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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
551
Wealthspire Advisors (Maryland)
Maryland
$74K – – –
BCM
552
Blume Capital Management
California
$71K – – –
OC
553
Oakworth Capital
Alabama
$69K – – –
MLM
554
Mount Lucas Management
Pennsylvania
$65K +$63.2K +550 New
CHP
555
Cable Hill Partners
Oregon
$60K – – –
RFS
556
Rockefeller Financial Services
New York
$60K – – –
RC
557
Rinet Company
Massachusetts
$59K – – –
VCM
558
Vigilant Capital Management
Maine
$59K – – –
GBT
559
Grove Bank & Trust
Florida
$55K – – –
TFO
560
Tarbox Family Office
California
$48K +$14.9K +130 +47%
GAM
561
Gemmer Asset Management
California
$47K +$8.27K +72 +22%
PCIG
562
Partners Capital Investment Group
Massachusetts
$46K +$345 +3 +0.8%
WEC
563
Winslow Evans & Crocker
Massachusetts
$44.1K +$22.2K +193 +108%
TFA
564
Transamerica Financial Advisors
Florida
$43K +$345 +3 +0.8%
LNB
565
Ledyard National Bank
$42K -$5.75K -50 -12%
JAM
566
JCIC Asset Management
Ontario, Canada
$39K – – –
RFA
567
Reilly Financial Advisors
California
$38K – – –
TAM
568
Trust Asset Management
Texas
$37K – – –
BWA
569
Burt Wealth Advisors
Maryland
$36K – – –
WTB
570
Washington Trust Bank
Washington
$36K – – –
MFW
571
Mosaic Family Wealth
Missouri
$30K +$575 +5 +2%
BL
572
Balentine LLC
Georgia
$29K – – –
TCOV
573
Trust Company of Vermont
Vermont
$24K – – –
JFA
574
JNBA Financial Advisors
Minnesota
$21K +$19.4K +169 +3,380%
EWM
575
Endurance Wealth Management
Rhode Island
$19K – – –
21 22
23
24 25