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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
501
Darwin Wealth Management
Florida
$397K -$193K -1,717 -33%
BAS
502
Brown Advisory Securities
Maryland
$395K -$83K -738 -17%
BAAM
503
Baker Avenue Asset Management
California
$395K – – –
DBIA
504
Dumont & Blake Investment Advisors
New Jersey
$393K – – –
FEM
505
Fulcrum Equity Management
Texas
$393K +$392K +3,483 New
CFB
506
Cullen/Frost Bankers
Texas
$390K – – –
VF
507
Virtu Financial
New York
$390K +$389K +3,458 New
LWAC
508
Laurel Wealth Advisors (California)
California
$386K -$169K -1,504 -30%
JCM
509
Jag Capital Management
Missouri
$385K -$54.1K -481 -12%
RMC
510
Regis Management Company
California
$384K -$2.4M -21,365 -86%
1WA
511
180 Wealth Advisors
Washington
$384K – – –
TMC
512
Trellus Management Company
Florida
$382K +$50.4K +448 +15%
GPWA
513
Great Point Wealth Advisors
Massachusetts
$381K +$380K +3,379 New
BS
514
Boenning & Scattergood
Pennsylvania
$377K – – –
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$374K +$675 +6 +0.2%
HIS
516
Horizon Investment Services
Indiana
$373K -$4.61K -41 -1%
BHB
517
Bank Hapoalim BM
Israel
$368K – – –
DC
518
Davenport & Co
Virginia
$360K +$40.5K +360 +13%
CFG
519
Cooper Financial Group
California
$359K +$358K +3,185 New
HR
520
Hayden Royal
North Carolina
$356K +$354K +3,152 New
JAM
521
JCIC Asset Management
Ontario, Canada
$352K +$13.5K +120 +4%
AWM
522
Alterna Wealth Management
Texas
$349K +$348K +3,093 New
PCM
523
Peak Capital Management
Colorado
$347K +$2.59K +23 +0.8%
RC
524
Roundview Capital
New Jersey
$347K +$105K +935 +44%
FCCM
525
First City Capital Management
Georgia
$346K – – –
19 20
21
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