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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
676
RPg Family Wealth Advisory
Massachusetts
$556K -$15.5K -119 -3%
TL
677
TrueWealth LLC
Georgia
$553K – – –
LC
678
Lindbrook Capital
California
$551K +$403K +3,100 +310%
PWLP
679
Prio Wealth Limited Partnership
Massachusetts
$549K +$9.23K +71 +2%
RPWA
680
Regent Peak Wealth Advisors
Georgia
$548K -$58.4K -449 -10%
AFC
681
Adaptive Financial Consulting
Ohio
$538K -$5.72K -44 -1%
SIM
682
Symetra Investment Management
Connecticut
$538K – – –
SBL
683
Sargent Bickham Lagudis
Colorado
$535K -$59.9K -461 -10%
LPIC
684
LeJeune Puetz Investment Counsel
Michigan
$534K +$130 +1 +0%
UAS
685
United Asset Strategies
New York
$533K -$353K -2,716 -41%
VAM
686
Verity Asset Management
North Carolina
$529K -$18.2K -140 -3%
HIS
687
Horizon Investment Services
Indiana
$521K +$65K +500 +15%
JSL
688
JT Stratford LLC
Georgia
$517K +$500K +3,843 New
ICM
689
IMS Capital Management
Oregon
$511K +$260 +2 +0.1%
KF
690
Krilogy Financial
Missouri
$510K +$53.2K +409 +12%
FANJ
691
Financial Architects (New Jersey)
New Jersey
$509K +$438K +3,365 +809%
CNBTD
692
Citizens National Bank Trust Department
Mississippi
$505K +$488K +3,751 New
PA
693
Procyon Advisors
Connecticut
$493K +$183K +1,407 +62%
HIMC
694
Heritage Investors Management Corp
Maryland
$492K – – –
BA
695
Ballew Advisors
Mississippi
$482K -$17.7K -136 -4%
FWM
696
Frontier Wealth Management
Missouri
$479K +$463K +3,562 New
PCMK
697
Paragon Capital Management (Kansas)
Kansas
$474K -$29.3K -225 -6%
SIM
698
Sadoff Investment Management
Wisconsin
$473K – – –
AMIM
699
Aull & Monroe Investment Management
Alabama
$471K – – –
AIC
700
Ameritas Investment Company
Nebraska
$470K -$94.3K -725 -17%
26 27
28
29 30