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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
976
Oxford Financial Group
Indiana
$40K – – –
HWM
977
HighMark Wealth Management
Minnesota
$40K +$41.2K +330 New
TWM
978
Tradition Wealth Management
Minnesota
$39K -$10.9K -87 -21%
GIA
979
Goodwin Investment Advisory
Georgia
$38K -$30.6K -245 -44%
AWM
980
Activest Wealth Management
Florida
$38K +$39K +313 New
MFG
981
Monumental Financial Group
Maryland
$38K +$39.3K +315 New
ACM
982
Antonetti Capital Management
Florida
$36K – – –
PCFFS
983
Pacific Center for Financial Services
California
$36K – – –
WIA
984
Wealthstreet Investment Advisors
Texas
$36K – – –
MA
985
Montag & Associates
Georgia
$35K – – –
SIAP
986
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K – – –
HA
987
Herold Advisors
New York
$34.5K +$35.6K +285 New
EWM
988
Endurance Wealth Management
Rhode Island
$34K – – –
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$34K +$125 +1 +0.4%
MWM
990
Mascoma Wealth Management
New Hampshire
$33K -$124K -991 -78%
KPCM
991
Kings Point Capital Management
New York
$33K -$51.3K -411 -60%
HMS
992
Hanseatic Management Services
New Mexico
$32K – – –
MPWT
993
MassMutual Private Wealth & Trust
Connecticut
$31K -$36K -289 -53%
KTC
994
Kistler-Tiffany Companies
Pennsylvania
$27K +$27.6K +221 New
AW
995
Alaethes Wealth
Nevada
$26K – – –
OC
996
Oakworth Capital
Alabama
$26K – – –
CIR
997
Clear Investment Research
Georgia
$25K – – –
PAI
998
Pittenger & Anderson Inc
Nebraska
$25K – – –
FFWM
999
Future Financial Wealth Management
Ohio
$24K – – –
GAM
1000
Gemmer Asset Management
California
$24K – – –
38 39
40
41 42