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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
651
Wolff Wiese Magana
California
$425K -$772 -7 -0.2%
SWM
652
SigFig Wealth Management
California
$419K +$685K +6,217 New
FIB
653
First Interstate Bank
Montana
$415K +$172K +1,557 +62%
DA
654
Doliver Advisors
Texas
$413K -$21.7K -197 -5%
BA
655
Ballew Advisors
Mississippi
$406K -$35.7K -324 -7%
IPW
656
Intergy Private Wealth
Colorado
$406K +$127K +1,154 +41%
CFB
657
Cullen/Frost Bankers
Texas
$404K +$129K +1,167 +42%
NEWAS
658
N.E.W. Advisory Services
Wisconsin
$402K -$5.62K -51 -1%
AA
659
Altman Advisors
Illinois
$402K +$32K +290 +8%
DE
660
Day & Ennis
Georgia
$400K -$10K -91 -2%
AF
661
Apexium Financial
Texas
$400K +$430K +3,900 New
TWP
662
Tempus Wealth Planning
California
$399K +$882 +8 +0.2%
LPIC
663
LeJeune Puetz Investment Counsel
Michigan
$397K +$110 +1 +0%
AWA
664
Aquire Wealth Advisors
Utah
$396K -$20.4K -185 -5%
DJYG
665
David J. Yvars Group
Florida
$395K – – –
BCM
666
BTR Capital Management
California
$394K -$110K -1,000 -21%
LWM
667
Laidlaw Wealth Management
New York
$394K -$64K -581 -13%
ICM
668
IMS Capital Management
Oregon
$389K – – –
MCWA
669
Meadow Creek Wealth Advisors
Georgia
$380K -$992 -9 -0.2%
SAM
670
Sawgrass Asset Management
Florida
$375K – – –
CWP
671
Concord Wealth Partners
Virginia
$375K +$3.86K +35 +1%
HTC
672
Haverford Trust Company
Pennsylvania
$374K -$50K -454 -11%
MS
673
Maven Securities
Jersey
$373K +$402K +3,643 New
CCM
674
Canal Capital Management
Virginia
$372K -$225K -2,043 -36%
CIAS
675
Capital Investment Advisory Services
North Carolina
$370K -$240K -2,179 -38%
25 26
27
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