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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
726
Clear Investment Research
Georgia
$73K -$480 -4 -0.7%
CBT
727
Capital Bank & Trust
California
$72K +$69.7K +580 New
AWM
728
Apollon Wealth Management
South Carolina
$69K +$66.5K +554 New
ESB
729
Essex Savings Bank
Connecticut
$68K – – –
FPFS
730
First Personal Financial Services
North Carolina
$65K – – –
PFGIA
731
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$120 +1 +0.2%
BAM
732
BTS Asset Management
Massachusetts
$63K +$61.4K +511 New
TCOV
733
Trust Company of Vermont
Vermont
$57K – – –
OSNBOA
734
Old Second National Bank of Aurora
Illinois
$57K +$3.48K +29 +7%
SIS
735
Sound Income Strategies
Florida
$56K +$22K +183 +69%
CH
736
Canton Hathaway
Rhode Island
$56K +$54K +450 New
TF
737
TimeScale Financial
Massachusetts
$56K +$54.3K +452 New
MAU
738
MRA Associates USA
Arizona
$52.4K +$32.4K +270 +179%
FANJ
739
Financial Architects (New Jersey)
New Jersey
$52K – – –
SFG
740
SevenBridge Financial Group
Pennsylvania
$52K +$1.32K +11 +3%
WEC
741
Winslow Evans & Crocker
Massachusetts
$50K -$8.89K -74 -16%
OAM
742
Oppenheimer Asset Management
New York
$49K -$6K -50 -11%
AIL
743
AGF Investments LLC
Ontario, Canada
$49K – – –
TCM
744
TD Capital Management
Tennessee
$47K +$9.73K +81 +27%
MWM
745
Meridian Wealth Management
Kentucky
$45.9K +$44.4K +370 New
TA
746
TCG Advisors
Texas
$42K +$41K +341 New
JWM
747
Janiczek Wealth Management
Colorado
$41K – – –
CA
748
Crewe Advisors
Utah
$40K – – –
LWA
749
Lenox Wealth Advisors
New York
$40K – – –
SIC
750
Salem Investment Counselors
North Carolina
$40K +$38.2K +318 New
28 29
30
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