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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
776
Walker Asset Management
Missouri
$264K -$105 -1 -0%
KFI
777
Key Financial Inc
Pennsylvania
$261K – – –
OAM
778
Occidental Asset Management
California
$260K -$332K -3,150 -55%
GWM
779
Geneos Wealth Management
Colorado
$260K +$20.8K +197 +8%
AWA
780
Acorn Wealth Advisors
Michigan
$257K +$37.5K +356 +16%
CWA
781
Canvas Wealth Advisors
Kansas
$257K +$27K +256 +11%
PFBT
782
Parkside Financial Bank & Trust
Missouri
$257K – – –
GFPC
783
Global Financial Private Client
Florida
$256K -$75.5K -716 -22%
BFM
784
Boothbay Fund Management
New York
$255K -$42.2K -400 -14%
JC
785
Jentner Corp
Ohio
$255K – – –
HT
786
Headlands Technologies
Illinois
$255K -$2.74M -26,019 -91%
CCM
787
Canal Capital Management
Virginia
$253K +$261K +2,477 New
RWM
788
Ritholtz Wealth Management
New York
$252K +$261K +2,472 New
EAM
789
Empirical Asset Management
Massachusetts
$251K -$105 -1 -0%
BTWM
790
Baker Tilly Wealth Management
Wisconsin
$251K -$99.3K -942 -28%
CPG
791
Cornerstone Planning Group
New Jersey
$250K +$167K +1,580 +181%
CWP
792
Concord Wealth Partners
Virginia
$250K -$4.85K -46 -2%
GM
793
GeoWealth Management
Illinois
$250K -$508K -4,820 -66%
DBIA
794
Dumont & Blake Investment Advisors
New Jersey
$250K +$2K +19 +0.8%
HIC
795
Holderness Investments Company
North Carolina
$250K – – –
LMKC
796
L.M. Kohn & Company
Ohio
$249K +$257K +2,442 New
PMFA
797
Plante Moran Financial Advisors
Michigan
$249K -$26.8K -254 -9%
FCI
798
Financial Counselors Inc
Kansas
$248K +$256K +2,430 New
D
799
Dentgroup
Louisiana
$247K +$256K +2,424 New
CHA
800
Carmichael Hill & Associates
Maryland
$247K +$422 +4 +0.2%
30 31
32
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