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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
726
Accurate Investment Solutions
Pennsylvania
$5K – – –
CPA
727
Clear Perspective Advisors
Illinois
$5K – – –
HWM
728
Holloway Wealth Management
Florida
$5K – – –
IP
729
Intellectus Partners
California
$5K – – –
RFA
730
Reilly Financial Advisors
California
$4K -$19K -161 -81%
PGWM
731
Parisi Gray Wealth Management
New Jersey
$4K -$2.6K -22 -42%
AWMS
732
Advocacy Wealth Management Services
Georgia
$4K – – –
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$4K – – –
BCA
734
Bray Capital Advisors
Florida
$4K +$4.13K +35 New
CBT
735
Central Bank & Trust
Kentucky
$4K +$4.37K +37 New
RWA
736
Ropes Wealth Advisors
Massachusetts
$3K +$2.83K +24 New
CAGAS
737
Capital Advisory Group Advisory Services
Minnesota
$3K +$3.31K +28 New
TI
738
Truepoint Inc
Ohio
$2.95K -$308K -2,604 -88%
WEC
739
Winslow Evans & Crocker
Massachusetts
$2.35K -$10.6K -90 -82%
FWM
740
Focused Wealth Management
New York
$2K -$59.1K -500 -96%
AA
741
AlphaMark Advisors
Kentucky
$2K – – –
DBT
742
Dubuque Bank & Trust
Iowa
$2K +$2.25K +19 New
RFM
743
Royal Fund Management
Florida
$2K +$2.25K +19 New
BCI
744
Brinker Capital Investments
Pennsylvania
$1K – – –
PS
745
Portfolio Strategies
New York
$1K – – –
APSP
746
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$473 +4 +133%
VMPIC
747
Varma Mutual Pension Insurance Co
Finland
– -$422M -3,471,840 Closed
FCC
748
Florin Court Capital
United Kingdom
– -$32.6M -268,300 Closed
NYLIM
749
New York Life Investment Management
New York
– -$31.7M -261,100 Closed
HMC
750
Higher Moment Capital
Massachusetts
– -$11.5M -94,455 Closed
28 29
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