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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
626
Savant Capital
Illinois
$612K +$48.8K +453 +9%
PA
627
Parallel Advisors
California
$608K -$162K -1,502 -21%
FWM
628
Fonville Wealth Management
Virginia
$604K +$754 +7 +0.1%
SFFS
629
Stonehage Fleming Financial Services
Jersey
$600K -$113K -1,046 -16%
IFO
630
Independent Family Office
New York
$598K – – –
HT
631
Heritage Trust
Oklahoma
$595K -$100K -930 -15%
CAM
632
Cresset Asset Management
Illinois
$585K +$22.4K +208 +4%
TSMHT
633
Thurston Springer Miller Herd & Titak
Indiana
$582K +$138K +1,279 +31%
LCM
634
Lazari Capital Management
California
$580K -$27.3K -253 -5%
AA
635
Alesco Advisors
New York
$576K – – –
DWP
636
Daymark Wealth Partners
Ohio
$576K +$215 +2 +0%
SCA
637
Snowden Capital Advisors
New York
$570K -$62.6K -581 -10%
TPWA
638
TRUE Private Wealth Advisors
Oregon
$565K -$2.91K -27 -0.5%
SC
639
Solstein Capital
California
$561K – – –
SVWG
640
Shared Vision Wealth Group
United States
$554K -$18.3K -170 -3%
SAI
641
Savvy Advisors Inc
New York
$551K -$235K -2,185 -30%
GCA
642
Gradient Capital Advisors
California
$549K -$7.22K -67 -1%
FPCP
643
Fort Point Capital Partners
California
$548K -$44.1K -409 -8%
ML
644
McAdam LLC
Pennsylvania
$548K -$59K -548 -10%
AWM
645
AE Wealth Management
Kansas
$546K -$1.88M -17,486 -78%
MAG
646
M3 Advisory Group
Massachusetts
$541K +$12.1K +112 +2%
AFG
647
ABLE Financial Group
Arizona
$540K – – –
RFA
648
RTD Financial Advisors
Pennsylvania
$537K -$12.1K -112 -2%
AFS
649
AFG Fiduciary Services
Massachusetts
$535K – – –
HWA
650
HCR Wealth Advisors
California
$535K -$12.3K -114 -2%
24 25
26
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