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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
726
Parkside Financial Bank & Trust
Missouri
$726K – – –
BAM
727
BTS Asset Management
Massachusetts
$722K – – –
MAM
728
MMA Asset Management
Pennsylvania
$722K +$712K +5,226 New
AA
729
Ancora Advisors
Ohio
$720K +$63.5K +466 +10%
TF
730
TimeScale Financial
Massachusetts
$712K +$42.1K +309 +6%
1IA
731
1834 Investment Advisors
Wisconsin
$710K +$272 +2 +0%
COCM
732
Charter Oak Capital Management
New Hampshire
$706K +$696K +5,112 New
CCM
733
Canal Capital Management
Virginia
$699K -$370K -2,719 -35%
EP
734
Eudaimonia Partners
Tennessee
$699K -$59.1K -434 -8%
SIGI
735
Susquehanna International Group (Ireland)
Ireland
$691K +$681K +5,000 New
RVM
736
Robinson Value Management
Texas
$691K +$681K +5,003 New
FT
737
Fiduciary Trust
Massachusetts
$687K – – –
SAMC
738
Spectrum Asset Management (Connecticut)
Connecticut
$680K +$671K +4,925 New
KF
739
Krilogy Financial
Missouri
$678K +$20K +147 +3%
KM
740
Kalos Management
Georgia
$669K -$23.7K -174 -3%
SIC
741
Samalin Investment Counsel
New York
$665K +$377K +2,770 +135%
FFBTD
742
First Financial Bank - Trust Division
Ohio
$663K +$20.3K +149 +3%
FHC
743
First Horizon Corporation
Tennessee
$661K -$31.7K -233 -5%
LCH
744
Lee Capital Holdings
New York
$659K +$425K +3,118 +189%
UIA
745
UBP Investment Advisors
Switzerland
$649K – – –
WCFA
746
Walkner Condon Financial Advisors
Wisconsin
$646K +$637K +4,680 New
V
747
VeraBank
Texas
$639K – – –
PS
748
Planned Solutions
California
$639K +$626K +4,598 +17,685%
WSTAM
749
Wilbanks Smith & Thomas Asset Management
Virginia
$637K – – –
BMCM
750
Burns Matteson Capital Management
New York
$636K +$627K +4,604 New
28 29
30
31 32