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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
626
Global Retirement Partners
California
$722K -$281K -2,131 -28%
FFA
627
First Foundation Advisors
California
$719K -$16.3K -124 -2%
AA
628
Alesco Advisors
New York
$712K – – –
COCM
629
Charter Oak Capital Management
New Hampshire
$712K +$30.8K +234 +5%
PFBT
630
Parkside Financial Bank & Trust
Missouri
$709K – – –
22CM
631
20/20 Capital Management
California
$709K +$132K +1,000 +23%
NEPPG
632
New England Professional Planning Group
Rhode Island
$708K -$106K -803 -13%
GIA
633
Goodwin Investment Advisory
Georgia
$707K -$210K -1,590 -26%
LWAC
634
Laurel Wealth Advisors (California)
California
$705K -$328K -2,485 -32%
HT
635
Heritage Trust
Oklahoma
$703K +$690K +5,234 New
BCM
636
BTR Capital Management
California
$699K +$686K +5,204 New
TAM
637
Townsend Asset Management
North Carolina
$697K -$117K -888 -15%
SCM
638
SCS Capital Management
Massachusetts
$690K -$24.4K -185 -3%
MAM
639
MMA Asset Management
Pennsylvania
$684K -$2.11K -16 -0.3%
TF
640
TimeScale Financial
Massachusetts
$675K -$16.6K -126 -2%
MFA
641
Mayflower Financial Advisors
Massachusetts
$673K -$44.8K -340 -6%
SCM
642
Symons Capital Management
Pennsylvania
$670K -$12.1K -92 -2%
WSTAM
643
Wilbanks Smith & Thomas Asset Management
Virginia
$667K -$58.3K -442 -8%
CAMG
644
CWA Asset Management Group
Florida
$663K -$52.9K -401 -7%
CSPIA
645
Cary Street Partners Investment Advisory
Virginia
$661K -$73.8K -560 -10%
TYCC
646
Texas Yale Capital Corp
Florida
$656K -$105K -797 -14%
CIAS
647
Capital Investment Advisory Services
North Carolina
$656K +$43.2K +328 +7%
SHJ
648
Sharkey, Howes & Javer
Colorado
$640K -$7.24M -54,897 -92%
UIA
649
UBP Investment Advisors
Switzerland
$630K – – –
SBL
650
Sargent Bickham Lagudis
Colorado
$630K +$41.4K +314 +7%
24 25
26
27 28