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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$248K – – –
NL
527
NWAM LLC
Washington
$247K +$35K +298 +17%
OFW
528
Omnia Family Wealth
Florida
$242K – – –
NCM
529
New Capital Management
Texas
$242K +$1.29K +11 +0.5%
AL
530
Aspiriant LLC
California
$236K +$235K +2,000 New
PWMAG
531
Pinnacle Wealth Management Advisory Group
New Jersey
$235K -$29.4K -250 -11%
LA
532
Legacy Advisors
Pennsylvania
$235K – – –
MA
533
MUFG Americas
New York
$232K – – –
CG
534
Caprock Group
Idaho
$226K -$4.11K -35 -2%
LYV
535
Live Your Vision
Pennsylvania
$221K +$29.2K +249 +15%
BO
536
Bank OZK
Arkansas
$221K +$220K +1,877 New
FPCP
537
Fort Point Capital Partners
California
$219K – – –
AIM
538
Anchor Investment Management
South Carolina
$216K – – –
MWM
539
Mission Wealth Management
California
$216K +$215K +1,830 New
TCOT
540
Trust Company of Toledo
Ohio
$212K +$211K +1,796 New
KA
541
Kovack Advisors
Florida
$211K -$92.9K -791 -31%
WIC
542
Whitegate Investment Counselors
New Hampshire
$210K -$19.4K -165 -8%
GFPC
543
Global Financial Private Capital
Florida
$209K +$208K +1,772 New
WSCM
544
Wellington Shields Capital Management
New York
$206K – – –
MAS
545
Managed Account Services
Florida
$205K +$204K +1,740 New
11A
546
10-15 Associates
New York
$203K +$822 +7 +0.4%
TF
547
Tompkins Financial
New York
$201K +$165K +1,407 +467%
LCM
548
Leisure Capital Management
California
$200K -$31.2K -266 -14%
SAM
549
Shamrock Asset Management
Texas
$193K -$78.3K -667 -29%
PWM
550
Perigon Wealth Management
California
$191K -$10.5K -89 -5%
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