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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
801
Cardiff Park Advisors
California
$230K +$216 +2 +0.1%
RMC
802
Regis Management Company
California
$230K – – –
AIP
803
Almanack Investment Partners
Pennsylvania
$229K +$229K +2,114 New
PA
804
Procyon Advisors
Connecticut
$228K +$1.62K +15 +0.7%
CB
805
CNB Bank
Pennsylvania
$227K -$28.7K -265 -11%
VIA
806
Vident Investment Advisory
Georgia
$227K +$227K +2,100 New
GIP
807
Greatmark Investment Partners
Georgia
$227K -$34.1K -315 -13%
GD
808
Grandfield & Dodd
New York
$226K – – –
SWA
809
SOA Wealth Advisors
New York
$226K +$1.95K +18 +0.9%
BSW
810
Buckingham Strategic Wealth
Missouri
$226K +$226K +2,088 New
WI
811
Wedgewood Investors
Pennsylvania
$226K – – –
GCA
812
Greenwood Capital Associates
South Carolina
$225K -$209K -1,929 -48%
VCM
813
Verde Capital Management
Michigan
$225K +$14.9K +138 +7%
EW
814
Enzi Wealth
Texas
$224K -$670K -6,200 -75%
LSA
815
Lansing Street Advisors
Pennsylvania
$222K +$2.16K +20 +1%
GSC
816
Ground Swell Capital
South Carolina
$220K +$220K +2,038 New
GWM
817
Gray Wealth Management
Maine
$219K +$10.8K +100 +5%
RCAG
818
Rehmann Capital Advisory Group
Michigan
$219K +$16.2K +150 +8%
BA
819
Bellwether Advisors
Nebraska
$217K -$3.68K -34 -2%
NEWAS
820
N.E.W. Advisory Services
Wisconsin
$216K -$23.6K -218 -10%
BHPW
821
Beverly Hills Private Wealth
California
$216K +$220K +2,036 New
JHCP
822
Jackson Hole Capital Partners
Oklahoma
$215K – – –
BC
823
Bartlett & Co
Ohio
$214K +$50K +462 +31%
BCWM
824
Bartlett & Co Wealth Management
Ohio
$214K +$50K +462 +31%
WA
825
Waverly Advisors
Alabama
$213K +$213K +1,973 New
31 32
33
34 35