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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
NPP
651
New Potomac Partners
Maryland
$44K – – –
OC
652
Oakworth Capital
Alabama
$44K – – –
JWM
653
Janiczek Wealth Management
Colorado
$38K +$38.3K +333 New
LWA
654
Lenox Wealth Advisors
New York
$37K -$526K -4,568 -93%
TIM
655
Tortoise Investment Management
New York
$37K -$32.8K -285 -47%
FNB
656
Farmers National Bank
Kentucky
$37K – – –
RFWA
657
RPg Family Wealth Advisory
Massachusetts
$33.7K +$2.07K +18 +7%
FCMT
658
Founders Capital Management (Texas)
Texas
$33K -$59.5K -517 -64%
TFA
659
Toth Financial Advisory
Virginia
$33K – – –
SCA
660
Stuart Chaussee & Associates
California
$33K +$33.4K +290 New
GI
661
Gradient Investments
Minnesota
$32K -$6.79K -59 -17%
KPCM
662
Kings Point Capital Management
New York
$31K – – –
AOWM
663
Alpha Omega Wealth Management
Virginia
$30K – – –
PCFFS
664
Pacific Center for Financial Services
California
$30K – – –
MA
665
MUFG Americas
New York
$30K +$11.6K +101 +61%
S
666
SignatureFD
Georgia
$30K +$30.3K +263 New
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K – – –
CDIA
668
Capital Directions Investment Advisors
Georgia
$29K +$28.9K +251 New
EDRH
669
Edmond de Rothschild Holding
Switzerland
$27K – – –
YWP
670
YorkBridge Wealth Partners
New York
$26K – – –
WC
671
Whitney & Co
New York
$24K +$12.8K +111 +111%
TFA
672
Transamerica Financial Advisors
Florida
$23K -$16.5K -143 -42%
CHP
673
Cable Hill Partners
Oregon
$23K – – –
ML
674
McAdam LLC
Pennsylvania
$23K – – –
FFW
675
Fusion Family Wealth
New York
$22K -$36.8K -320 -63%
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