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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
351
SII Investments
Wisconsin
$449K +$163K +1,411 +57%
EWM
352
Empirical Wealth Management
Washington
$444K – – –
TWM
353
Torch Wealth Management
Ohio
$443K – – –
SBH
354
Segall Bryant & Hamill
Illinois
$439K -$8.21K -71 -2%
FI
355
FormulaFolio Investments
Michigan
$437K +$76.8K +664 +21%
HIS
356
Horizon Investment Services
Indiana
$431K +$57.5K +497 +15%
AB
357
AT Bancorp
Iowa
$429K +$71.3K +617 +20%
NPF
358
Norris Perne & French
Michigan
$421K – – –
DBIA
359
Dumont & Blake Investment Advisors
New Jersey
$419K – – –
TIM
360
Tortoise Investment Management
New York
$419K +$213K +1,842 +104%
DAS
361
Dynamic Advisor Solutions
Arizona
$419K +$417K +3,608 New
AWM
362
Altavista Wealth Management
North Carolina
$415K – – –
PAI
363
Pittenger & Anderson Inc
Nebraska
$413K +$177K +1,528 +75%
CCS
364
Crosspoint Capital Strategies
California
$399K -$120K -1,036 -23%
CWM
365
Confluence Wealth Management
Oregon
$395K +$3.01K +26 +0.8%
WT
366
Whittier Trust
California
$388K -$113K -975 -23%
CBU
367
CIBC Bank USA
Illinois
$386K +$116K +1,000 +43%
WA
368
WealthTrust-Arizona
Arizona
$382K +$381K +3,292 New
TFA
369
Transamerica Financial Advisors
Florida
$379K +$138K +1,193 +58%
CHAM
370
Clear Harbor Asset Management
Connecticut
$373K -$23.1K -200 -6%
PCM
371
Palouse Capital Management
Washington
$373K +$48.8K +422 +15%
AW
372
ACG Wealth
Georgia
$368K -$94.7K -819 -21%
DPI
373
Diversified Portfolios Inc
Michigan
$366K – – –
WI
374
Wedgewood Investors
Pennsylvania
$362K – – –
FHC
375
First Heartland Consultants
Missouri
$361K +$1.62K +14 +0.5%
13 14
15
16 17