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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
601
M&R Capital Management
New Jersey
$55K – – –
SFG
602
SevenBridge Financial Group
Pennsylvania
$55K – – –
GBT
603
Grove Bank & Trust
Florida
$54K – – –
YWP
604
YorkBridge Wealth Partners
New York
$53K +$54.3K +457 New
FANJ
605
Financial Architects (New Jersey)
New Jersey
$51K +$2.5K +21 +5%
AOWM
606
Alpha Omega Wealth Management
Virginia
$50K +$50.4K +424 New
PCIG
607
Partners Capital Investment Group
Massachusetts
$46K +$475 +4 +1%
HDIM
608
Hanson & Doremus Investment Management
Vermont
$45.8K +$46.5K +391 New
VCM
609
Versant Capital Management
Arizona
$45K -$35.9K -302 -44%
OC
610
Oakworth Capital
Alabama
$45K – – –
PMFA
611
Plante Moran Financial Advisors
Michigan
$45K +$22.3K +188 +95%
BL
612
Balentine LLC
Georgia
$44K – – –
TWA
613
TCI Wealth Advisors
Arizona
$38K -$23.8K -200 -38%
GBBWRPM
614
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$36K -$3.8K -32 -10%
BWA
615
Burt Wealth Advisors
Maryland
$36K – – –
CFA
616
Camarda Financial Advisors
Florida
$35K +$35.7K +300 New
TF
617
Tompkins Financial
New York
$35K +$35.8K +301 New
AIS
618
Accurate Investment Solutions
Pennsylvania
$34K -$2.53M -21,266 -99%
PCFFS
619
Pacific Center for Financial Services
California
$33K +$33.4K +281 New
CAL
620
Capital Analysts LLC
Pennsylvania
$32K -$9.9M -83,340 -100%
MFW
621
Mosaic Family Wealth
Missouri
$32K +$238 +2 +0.7%
LCM
622
Liberty Capital Management
Michigan
$29K -$39.6K -333 -57%
CAL
623
Capital Advisors Ltd
Ohio
$28K +$17.5K +147 +165%
CHP
624
Cable Hill Partners
Oregon
$23K -$35.7K -300 -60%
GAM
625
Gemmer Asset Management
California
$21K -$17.4K -146 -45%
23 24
25
26 27