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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
526
Waverly Advisors
Alabama
$275K -$8.96K -75 -3%
WCG
527
Wall Capital Group
Arizona
$273K +$271K +2,267 New
GD
528
Grandfield & Dodd
New York
$272K – – –
LYV
529
Live Your Vision
Pennsylvania
$271K +$42.9K +359 +19%
AWM
530
Altavista Wealth Management
North Carolina
$260K -$53.8K -450 -17%
DPI
531
Diversified Portfolios Inc
Michigan
$259K – – –
ST
532
Spinnaker Trust
Maine
$255K -$120K -1,000 -32%
FT
533
Fiduciary Trust
Massachusetts
$254K -$23.9K -200 -9%
MWP
534
Moller Wealth Partners
$254K – – –
OFW
535
Omnia Family Wealth
Florida
$247K – – –
BFA
536
Beaumont Financial Advisors
Massachusetts
$247K +$245K +2,048 New
AAS
537
Annex Advisory Services
Wisconsin
$246K +$244K +2,044 New
NCM
538
New Capital Management
Texas
$242K – – –
SFWA
539
Summit Financial Wealth Advisors
Louisiana
$242K +$240K +2,009 New
LA
540
Legacy Advisors
Pennsylvania
$241K – – –
WSCM
541
Wellington Shields Capital Management
New York
$241K +$29.9K +250 +14%
MA
542
MUFG Americas
New York
$237K – – –
KF
543
Krilogy Financial
Missouri
$227K -$39.9K -334 -15%
BO
544
Bank OZK
Arkansas
$226K – – –
FPCP
545
Fort Point Capital Partners
California
$224K – – –
LI
546
LVZ Inc
Michigan
$223K +$221K +1,850 New
AIM
547
Anchor Investment Management
South Carolina
$221K – – –
GRP
548
Global Retirement Partners
California
$221K +$35.7K +299 +20%
CAMG
549
CWA Asset Management Group
Florida
$220K +$218K +1,822 New
TCOT
550
Trust Company of Toledo
Ohio
$216K – – –
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