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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
576
Lincoln National Corp
Pennsylvania
$552K +$28.8K +226 +5%
MAP
577
Milestone Advisory Partners
North Carolina
$550K -$510K -4,000 -47%
CAM
578
Cidel Asset Management
Ontario, Canada
$550K +$567K +4,450 New
SBL
579
Sargent Bickham Lagudis
Colorado
$548K -$213K -1,671 -27%
CFB
580
Cullen/Frost Bankers
Texas
$545K -$290K -2,277 -34%
SSWM
581
Smith Salley Wealth Management
North Carolina
$543K +$7.14K +56 +1%
LFS
582
Lutz Financial Services
Nebraska
$542K -$220K -1,728 -28%
CG
583
Colony Group
Massachusetts
$538K -$196K -1,536 -26%
CSPIA
584
Cary Street Partners Investment Advisory
Virginia
$536K -$221K -1,732 -29%
BI
585
Ballast Inc
Kentucky
$529K -$4.21K -33 -0.8%
RFWA
586
RPg Family Wealth Advisory
Massachusetts
$526K +$4.46K +35 +0.8%
AIC
587
Ameritas Investment Company
Nebraska
$518K +$130K +1,021 +32%
TL
588
TrueWealth LLC
Georgia
$508K -$19.9K -156 -4%
VAM
589
Verity Asset Management
North Carolina
$503K -$232K -1,824 -31%
HIM
590
HawsGoodwin Investment Management
Tennessee
$501K -$204K -1,599 -28%
AFC
591
Adaptive Financial Consulting
Ohio
$499K +$48.3K +379 +10%
BAM
592
Bruderman Asset Management
New York
$498K +$137K +1,077 +36%
PWLP
593
Prio Wealth Limited Partnership
Massachusetts
$496K – – –
SIM
594
Symetra Investment Management
Connecticut
$494K +$510K +4,000 New
PWM
595
Perigon Wealth Management
California
$492K +$273K +2,146 +135%
LPIC
596
LeJeune Puetz Investment Counsel
Michigan
$490K -$28.5K -224 -5%
TCWM
597
Total Clarity Wealth Management
Illinois
$482K +$391K +3,066 +368%
FTIOP
598
Fiduciary Trust International of Pennsylvania
Pennsylvania
$478K +$493K +3,872 New
TIM
599
Total Investment Management
Arizona
$475K -$4.15M -32,558 -89%
ICM
600
IMS Capital Management
Oregon
$469K – – –
22 23
24
25 26