Company
Virginia
$330K -$45.7K -400 -12%
EWM
360
Evercore Wealth Management
New York
$324K – – –
T
361
TradeWorx
New Jersey
$316K +$316K +2,763 New
FBT
362
Founders Bank & Trust
Michigan
$314K -$31.7K -278 -9%
AC
363
Alexandria Capital
Virginia
$314K -$29.7K -260 -9%
FF
364
Friedenthal Financial
New Jersey
$312K +$312K +2,732 New
UCFA
365
United Capital Financial Advisors
Texas
$309K -$2.73M -23,875 -90%
WEC
366
Winslow Evans & Crocker
Massachusetts
$297K +$297K +2,602 New
GIA
367
Granite Investment Advisors
New Hampshire
$295K +$15.4K +135 +6%
LPT
368
Legacy Private Trust
Wisconsin
$294K – – –
ST
369
Stifel Trust
Missouri
$291K – – –
CBN
370
Cadence Bank NA
Texas
$286K +$2.74K +24 +1%
WSFS
371
Wilmington Savings Fund Society
Delaware
$285K – – –
HIS
372
Horizon Investment Services
Indiana
$279K -$10.8K -95 -4%
CHAM
373
Clear Harbor Asset Management
Connecticut
$278K -$71.4K -625 -20%
GGPS
374
Gary Goldberg Planning Services
New York
$276K -$10.3K -90 -4%
HNB
375
Huntington National Bank
Ohio
$274K – – –
13 14
15
16 17