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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
701
QCI Asset Management
New York
$508K – – –
FM
702
Foster & Motley
Ohio
$506K +$496K +3,764 New
CNBTD
703
Citizens National Bank Trust Department
Mississippi
$504K – – –
BAM
704
Barrett Asset Management
New York
$503K +$13.3K +101 +3%
CCWA
705
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$502K +$493K +3,737 New
SP
706
Successful Portfolios
Florida
$501K -$1.22M -9,232 -71%
EP
707
Eudaimonia Partners
Tennessee
$500K +$30.2K +229 +7%
VA
708
Verdad Advisers
Massachusetts
$500K +$491K +3,725 New
MLM
709
Mount Lucas Management
Pennsylvania
$498K +$488K +3,703 New
AWE
710
Avidian Wealth Enterprises
Texas
$497K -$908K -6,891 -65%
WSFS
711
Wilmington Savings Fund Society
Delaware
$492K -$33.2K -252 -6%
BA
712
Ballew Advisors
Mississippi
$491K -$425K -3,224 -47%
CAWM
713
Capital Advisors Wealth Management
Washington
$491K -$320K -2,430 -40%
ATPW
714
Ashton Thomas Private Wealth
Arizona
$491K +$162K +1,227 +51%
DWM
715
Defined Wealth Management
Oregon
$487K +$43.1K +327 +10%
FA
716
Fermata Advisors
California
$487K +$478K +3,623 New
PCS
717
Personal CFO Solutions
New Jersey
$485K +$476K +3,611 New
VIP
718
Viewpoint Investment Partners
Alberta, Canada
$484K -$8.8M -66,772 -95%
KMWM
719
Keudell/Morrison Wealth Management
Oregon
$483K -$92.3K -700 -16%
ACA
720
Atlas Capital Advisors
Wyoming
$482K -$42K -319 -8%
FSA
721
Fort Sheridan Advisors
Illinois
$480K – – –
DWP
722
Destiny Wealth Partners
Florida
$479K -$77.4K -587 -14%
IWP
723
Icon Wealth Partners
Texas
$475K -$3.73M -28,269 -89%
BTWM
724
Baker Tilly Wealth Management
Wisconsin
$474K +$54K +410 +13%
SIC
725
Samalin Investment Counsel
New York
$473K -$59.2K -449 -11%
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30 31