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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
651
Phillips Financial Management
Indiana
$495K -$133K -1,268 -21%
IPW
652
Intergy Private Wealth
Colorado
$493K +$74.7K +714 +18%
HIS
653
Horizon Investment Services
Indiana
$493K -$108K -1,028 -18%
HCP
654
Hexagon Capital Partners
Arkansas
$493K -$87.2K -833 -15%
FWM
655
Finer Wealth Management
Massachusetts
$491K -$729K -6,968 -60%
IA
656
Integrity Advisory
Kansas
$481K +$478K +4,567 New
I2I
657
Insight 2811 Inc
Illinois
$480K +$260K +2,481 +120%
VST
658
Van Strum & Towne
California
$473K -$11.5K -110 -2%
WWP
659
WR Wealth Planners
Missouri
$469K -$20.4K -195 -4%
SPP
660
Single Point Partners
Massachusetts
$460K -$165K -1,579 -27%
PS
661
Planned Solutions
California
$458K – – –
ECG
662
EPIQ Capital Group
California
$448K +$445K +4,251 New
CAG
663
Crestwood Advisors Group
Massachusetts
$444K -$110K -1,050 -20%
AIC
664
Archer Investment Corporation
Indiana
$443K -$612K -5,846 -58%
MFA
665
Mayflower Financial Advisors
Massachusetts
$443K -$87.4K -835 -17%
PMG
666
ProVise Management Group
Florida
$441K -$11.1K -106 -2%
SAM
667
Strategy Asset Managers
California
$433K +$217K +2,071 +102%
AA
668
Altman Advisors
Illinois
$430K -$314 -3 -0.1%
MHS
669
M Holdings Securities
Oregon
$429K +$66.2K +632 +18%
BTWM
670
Baker Tilly Wealth Management
Wisconsin
$420K +$137K +1,308 +49%
GCA
671
Greenwood Capital Associates
South Carolina
$420K -$27.4K -262 -6%
APW
672
Acima Private Wealth
Virginia
$419K +$416K +3,970 New
PWMG
673
Pioneer Wealth Management Group
Texas
$418K +$415K +3,967 New
PPP
674
Private Portfolio Partners
New Jersey
$416K +$58.3K +557 +16%
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$415K -$24.9K -238 -6%
25 26
27
28 29