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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
251
Lutz Financial Services
Nebraska
$1.5M -$217K -4,214 -13%
FC
252
Forte Capital
New York
$1.49M -$31.3K -607 -2%
BCM
253
BTC Capital Management
Iowa
$1.48M – – –
MIC
254
Meridian Investment Counsel
California
$1.46M – – –
LHC
255
Little House Capital
Massachusetts
$1.43M +$1.43M +27,709 New
RJT
256
Raymond James Trust
Florida
$1.41M -$1.08K -21 -0.1%
NA
257
NewEdge Advisors
Louisiana
$1.39M -$148K -2,868 -10%
IP
258
Investment Partners
Ohio
$1.32M +$429K +8,330 +48%
CCM
259
Coe Capital Management
Illinois
$1.31M +$26.8K +520 +2%
MLM
260
Mount Lucas Management
Pennsylvania
$1.31M -$48.7K -945 -4%
FAAS
261
First Allied Advisory Services
California
$1.3M -$2.99K -58 -0.2%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$1.3M -$450K -8,733 -26%
BFEC
263
Benjamin F. Edwards & Company
Missouri
$1.28M +$17.5K +340 +1%
GW
264
GW & Wade
Massachusetts
$1.27M -$36.5K -708 -3%
BRWM
265
B. Riley Wealth Management
Tennessee
$1.26M +$1.26M +24,456 New
ASN
266
Advisory Services Network
Georgia
$1.26M -$81.8K -1,587 -6%
HPC
267
HM Payson & Co
Maine
$1.26M -$47.5M -921,870 -97%
PAS
268
Partnervest Advisory Services
California
$1.23M +$867K +16,809 +239%
AP
269
Agilis Partners
Massachusetts
$1.21M +$1.21M +23,488 New
PCG
270
Private Capital Group
Connecticut
$1.19M -$4.85K -94 -0.4%
A
271
AdvicePeriod
California
$1.18M +$56.9K +1,104 +5%
AIM
272
Aspen Investment Management
Michigan
$1.17M -$454K -8,800 -28%
JWS
273
Juncture Wealth Strategies
Arizona
$1.16M -$245K -4,747 -17%
GCA
274
Gradient Capital Advisors
California
$1.16M -$3.35K -65 -0.3%
WSTAM
275
Wilbanks Smith & Thomas Asset Management
Virginia
$1.16M -$82K -1,590 -7%
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