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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
501
Investment Counsel
Michigan
$275K -$14.9K -125 -5%
DAS
502
Dynamic Advisor Solutions
Arizona
$273K -$466K -3,925 -63%
SAM
503
Shamrock Asset Management
Texas
$270K -$606K -5,101 -69%
BCA
504
Bernzott Capital Advisors
California
$270K – – –
CC
505
Cadinha & Co
Hawaii
$270K – – –
SIG
506
Stanford Investment Group
California
$269K – – –
GD
507
Grandfield & Dodd
New York
$264K +$19.5K +164 +8%
PWMAG
508
Pinnacle Wealth Management Advisory Group
New Jersey
$263K -$245K -2,062 -48%
NVCHI
509
New Vernon Capital Holdings II
New Jersey
$260K -$200K -1,686 -43%
KF
510
Krilogy Financial
Missouri
$260K -$21.7K -183 -8%
CA
511
Commerzbank Aktiengesellschaft
Germany
$258K -$9.83M -82,721 -97%
BWP
512
Baldwin Wealth Partners
Massachusetts
$258K -$254K -2,138 -49%
CWM
513
Concert Wealth Management
California
$257K -$1.3M -10,974 -83%
AS
514
Arxis Securities
New York
$253K +$257K +2,162 New
HFS
515
HL Financial Services
Kentucky
$252K -$34.9K -294 -12%
DPI
516
Diversified Portfolios Inc
Michigan
$252K -$3.21K -27 -1%
I
517
IberiaBank
Louisiana
$252K – – –
CC
518
Cedar Capital
Illinois
$251K -$136K -1,147 -35%
EWM
519
Empirical Wealth Management
Washington
$247K -$204K -1,717 -45%
MWP
520
Moller Wealth Partners
$247K – – –
OFW
521
Omnia Family Wealth
Florida
$241K +$244K +2,053 New
DE
522
Day & Ennis
Georgia
$241K +$244K +2,055 New
GRP
523
Global Retirement Partners
California
$241K +$245K +2,060 New
NCM
524
New Capital Management
Texas
$239K +$242K +2,038 New
BEAM
525
Baker Ellis Asset Management
Washington
$238K +$242K +2,033 New
19 20
21
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