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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
726
IMS Capital Management
Oregon
$504K – – –
RG
727
Retirement Group
California
$500K -$22.1K -166 -4%
JSL
728
JT Stratford LLC
Georgia
$500K +$1.2K +9 +0.2%
WP
729
WealthShield Partners
North Carolina
$499K +$28.8K +217 +6%
GWM
730
Geneos Wealth Management
Colorado
$498K -$68.8K -518 -12%
CIA
731
Choate Investment Advisors
Massachusetts
$498K +$76.3K +574 +18%
CNBTD
732
Citizens National Bank Trust Department
Mississippi
$497K – – –
SEA
733
Stegent Equity Advisors
Texas
$497K +$498K +3,745 New
MCWA
734
Meadow Creek Wealth Advisors
Georgia
$492K +$494K +3,714 New
MRC
735
Millburn Ridgefield Corp
New York
$490K +$21K +158 +4%
BA
736
Bellwether Advisors
Nebraska
$487K -$1.67M -12,560 -77%
EWA
737
EP Wealth Advisors
California
$487K +$60.5K +455 +14%
CAWM
738
Capital Advisors Wealth Management
Washington
$484K +$5.45K +41 +1%
HHRDM
739
H&H Retirement Design & Management
Nevada
$482K -$1.87M -14,034 -78%
PIA
740
Pinion Investment Advisors
Kansas
$476K +$930 +7 +0.2%
CAMG
741
CWA Asset Management Group
Florida
$470K -$186K -1,399 -28%
IWN
742
Independent Wealth Network
Iowa
$456K -$149K -1,118 -25%
VCM
743
Verde Capital Management
Michigan
$455K +$21K +158 +5%
ACA
744
Atlas Capital Advisors
Wyoming
$449K – – –
KWS
745
Keystone Wealth Services
California
$448K +$449K +3,381 New
HAFS
746
Hapanowicz & Associates Financial Services
Pennsylvania
$445K +$445K +3,349 New
TP
747
Tranquility Partners
Tennessee
$443K -$41.1K -309 -8%
BAM
748
Baldrige Asset Management
Pennsylvania
$443K -$4.79K -36 -1%
ACK
749
Andrew C. Karlinski
$441K +$442K +3,329 New
RC
750
RegentAtlantic Capital
New Jersey
$438K +$440K +3,308 New
28 29
30
31 32