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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
901
Asset Dedication LLC
California
$156K +$156K +1,419 +15,767%
TPCM
902
Templeton & Phillips Capital Management
Tennessee
$154K – – –
AA
903
Ancora Advisors
Ohio
$154K -$14.9K -135 -9%
CPG
904
Cornerstone Planning Group
New Jersey
$153K -$39.7K -360 -20%
BWL
905
Bogart Wealth LLC
Virginia
$151K +$25.4K +230 +20%
EWA
906
EverSource Wealth Advisors
Alabama
$148K -$153K -1,386 -50%
WT
907
Whittier Trust
California
$140K – – –
JHCP
908
Jackson Hole Capital Partners
Oklahoma
$139K – – –
EB
909
Eastern Bank
Massachusetts
$139K -$361K -3,271 -72%
CHC
910
City Holding Co
West Virginia
$138K -$8.82K -80 -6%
RF
911
Rossby Financial
Florida
$138K +$110K +997 +371%
CTC
912
Central Trust Company
Missouri
$138K +$109K +985 +356%
PIA
913
Powell Investment Advisors
Florida
$135K -$9.04K -82 -6%
AA
914
AlphaCentric Advisors
Puerto Rico
$130K +$16K +145 +14%
WB
915
Webster Bank
Connecticut
$129K – – –
CF
916
Centaurus Financial
California
$127K +$12.8K +116 +11%
NSIM
917
North Star Investment Management
Illinois
$127K +$51.7K +469 +67%
FC
918
Financial Consulate
Maryland
$123K – – –
VR
919
Vision Retirement
New Jersey
$122K -$11.8K -107 -9%
FFL
920
Financial Freedom LLC
Ohio
$117K +$10.8K +98 +10%
RFP
921
Root Financial Partners
California
$117K -$8.82K -80 -7%
MMCM
922
Murphy & Mullick Capital Management
New York
$116K – – –
GSEP
923
Golden State Equity Partners
California
$116K +$117K +1,062 New
OW
924
Olistico Wealth
Oklahoma
$114K – – –
TSMHT
925
Thurston Springer Miller Herd & Titak
Indiana
$111K -$19K -172 -14%
35 36
37
38 39