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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
801
Tarbox Family Office
California
$318K – – –
BHTS
802
Bar Harbor Trust Services
Maine
$317K +$9.41K +69 +3%
AUB
803
Atlantic Union Bankshares
Virginia
$315K – – –
VCM
804
Verde Capital Management
Michigan
$315K +$77.2K +566 +32%
RMDI
805
R.M. Davis Inc
Maine
$312K +$15K +110 +5%
GP
806
Girard Partners
Pennsylvania
$311K +$682 +5 +0.2%
HCM
807
Hilton Capital Management
New York
$310K – – –
PFGIA
808
Patriot Financial Group Insurance Agency
Massachusetts
$309K +$4.5K +33 +1%
3AM
809
3D Asset Management
Connecticut
$307K +$68.6K +503 +28%
TP
810
Tranquility Partners
Tennessee
$306K -$2.86K -21 -0.9%
BCM
811
Boltwood Capital Management
California
$303K – – –
CIAS
812
CBIZ Investment Advisory Services
Ohio
$302K – – –
MFG
813
Magnus Financial Group
New York
$301K +$545 +4 +0.2%
MFG
814
MidWestOne Financial Group
Iowa
$300K – – –
ACI
815
Alpha Cubed Investments
California
$299K +$303K +2,219 New
BJL
816
Brighton Jones LLC
Washington
$298K +$302K +2,214 New
DCM
817
Dimension Capital Management
Florida
$295K – – –
OAM
818
Occidental Asset Management
California
$292K -$82.1K -602 -22%
NRI
819
NFP Retirement Inc
California
$292K +$295K +2,167 New
JHCP
820
Jackson Hole Capital Partners
Oklahoma
$291K – – –
GFPC
821
Global Financial Private Client
Florida
$290K -$123K -902 -30%
TNBTD
822
Trustmark National Bank Trust Department
Mississippi
$290K – – –
AA
823
Altman Advisors
Illinois
$289K +$292K +2,145 New
EFSCE
824
Enterprise Financial Services Corp (EFSC)
Missouri
$288K – – –
BWM
825
BCS Wealth Management
Tennessee
$287K +$54.5K +400 +23%
31 32
33
34 35