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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
451
LeJeune Puetz Investment Counsel
Michigan
$439K -$276K -2,399 -39%
FRA
452
Front Row Advisors
California
$439K -$41.8K -363 -9%
TC
453
Telemus Capital
Michigan
$438K -$111K -965 -20%
BHB
454
Bank Hapoalim BM
Israel
$438K – – –
BPC
455
Banque Pictet & Cie
Switzerland
$438K – – –
ICM
456
IMS Capital Management
Oregon
$435K – – –
BCM
457
Bluefin Capital Management
New York
$435K +$437K +3,793 New
AMIM
458
Aull & Monroe Investment Management
Alabama
$434K -$57.6K -500 -12%
CCM
459
Crabel Capital Management
California
$425K -$26.6K -231 -6%
OCM
460
Oakwood Capital Management
California
$424K -$29.5K -256 -6%
TA
461
Townsend & Associates
Colorado
$422K -$162K -1,409 -28%
TFO
462
Tarbox Family Office
California
$422K – – –
BAAM
463
Baker Avenue Asset Management
California
$420K – – –
CSIC
464
Clifford Swan Investment Counsel
California
$418K -$16.4K -142 -4%
CFB
465
Cullen/Frost Bankers
Texas
$408K +$38.9K +338 +10%
MC
466
Moors & Cabot
Massachusetts
$407K -$34.5K -300 -8%
TF
467
Tompkins Financial
New York
$404K +$20K +174 +5%
BSW
468
Buckingham Strategic Wealth
Missouri
$402K +$404K +3,510 New
DBIA
469
Dumont & Blake Investment Advisors
New Jersey
$399K – – –
AIM
470
Anchor Investment Management
South Carolina
$399K – – –
CBU
471
CIBC Bank USA
Illinois
$396K – – –
BAM
472
Berkshire Asset Management
Pennsylvania
$394K -$95.1K -826 -19%
SFWA
473
Summit Financial Wealth Advisors
Louisiana
$394K – – –
MAM
474
Marquette Asset Management
Minnesota
$392K – – –
BAM
475
Belpointe Asset Management
Nevada
$390K -$145K -1,256 -27%
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19
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