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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
351
Palouse Capital Management
Washington
$336K -$100K -865 -23%
CSIC
352
Clifford Swan Investment Counsel
California
$333K -$24.4K -210 -7%
FF
353
Friedenthal Financial
New Jersey
$333K +$12.9K +111 +4%
EWM
354
Evercore Wealth Management
New York
$331K – – –
JIC
355
Johnson Investment Counsel
Ohio
$324K -$1.09M -9,398 -77%
GIM
356
Goelzer Investment Management
Indiana
$322K +$319K +2,750 New
FBT
357
Founders Bank & Trust
Michigan
$310K -$7.54K -65 -2%
PAG
358
Pinnacle Advisory Group
Maryland
$305K +$303K +2,612 New
GIA
359
Granite Investment Advisors
New Hampshire
$302K – – –
WF
360
WealthTrust Fairport
Ohio
$301K +$210K +1,807 +234%
WEC
361
Winslow Evans & Crocker
Massachusetts
$298K -$6.03K -52 -2%
CWM
362
Confluence Wealth Management
Oregon
$297K +$295K +2,541 New
LW
363
Linscomb Wealth
Texas
$296K +$70.9K +611 +32%
UR
364
USCA RIA
Texas
$294K +$291K +2,510 New
HIS
365
Horizon Investment Services
Indiana
$293K +$4.64K +40 +2%
WSFS
366
Wilmington Savings Fund Society
Delaware
$291K – – –
PSI
367
Pinnacle Summer Investments
Virginia
$288K -$410K -3,535 -59%
CHAM
368
Clear Harbor Asset Management
Connecticut
$288K +$4.06K +35 +1%
HC
369
Highmount Capital
New York
$281K – – –
FIG
370
Fusion Investment Group
Pennsylvania
$278K +$7.65K +66 +3%
GT
371
Greenleaf Trust
Michigan
$275K +$273K +2,350 New
MWP
372
Moller Wealth Partners
$273K -$90.3K -779 -25%
AC
373
Alexandria Capital
Virginia
$259K -$62.4K -538 -20%
AAS
374
Annex Advisory Services
Wisconsin
$251K -$304K -2,625 -55%
GCA
375
Greenwood Capital Associates
South Carolina
$248K -$179K -1,540 -42%
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