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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Mascoma Wealth Management
New Hampshire
– -$62K -525 Closed
FCAG
777
First Capital Advisors Group
New Jersey
– -$53K -455 Closed
HDIM
778
Hanson & Doremus Investment Management
Vermont
– -$46K -391 Closed
TI
779
Truepoint Inc
Ohio
– -$2.95K -346 Closed
SP
780
SWS Partners
Ohio
– -$36K -306 Closed
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$35K -295 Closed
PS
782
Portfolio Solutions
Michigan
– -$33K -281 Closed
PWM
783
Perigon Wealth Management
California
– -$23K -193 Closed
SFSIG
784
San Francisco Sentry Investment Group
California
– -$19K -163 Closed
CS
785
Credential Securities
– -$11.7K -100 Closed
WDL
786
Well Done LLC
Michigan
– -$7K -60 Closed
RIA
787
RPG Investment Advisory
California
– -$7K -57 Closed
WCM
788
Whitener Capital Management
North Carolina
– -$6K -54 Closed
THWM
789
Taylor Hoffman Wealth Management
Virginia
– -$6K -49 Closed
RFA
790
Reilly Financial Advisors
California
– -$4K -38 Closed
CBT
791
Central Bank & Trust
Kentucky
– -$4K -37 Closed
BCA
792
Bray Capital Advisors
Florida
– -$4K -35 Closed
AWMS
793
Advocacy Wealth Management Services
Georgia
– -$4K -32 Closed
RWA
794
Ropes Wealth Advisors
Massachusetts
– -$3K -24 Closed
KC
795
KHP Capital
Oklahoma
– +$115 +1 New
28 29 30 31
32