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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
676
CWA Asset Management Group
Florida
$369K -$77.2K -700 -16%
CAC
677
Certified Advisory Corp
Florida
$367K -$46.3K -420 -10%
PIM
678
Penobscot Investment Management
Massachusetts
$367K – – –
SBH
679
Segall Bryant & Hamill
Illinois
$367K +$93K +844 +30%
BTI
680
Blue Trust Inc
Georgia
$367K +$155K +1,405 +73%
CIA
681
Caerus Investment Advisors
Texas
$361K – – –
KWA
682
Kellett Wealth Advisors
Ohio
$357K – – –
MHS
683
M Holdings Securities
Oregon
$352K -$772 -7 -0.2%
BAM
684
Baldrige Asset Management
Pennsylvania
$350K +$8.71K +79 +2%
PPP
685
Private Portfolio Partners
New Jersey
$348K -$61.6K -559 -14%
JPLA
686
Joseph P. Lucia & Associates
New York
$347K +$2.76K +25 +0.7%
BA
687
Bellwether Advisors
Nebraska
$345K – – –
BB
688
Busey Bank
Illinois
$344K +$370K +3,357 New
SP
689
Successful Portfolios
Florida
$344K +$370K +3,358 New
CWS
690
Cypress Wealth Services
California
$343K +$369K +3,350 New
CJL
691
Cyrus J. Lawrence
New York
$342K +$110K +1,000 +43%
WFA
692
Wipfli Financial Advisors
Wisconsin
$335K +$37.6K +341 +12%
FFBTD
693
First Financial Bank - Trust Division
Ohio
$329K -$6.5K -59 -2%
SW
694
SlateStone Wealth
Florida
$324K – – –
TW
695
TrinityPoint Wealth
Connecticut
$323K -$22.9K -208 -6%
RSWM
696
Robertson Stephens Wealth Management
California
$322K -$868K -7,872 -71%
CAM
697
Claret Asset Management
Quebec, Canada
$321K -$327K -2,968 -49%
DBIA
698
Dumont & Blake Investment Advisors
New Jersey
$321K – – –
BFA
699
BMS Financial Advisors
South Dakota
$320K +$344K +3,120 New
AT
700
American Trust
Kentucky
$319K -$114K -1,037 -25%
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28
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