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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
551
Independence Bank of Kentucky
Kentucky
$785K – – –
CSPAM
552
Cary Street Partners Asset Management
Virginia
$777K +$801K +6,423 New
GRP
553
Global Retirement Partners
California
$776K +$853K +6,840 New
PFM
554
Phillips Financial Management
Indiana
$774K +$799K +6,402 New
MAP
555
Milestone Advisory Partners
North Carolina
$772K – – –
KF
556
Krilogy Financial
Missouri
$766K +$20.8K +167 +3%
RVM
557
Robinson Value Management
Texas
$765K -$81K -649 -9%
LWAC
558
Laurel Wealth Advisors (California)
California
$765K -$17.6K -141 -2%
SWM
559
Selective Wealth Management
Virginia
$761K +$729K +5,844 +1,310%
GCM
560
Graham Capital Management
Connecticut
$761K +$786K +6,300 New
IAIM
561
Industrial Alliance Investment Management
Quebec, Canada
$750K – – –
PWW
562
Pettyjohn Wood & White
Virginia
$746K -$16.1K -129 -2%
WWP
563
WR Wealth Planners
Missouri
$745K +$768K +6,157 New
LW
564
Linscomb Wealth
Texas
$740K -$3.49K -28 -0.5%
SWRP
565
Summit Wealth & Retirement Planning
California
$734K -$79.3K -636 -9%
PP
566
Prosperity Planning
Missouri
$719K – – –
CCA
567
Catalyst Capital Advisors
New York
$714K – – –
TCM
568
Teza Capital Management
Illinois
$714K – – –
HWM
569
HB Wealth Management
Georgia
$711K -$705K -5,649 -49%
SC
570
Solstein Capital
California
$704K -$661K -5,299 -48%
PAS
571
Park Avenue Securities
New York
$698K -$495K -3,972 -41%
NAMM
572
NorthStar Asset Management (Massachusetts)
Massachusetts
$690K – – –
RA
573
RFG Advisory
Alabama
$688K -$116K -930 -14%
AP
574
Americana Partners
Texas
$686K +$708K +5,675 New
HCA
575
Harbour Capital Advisors
Virginia
$685K -$23.1K -185 -3%
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