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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
401
Summit Wealth & Retirement Planning
California
$853K +$850K +7,557 New
EWM
402
Evercore Wealth Management
New York
$845K – – –
FNBT
403
FineMark National Bank & Trust
Florida
$841K -$30.4K -270 -3%
WB
404
WesBanco Bank
West Virginia
$814K -$48.9K -435 -6%
AWA
405
Arete Wealth Advisors
Illinois
$814K +$11.7K +104 +1%
BHWM
406
Bay Harbor Wealth Management
Maryland
$811K +$808K +7,184 New
CAMG
407
CWA Asset Management Group
Florida
$804K +$35K +311 +5%
PA
408
Pinnacle Associates
New York
$802K -$287K -2,551 -26%
VAM
409
Verity Asset Management
North Carolina
$784K -$36.5K -325 -4%
1SB
410
1ST Source Bank
Indiana
$783K -$5.85K -52 -0.7%
WPSG
411
Wealth & Pension Services Group
Georgia
$780K +$777K +6,915 New
JCM
412
Jacobi Capital Management
Pennsylvania
$779K -$5.96K -53 -0.8%
PCM
413
Parsons Capital Management
Rhode Island
$767K -$31K -276 -4%
NAM
414
NTV Asset Management
West Virginia
$764K – – –
LS
415
Lattice Strategies
Pennsylvania
$762K -$943K -8,387 -55%
TAM
416
Tyers Asset Management
Texas
$755K -$76.7K -682 -9%
CA
417
Calton & Associates
Florida
$748K +$278K +2,476 +60%
ED
418
Exane Derivatives
France
$744K +$573K +5,100 +340%
FPS
419
Fieldpoint Private Securities
Connecticut
$729K -$15.6K -139 -2%
WB
420
Webster Bank
Connecticut
$724K -$437K -3,889 -38%
CCM
421
Context Capital Management
California
$722K -$2.36M -21,000 -77%
GEA
422
Glen Eagle Advisors
New Jersey
$720K +$16.6K +148 +2%
HTC
423
Haverford Trust Company
Pennsylvania
$720K – – –
MAP
424
Milestone Advisory Partners
North Carolina
$716K – – –
GRP
425
Global Retirement Partners
California
$709K -$45.2K -402 -6%
15 16
17
18 19