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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$282K -$7K -55 -2%
MC
702
Moors & Cabot
Massachusetts
$279K -$11.7K -92 -4%
CCFM
703
Clear Creek Financial Management
Washington
$279K +$11.5K +90 +4%
TA
704
TCG Advisors
Texas
$278K +$255 +2 +0.1%
OPA
705
Old Port Advisors
Maine
$278K +$18.3K +144 +7%
JHCP
706
Jackson Hole Capital Partners
Oklahoma
$276K – – –
VWA
707
V Wealth Advisors
Kansas
$276K – – –
MPPLM
708
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$275K -$2.9M -22,771 -83%
DCM
709
Dimension Capital Management
Florida
$275K +$12.4K +97 +5%
FDCDDQ
710
Federation des caisses Desjardins du Quebec
Quebec, Canada
$275K – – –
GWM
711
Geneos Wealth Management
Colorado
$274K -$2.72M -21,366 -91%
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$274K -$2.04K -16 -0.7%
SFG
713
Summit Financial Group
West Virginia
$273K – – –
LA
714
Legacy Advisors
Pennsylvania
$269K -$9.68K -76 -3%
HIM
715
Hillsdale Investment Management
Ontario, Canada
$269K – – –
PIA
716
Pinion Investment Advisors
Kansas
$269K +$5.99K +47 +2%
GD
717
Grandfield & Dodd
New York
$268K +$266K +2,091 New
DI
718
DFPG Investments
Utah
$267K -$62.9K -494 -19%
FVWA
719
Foster Victor Wealth Advisors
South Carolina
$265K +$264K +2,072 New
PAM
720
Palisade Asset Management
Minnesota
$264K -$32.7K -257 -11%
GM
721
GeoWealth Management
Illinois
$263K -$586K -4,601 -69%
JIC
722
Joel Isaacson & Co
New York
$263K – – –
OFW
723
Omnia Family Wealth
Florida
$263K – – –
NGA
724
Naples Global Advisors
Florida
$263K +$262K +2,054 New
PPA
725
Parametric Portfolio Associates
Washington
$261K -$30.7K -241 -11%
27 28
29
30 31