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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
926
BOK Financial
Oklahoma
$202K -$69.2K -622 -25%
SWP
927
Sagespring Wealth Partners
Tennessee
$202K +$204K +1,833 New
VT
928
Vise Technologies
New York
$201K +$203K +1,828 New
CPC
929
Cadia Private Client
New Jersey
$201K +$203K +1,824 New
GWM
930
Geneos Wealth Management
Colorado
$200K – – –
CPA
931
Cardiff Park Advisors
California
$199K -$334 -3 -0.2%
AWM
932
Activest Wealth Management
Florida
$196K +$92.9K +836 +89%
CPG
933
Cornerstone Planning Group
New Jersey
$195K -$66.6K -599 -25%
C
934
Covestor
United Kingdom
$189K +$23.3K +210 +14%
SFFS
935
Stonehage Fleming Financial Services
Jersey
$181K – – –
WSFS
936
Wilmington Savings Fund Society
Delaware
$175K -$63.1K -568 -26%
AA
937
Ancora Advisors
Ohio
$170K +$4.78K +43 +3%
GEA
938
Glen Eagle Advisors
New Jersey
$169K +$73.7K +663 +76%
WA
939
Westfuller Advisors
New York
$169K +$152K +1,367 +799%
CWMS
940
CFG Wealth Management Services
Indiana
$169K +$171K +1,535 New
T
941
Transce3nd
Texas
$166K +$167K +1,499 New
IW
942
Imprint Wealth
South Carolina
$164K +$73.6K +662 +80%
CWM
943
Consultiva Wealth Management
Puerto Rico
$164K – – –
AWM
944
Ameliora Wealth Management
Switzerland
$163K – – –
TPCM
945
Templeton & Phillips Capital Management
Tennessee
$156K – – –
SAG
946
SageView Advisory Group
California
$149K +$150K +1,353 New
CHC
947
City Holding Co
West Virginia
$148K -$10K -90 -6%
TAM
948
Tucker Asset Management
Colorado
$147K +$123K +1,110 +505%
PIA
949
Powell Investment Advisors
Florida
$145K +$26.9K +242 +23%
WT
950
Whittier Trust
California
$142K +$17.8K +160 +14%
36 37
38
39 40