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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
351
Integrated Investment Consultants
Michigan
$340K +$753 +13 +0.2%
EWA
352
EP Wealth Advisors
California
$338K – – –
HS
353
Horan Securities
United States
$336K +$1.85K +32 +0.6%
NFG
354
Nations Financial Group
Iowa
$336K +$14.3K +247 +4%
WF
355
Welch & Forbes
Massachusetts
$332K – – –
CWM
356
Chesapeake Wealth Management
Virginia
$331K +$4.05K +70 +1%
AIM
357
AMI Investment Management
Indiana
$330K +$73.8K +1,275 +29%
LFAS
358
Level Four Advisory Services
Texas
$328K +$73.4K +1,268 +29%
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$326K +$24.3K +420 +8%
JLBC
360
J.L. Bainbridge & Co
Florida
$320K -$21.4K -370 -6%
CB
361
Commerce Bank
Missouri
$316K +$9.32K +161 +3%
CWM
362
Cornerstone Wealth Management
Missouri
$314K -$868 -15 -0.3%
TC
363
Telemus Capital
Michigan
$305K -$5.73K -99 -2%
PP
364
Paloma Partners
Connecticut
$304K +$303K +5,235 New
CAG
365
Crestwood Advisors Group
Massachusetts
$302K +$101K +1,750 +51%
APC
366
Aspire Private Capital
North Carolina
$301K -$28.9K -500 -9%
BCM
367
Boltwood Capital Management
California
$298K – – –
HFS
368
Haverford Financial Services
Pennsylvania
$297K +$6.6K +114 +2%
LWM
369
Lenox Wealth Management
Ohio
$294K +$31.1K +538 +12%
LNC
370
Lincoln National Corp
Pennsylvania
$292K +$85.3K +1,474 +41%
BFG
371
Beacon Financial Group
Texas
$289K -$33K -570 -10%
AWM
372
Atticus Wealth Management
Florida
$288K +$287K +4,965 New
EAM
373
Evanson Asset Management
California
$281K – – –
SS
374
Sunbelt Securities
Texas
$278K +$75.1K +1,297 +37%
SSWM
375
Sheets Smith Wealth Management
North Carolina
$276K +$275K +4,753 New
13 14
15
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