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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
851
Fortis Capital Management
Washington
$216K -$1.65K -15 -0.8%
UFPG
852
United Financial Planning Group
New York
$214K +$211K +1,918 New
SCM
853
SCS Capital Management
Massachusetts
$213K +$210K +1,912 New
CNBOF
854
City National Bank of Florida
Florida
$213K – – –
RIL
855
Rothschild Investment LLC
Illinois
$213K +$9.89K +90 +5%
BFG
856
Beacon Financial Group
Texas
$213K -$4.4K -40 -2%
FF
857
Finley Financial
Nevada
$212K – – –
SAM
858
Synergy Asset Management
Washington
$209K +$206K +1,875 New
CB
859
CNB Bank
Pennsylvania
$208K – – –
NP
860
Nilsine Partners
Colorado
$207K +$879 +8 +0.4%
CPRC
861
Consolidated Portfolio Review Corp
New York
$207K +$220 +2 +0.1%
WI
862
Wedgewood Investors
Pennsylvania
$206K – – –
GWM
863
Geneos Wealth Management
Colorado
$203K -$6.27K -57 -3%
DA
864
Detalus Advisors
Missouri
$203K -$55.8K -508 -22%
WQ
865
Wealth Quarterback
New Jersey
$202K +$200K +1,816 New
CPIG
866
Chicago Partners Investment Group
Illinois
$202K +$196K +1,787 New
CPA
867
Cardiff Park Advisors
California
$201K +$440 +4 +0.2%
OA
868
Operose Advisors
Wisconsin
$187K +$27.2K +247 +17%
SFFS
869
Stonehage Fleming Financial Services
Jersey
$183K – – –
EWA
870
EverSource Wealth Advisors
Alabama
$179K -$19K -173 -10%
GJIA
871
Glass Jacobson Investment Advisors
Maryland
$178K +$4.73K +43 +3%
C
872
Covestor
United Kingdom
$168K -$660 -6 -0.4%
AA
873
Ancora Advisors
Ohio
$168K -$75.6K -688 -31%
CWM
874
Consultiva Wealth Management
Puerto Rico
$166K – – –
AWM
875
Ameliora Wealth Management
Switzerland
$164K – – –
33 34
35
36 37