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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
651
Cidel Asset Management
Ontario, Canada
$548K +$22.5K +205 +4%
PA
652
Parallel Advisors
California
$543K -$55.8K -508 -9%
NCM
653
Neumann Capital Management
California
$540K -$15.4K -140 -3%
NAM
654
NTV Asset Management
West Virginia
$539K +$157K +1,430 +42%
AIA
655
AssuredPartners Investment Advisors
Florida
$538K +$197K +1,789 +59%
SWIM
656
Smallwood Wealth Investment Management
New Jersey
$528K – – –
AIP
657
Arrowpoint Investment Partners
Singapore
$524K +$517K +4,700 New
CSP
658
Cary Street Partners
Virginia
$523K +$120K +1,094 +3%
AWP
659
Axis Wealth Partners
Rhode Island
$516K -$5.61K -51 -1%
ML
660
McAdam LLC
Pennsylvania
$512K -$8.36K -76 -2%
CWA
661
Canvas Wealth Advisors
Kansas
$507K +$150K +1,368 +43%
RCG
662
Rock Creek Group
District of Columbia
$502K – – –
IAA
663
Independent Advisor Alliance
North Carolina
$498K -$10.2K -93 -2%
TPWA
664
TRUE Private Wealth Advisors
Oregon
$497K -$66.2K -602 -12%
HI
665
Hudock Inc
Pennsylvania
$496K +$9.34K +85 +2%
AAM
666
Advisors Asset Management
Colorado
$494K +$189K +1,720 +63%
SWM
667
Spire Wealth Management
Virginia
$493K +$248K +2,259 +104%
HTC
668
Haverford Trust Company
Pennsylvania
$493K -$231K -2,099 -32%
MWM
669
Modera Wealth Management
New Jersey
$491K – – –
FC
670
Farringdon Capital
United Kingdom
$488K +$223K +2,033 +87%
KFS
671
Kelly Financial Services
Massachusetts
$485K -$3.19K -29 -0.7%
BFS
672
BridgePort Financial Solutions
Iowa
$484K +$477K +4,338 New
IBOK
673
Independence Bank of Kentucky
Kentucky
$482K -$15.4K -140 -3%
IFPL
674
Investments & Financial Planning LLC
Kentucky
$481K +$4.51K +41 +1%
PAA
675
Peregrine Asset Advisers
Oregon
$476K -$4.29K -39 -0.9%
25 26
27
28 29