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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BS
576
Boenning & Scattergood
Pennsylvania
$816K -$52.7K -390 -6%
LW
577
Linscomb Wealth
Texas
$816K +$1.22K +9 +0.1%
GRP
578
Global Retirement Partners
California
$809K +$95.3K +705 +13%
DFG
579
Demars Financial Group
Washington
$804K +$254K +1,882 +45%
PP
580
Prosperity Planning
Missouri
$799K – – –
EWM
581
Evercore Wealth Management
New York
$797K -$108K -797 -12%
SBL
582
Sargent Bickham Lagudis
Colorado
$797K +$176K +1,301 +28%
DSAM
583
Dock Street Asset Management
Florida
$796K -$37.8K -280 -4%
AA
584
ACT Advisors
North Carolina
$791K +$25.5K +189 +3%
HCA
585
Harbour Capital Advisors
Virginia
$788K +$34.1K +252 +4%
RCAG
586
Rehmann Capital Advisory Group
Michigan
$788K -$33.7K -249 -4%
CCA
587
Catalyst Capital Advisors
New York
$785K – – –
TCM
588
Teza Capital Management
Illinois
$785K – – –
OPS
589
Orion Portfolio Solutions
Nebraska
$776K +$335K +2,482 +74%
RSWM
590
Robertson Stephens Wealth Management
California
$766K -$1.73M -12,793 -69%
BAM
591
Blueshift Asset Management
New Jersey
$766K +$778K +5,759 New
NAMM
592
NorthStar Asset Management (Massachusetts)
Massachusetts
$759K – – –
CAG
593
Crestwood Advisors Group
Massachusetts
$757K – – –
HT
594
Heritage Trust
Oklahoma
$756K +$60.5K +448 +9%
SSCA
595
South Shore Capital Advisors
Massachusetts
$751K +$763K +5,648 New
GIP
596
Greatmark Investment Partners
Georgia
$750K -$27K -200 -3%
CCM
597
Canal Capital Management
Virginia
$750K -$7.97K -59 -1%
LSPW
598
Lake Street Private Wealth
Illinois
$749K -$312K -2,310 -29%
GWM
599
Greenwich Wealth Management
Connecticut
$741K -$19.5K -144 -3%
1SB
600
1ST Source Bank
Indiana
$741K +$2.84K +21 +0.4%
22 23
24
25 26