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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
601
Clarity Financial
Texas
$799K -$257K -1,951 -25%
PP
602
Prosperity Planning
Missouri
$797K – – –
CCA
603
Catalyst Capital Advisors
New York
$793K – – –
TCM
604
Teza Capital Management
Illinois
$793K – – –
FHC
605
First Horizon Corporation
Tennessee
$792K +$200K +1,519 +35%
KF
606
Krilogy Financial
Missouri
$789K +$42.2K +320 +6%
MAM
607
Meeder Asset Management
Ohio
$789K +$193K +1,466 +33%
GIP
608
Greatmark Investment Partners
Georgia
$784K – – –
CMI
609
Clare Market Investments
Texas
$778K -$211K -1,599 -22%
WWM
610
Western Wealth Management
Colorado
$776K -$73K -554 -9%
AA
611
ACT Advisors
North Carolina
$776K – – –
SI
612
SimpliFi Inc
California
$772K -$24.7M -187,709 -97%
GWM
613
Greenwich Wealth Management
Connecticut
$768K -$36.9K -280 -5%
VAM
614
Verity Asset Management
North Carolina
$768K -$25.7K -195 -3%
NAMM
615
NorthStar Asset Management (Massachusetts)
Massachusetts
$767K +$132K +1,000 +21%
CCM
616
Canal Capital Management
Virginia
$765K -$970K -7,362 -56%
OPWM
617
Oxinas Partners Wealth Management
Indiana
$765K -$85.4K -648 -10%
CAG
618
Crestwood Advisors Group
Massachusetts
$762K – – –
HCA
619
Harbour Capital Advisors
Virginia
$762K – – –
HCP
620
Hexagon Capital Partners
Arkansas
$762K +$1.45K +11 +0.2%
1SB
621
1ST Source Bank
Indiana
$745K – – –
ECM
622
Evergreen Capital Management
Washington
$736K -$17.8K -135 -2%
CFS
623
Cannon Financial Strategists
Georgia
$728K -$156K -1,180 -18%
CGFA
624
Colton Groome Financial Advisors
North Carolina
$727K +$41.1K +312 +6%
WAP
625
Wealthcare Advisory Partners
Pennsylvania
$726K -$104K -787 -13%
23 24
25
26 27