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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
451
Baldwin Wealth Partners
Massachusetts
$87K – – –
JCM
452
Jacobi Capital Management
Pennsylvania
$87K – – –
GIA
453
Goodwin Investment Advisory
Georgia
$82K +$81.4K +1,330 New
JAM
454
JCIC Asset Management
Ontario, Canada
$81K – – –
APA
455
American Portfolios Advisors
New York
$78.1K – – –
CFO
456
CVA Family Office
Colorado
$74K – – –
PGAM
457
Princeton Global Asset Management
New Jersey
$72K +$71.5K +1,168 New
HDIM
458
Hanson & Doremus Investment Management
Vermont
$67K – – –
HIIFS
459
Harel Insurance Investments & Financial Services
Israel
$65K -$127K -2,074 -66%
RIM
460
Rockbridge Investment Management
New York
$64K – – –
SL
461
Savior LLC
Massachusetts
$63K – – –
CFN
462
Cordasco Financial Network
Florida
$62K – – –
ADL
463
Asset Dedication LLC
California
$61K -$1.16K -19 -2%
BWA
464
Burt Wealth Advisors
Maryland
$60K – – –
AIM
465
Anchor Investment Management
South Carolina
$52.5K – – –
PVH
466
Psagot Value Holdings
Israel
$52K – – –
AF
467
Advisornet Financial
Minnesota
$52K +$40.1K +656 +357%
TAM
468
Tucker Asset Management
Colorado
$48.3K +$47.8K +782 New
KCM
469
Kathmere Capital Management
Pennsylvania
$48K -$40.5K -662 -46%
CFA
470
Carroll Financial Associates
North Carolina
$47K – – –
CFB
471
Cullen/Frost Bankers
Texas
$47K – – –
COCM
472
Charter Oak Capital Management
New Hampshire
$45K +$44.5K +728 New
LFASL
473
Lugano Financial Advisors SA (LFA)
Switzerland
$44K -$45.3K -740 -51%
AWM
474
AllSquare Wealth Management
New York
$44K – – –
AWM
475
Atticus Wealth Management
Florida
$40K – – –
17 18
19
20 21