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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
776
JCIC Asset Management
Ontario, Canada
$327K -$9.75K -75 -3%
SL
777
Savior LLC
Massachusetts
$322K +$19.4K +149 +7%
BCWM
778
Bartlett & Co Wealth Management
Ohio
$318K -$9.75K -75 -3%
BC
779
Bartlett & Co
Ohio
$318K -$9.75K -75 -3%
TFO
780
Tarbox Family Office
California
$317K +$52.4K +403 +21%
JWA
781
JFS Wealth Advisors
Pennsylvania
$317K +$130K +1,000 +74%
AUB
782
Atlantic Union Bankshares
Virginia
$315K +$2.34K +18 +0.8%
HCM
783
Hollencrest Capital Management
California
$311K – – –
GP
784
Girard Partners
Pennsylvania
$310K +$1.17K +9 +0.4%
ATC
785
Argent Trust Co
Tennessee
$310K +$299K +2,303 New
HCM
786
Hilton Capital Management
New York
$309K – – –
BHTS
787
Bar Harbor Trust Services
Maine
$308K – – –
TP
788
Tranquility Partners
Tennessee
$308K +$38.2K +294 +15%
PFGIA
789
Patriot Financial Group Insurance Agency
Massachusetts
$305K +$247K +1,900 +522%
BRWM
790
B. Riley Wealth Management
Tennessee
$304K -$742K -5,709 -72%
BCM
791
Boltwood Capital Management
California
$303K – – –
CIAS
792
CBIZ Investment Advisory Services
Ohio
$302K – – –
MFG
793
Magnus Financial Group
New York
$300K +$290K +2,230 New
MFG
794
MidWestOne Financial Group
Iowa
$299K – – –
RMDI
795
R.M. Davis Inc
Maine
$297K – – –
AIM
796
Anchor Investment Management
South Carolina
$296K – – –
MRC
797
Millburn Ridgefield Corp
New York
$296K +$113K +866 +65%
DCM
798
Dimension Capital Management
Florida
$295K +$4.29K +33 +2%
BAM
799
BTS Asset Management
Massachusetts
$295K +$124K +951 +77%
DI
800
DFPG Investments
Utah
$294K +$282K +2,166 New
30 31
32
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