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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
676
Sadoff Investment Management
Wisconsin
$356K – – –
CIC
677
Carnegie Investment Counsel
Ohio
$353K +$46.5K +412 +15%
CNBTD
678
Citizens National Bank Trust Department
Mississippi
$351K -$63.8K -565 -15%
CMI
679
Clare Market Investments
Texas
$351K -$57.2K -507 -14%
SW
680
SlateStone Wealth
Florida
$348K +$357K +3,165 New
DBIA
681
Dumont & Blake Investment Advisors
New Jersey
$345K – – –
PIA
682
Pinion Investment Advisors
Kansas
$344K +$37K +328 +12%
AP
683
Americana Partners
Texas
$341K -$290K -2,570 -45%
RWIA
684
Roger Wittlin Investment Advisory
California
$341K +$351K +3,105 New
LW
685
Linscomb Wealth
Texas
$340K -$342K -3,027 -49%
COCM
686
Charter Oak Capital Management
New Hampshire
$337K -$23.9K -212 -6%
FA
687
Fiducient Advisors
Illinois
$336K +$345K +3,054 New
CAG
688
Crestwood Advisors Group
Massachusetts
$335K -$293K -2,599 -46%
HIC
689
Holderness Investments Company
North Carolina
$335K +$790 +7 +0.2%
MWP
690
Moller Wealth Partners
$334K -$13.1K -116 -4%
SPW
691
Surience Private Wealth
Washington
$333K -$70.6K -625 -17%
CAM
692
Cresset Asset Management
Illinois
$331K +$340K +3,011 New
PR
693
Payden & Rygel
California
$330K -$56.2M -497,500 -99%
FRA
694
Front Row Advisors
California
$327K -$1.92K -17 -0.6%
SMC
695
Smith, Moore & Co
Missouri
$327K +$24.5K +217 +8%
ACA
696
Ackerman Capital Advisors
Texas
$326K – – –
TRIA
697
Trail Ridge Investment Advisors
Colorado
$325K -$192K -1,702 -37%
LPT
698
Legacy Private Trust
Wisconsin
$325K – – –
CIA
699
Choate Investment Advisors
Massachusetts
$324K -$27.2K -241 -8%
WFA
700
Wipfli Financial Advisors
Wisconsin
$323K +$4.86K +43 +1%
26 27
28
29 30