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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
826
Investment Counsel
Michigan
$323K – – –
LGA
827
Lebenthal Global Advisors
New York
$321K -$166K -1,250 -34%
JIC
828
Joel Isaacson & Co
New York
$321K +$54.7K +411 +20%
HA
829
Harfst & Associates
Wyoming
$321K +$329K +2,470 New
RW
830
Rede Wealth
Virginia
$320K +$40.7K +306 +14%
TFGT
831
TS Financial Group (TSFG)
Illinois
$317K -$66.7K -501 -17%
BA
832
Bluesphere Advisors
Pennsylvania
$316K +$31.5K +237 +11%
CA
833
Clearstead Advisors
Ohio
$316K +$61.1K +459 +23%
ATPW
834
Ashton Thomas Private Wealth
Arizona
$315K -$2.15M -16,138 -87%
JSAM
835
J. Safra Asset Management
New York
$315K +$154K +1,156 +91%
PGFC
836
Peapack-Gladstone Financial Corp
New Jersey
$315K +$323K +2,429 New
SL
837
Savior LLC
Massachusetts
$314K – – –
AIP
838
Almanack Investment Partners
Pennsylvania
$313K -$5.17M -38,859 -94%
PPG
839
Peak Planning Group
Colorado
$309K -$131K -982 -29%
KM
840
Kalos Management
Georgia
$308K -$336K -2,528 -52%
TFO
841
Tarbox Family Office
California
$307K – – –
BHTS
842
Bar Harbor Trust Services
Maine
$306K -$133 -1 -0%
IF
843
Intrua Financial
Texas
$304K +$309K +2,321 New
WCG
844
Wall Capital Group
Arizona
$304K +$311K +2,340 New
BWM
845
BCS Wealth Management
Tennessee
$302K – – –
GIA
846
Granite Investment Advisors
New Hampshire
$302K – – –
BWM
847
Baystate Wealth Management
Massachusetts
$302K +$106K +794 +52%
AUB
848
Atlantic Union Bankshares
Virginia
$301K – – –
TP
849
Tranquility Partners
Tennessee
$301K +$3.46K +26 +1%
RIA
850
Realta Investment Advisors
Delaware
$301K +$33.8K +254 +12%
32 33
34
35 36