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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
701
Portside Wealth Group
Utah
$478K -$148K -1,356 -23%
APWA
702
Atlas Private Wealth Advisors
New Jersey
$477K -$224K -2,050 -31%
BFG
703
Berger Financial Group
Minnesota
$472K -$170K -1,558 -26%
DC
704
Davenport & Co
Virginia
$471K +$197K +1,800 +69%
MWM
705
Modera Wealth Management
New Jersey
$469K -$60K -548 -11%
IFPL
706
Investments & Financial Planning LLC
Kentucky
$466K -$1.31K -12 -0.3%
PAA
707
Peregrine Asset Advisers
Oregon
$466K -$58.1K -531 -11%
WSFS
708
Wilmington Savings Fund Society
Delaware
$460K – – –
HWM
709
HB Wealth Management
Georgia
$458K -$45.6K -417 -9%
KFS
710
Kelly Financial Services
Massachusetts
$456K +$462K +4,221 New
WPC
711
White Pine Capital
Minnesota
$454K – – –
WWM
712
Western Wealth Management
Colorado
$452K -$29K -265 -6%
VVP
713
Venture Visionary Partners
Ohio
$451K +$43.7K +399 +10%
PWP
714
Perfromance Wealth Partners
Illinois
$443K -$45.7K -418 -9%
TSMHT
715
Thurston Springer Miller Herd & Titak
Indiana
$435K +$220K +2,010 +97%
LMKC
716
L.M. Kohn & Company
Ohio
$433K -$219K -1,997 -33%
VWWMG
717
Vermillion & White Wealth Management Group
Pennsylvania
$431K -$74.1K -677 -14%
FAM
718
Forte Asset Management
New York
$429K -$33K -302 -7%
CCA
719
Carrera Capital Advisors
Michigan
$428K +$6.24K +57 +1%
VFM
720
Vision Financial Markets
Connecticut
$427K +$438K +4,000 New
CJ
721
Caitlin John
Michigan
$426K +$34.6K +316 +9%
HPM
722
Hudson Portfolio Management
New York
$424K – – –
PS
723
Planned Solutions
California
$421K – – –
FCI
724
Financial Counselors Inc
Kansas
$420K +$26.4K +241 +7%
CNBOF
725
City National Bank of Florida
Florida
$416K +$427K +3,898 New
27 28
29
30 31