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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
526
Moller Wealth Partners
$344K – – –
CIA
527
Choate Investment Advisors
Massachusetts
$342K +$341K +3,029 New
PI
528
Pathlight Investors
Arizona
$339K +$334K +2,974 New
JIP
529
Jaffetilchin Investment Partners
Florida
$336K +$10K +89 +3%
TI
530
Truepoint Inc
Ohio
$333K +$332K +2,950 New
TWM
531
Titus Wealth Management
California
$332K +$152K +1,356 +46%
PIA
532
Pinion Investment Advisors
Kansas
$331K +$6.3K +56 +2%
SGS
533
Sterling Global Strategies
California
$329K -$2.47K -22 -0.7%
GPA
534
Guidance Point Advisors
Massachusetts
$328K +$333K +2,966 New
SGAM
535
Steinberg Global Asset Management
Florida
$324K +$323K +2,875 New
CGH
536
Crossmark Global Holdings
Texas
$321K -$1.24K -11 -0.4%
DJSG
537
D.J. St. Germain
Massachusetts
$320K +$16.9K +150 +6%
KF
538
Krilogy Financial
Missouri
$316K -$1.01K -9 -0.3%
WI
539
Wedgewood Investors
Pennsylvania
$316K – – –
MCM
540
Maxim Capital Management
California
$315K +$314K +2,790 New
PGFC
541
Peapack-Gladstone Financial Corp
New Jersey
$314K – – –
RAM
542
Riggs Asset Management
Pennsylvania
$314K +$292K +2,593 +1,365%
IC
543
Investment Counsel
Michigan
$313K – – –
FNT
544
First National Trust
Pennsylvania
$310K -$173K -1,536 -36%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$309K +$309K +2,744 New
TNBTD
546
Trustmark National Bank Trust Department
Mississippi
$308K -$13.6K -121 -4%
NDSI
547
Newman Dignan & Sheerar Inc
Rhode Island
$307K -$1.8K -16 -0.6%
PFS
548
Prospera Financial Services
Texas
$306K +$9.22K +82 +3%
OPA
549
Old Port Advisors
Maine
$306K +$301K +2,674 New
CBU
550
CIBC Bank USA
Illinois
$305K – – –
20 21
22
23 24