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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
926
Vise Technologies
New York
$201K +$203K +1,828 New
CPC
927
Cadia Private Client
New Jersey
$201K +$203K +1,824 New
GWM
928
Geneos Wealth Management
Colorado
$200K – – –
CPA
929
Cardiff Park Advisors
California
$199K -$334 -3 -0.2%
AWM
930
Activest Wealth Management
Florida
$196K +$92.9K +836 +89%
CPG
931
Cornerstone Planning Group
New Jersey
$195K -$66.6K -599 -25%
C
932
Covestor
United Kingdom
$189K +$23.3K +210 +14%
SFFS
933
Stonehage Fleming Financial Services
Jersey
$181K – – –
WSFS
934
Wilmington Savings Fund Society
Delaware
$175K -$63.1K -568 -26%
AA
935
Ancora Advisors
Ohio
$170K +$4.78K +43 +3%
GEA
936
Glen Eagle Advisors
New Jersey
$169K +$73.7K +663 +76%
WA
937
Westfuller Advisors
New York
$169K +$152K +1,367 +799%
CWMS
938
CFG Wealth Management Services
Indiana
$169K +$171K +1,535 New
T
939
Transce3nd
Texas
$166K +$167K +1,499 New
IW
940
Imprint Wealth
South Carolina
$164K +$73.6K +662 +80%
CWM
941
Consultiva Wealth Management
Puerto Rico
$164K – – –
AWM
942
Ameliora Wealth Management
Switzerland
$163K – – –
TPCM
943
Templeton & Phillips Capital Management
Tennessee
$156K – – –
SAG
944
SageView Advisory Group
California
$149K +$150K +1,353 New
CHC
945
City Holding Co
West Virginia
$148K -$10K -90 -6%
TAM
946
Tucker Asset Management
Colorado
$147K +$123K +1,110 +505%
PIA
947
Powell Investment Advisors
Florida
$145K +$26.9K +242 +23%
WT
948
Whittier Trust
California
$142K +$17.8K +160 +14%
JHCP
949
Jackson Hole Capital Partners
Oklahoma
$141K – – –
VR
950
Vision Retirement
New Jersey
$135K +$137K +1,228 New
36 37
38
39 40