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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Empirical Wealth Management
Washington
$255K +$41.1K +340 +19%
KF
552
Krilogy Financial
Missouri
$254K +$24.8K +205 +11%
GD
553
Grandfield & Dodd
New York
$253K -$19.8K -164 -7%
NCM
554
New Capital Management
Texas
$252K +$3.99K +33 +2%
FC
555
Forte Capital
New York
$251K -$60.4K -500 -19%
DPI
556
Diversified Portfolios Inc
Michigan
$249K -$12.1K -100 -5%
OFW
557
Omnia Family Wealth
Florida
$249K – – –
BFA
558
Beaumont Financial Advisors
Massachusetts
$249K +$1.21K +10 +0.5%
LYV
559
Live Your Vision
Pennsylvania
$247K -$24.2K -200 -9%
LA
560
Legacy Advisors
Pennsylvania
$242K – – –
AAS
561
Annex Advisory Services
Wisconsin
$240K -$7.98K -66 -3%
WA
562
WealthTrust-Arizona
Arizona
$240K +$153K +1,265 +176%
MA
563
MUFG Americas
New York
$238K – – –
WA
564
Waverly Advisors
Alabama
$236K -$41K -339 -15%
RFWA
565
RPg Family Wealth Advisory
Massachusetts
$232K +$215K +1,777 +1,269%
ST
566
Spinnaker Trust
Maine
$232K -$24.2K -200 -9%
CPIG
567
Chicago Partners Investment Group
Illinois
$232K +$156K +1,295 +209%
CA
568
Clearstead Advisors
Ohio
$229K -$76.1K -630 -25%
I
569
IberiaBank
Louisiana
$223K +$222K +1,840 New
BO
570
Bank OZK
Arkansas
$222K -$5.44K -45 -2%
FWM
571
Frontier Wealth Management
Missouri
$221K -$94.9K -785 -30%
LI
572
LVZ Inc
Michigan
$219K -$4.83K -40 -2%
MWM
573
Mission Wealth Management
California
$217K +$217K +1,793 New
AAA
574
Adams Asset Advisors
Texas
$216K +$242 +2 +0.1%
SMC
575
Smith, Moore & Co
Missouri
$214K +$213K +1,762 New
21 22
23
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