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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMPD
276
Integrated Wealth Management (Palm Desert)
California
$661K +$660K +12,538 New
NGA
277
Naples Global Advisors
Florida
$659K -$37.9K -720 -5%
VKH
278
Virtu KCG Holdings
New York
$656K +$654K +12,426 New
AB
279
AT Bancorp
Iowa
$642K – – –
SFM
280
Signet Financial Management
New Jersey
$634K +$154K +2,926 +32%
RMAM
281
Raab & Moskowitz Asset Management
New Jersey
$613K +$18.9K +358 +3%
ZIM
282
Zacks Investment Management
Illinois
$613K +$137K +2,600 +29%
AWM
283
Avior Wealth Management
Nebraska
$595K +$19.5K +370 +3%
GAM
284
Gemmer Asset Management
California
$593K +$65K +1,234 +12%
KC
285
Kingfisher Capital
North Carolina
$587K -$694K -13,182 -54%
EAM
286
Evanson Asset Management
California
$585K +$632 +12 +0.1%
CB
287
Chemical Bank
Michigan
$583K +$54.3K +1,032 +10%
ST
288
Sentinel Trust
Texas
$580K -$20.2K -384 -3%
GWA
289
Genesis Wealth Advisors
Massachusetts
$572K – – –
GLA
290
Great Lakes Advisors
Illinois
$569K -$31.3K -594 -5%
ICAS
291
Investors Capital Advisory Services
Massachusetts
$562K -$8.74K -166 -2%
SCG
292
Sonata Capital Group
Washington
$560K – – –
WA
293
WestEnd Advisors
North Carolina
$530K +$26.1K +496 +5%
CHAM
294
Clear Harbor Asset Management
Connecticut
$530K +$35.3K +670 +7%
ACM
295
Avalon Capital Management
California
$528K – – –
AF
296
Arrow Financial
New York
$513K +$153K +2,914 +43%
BWM
297
Baystate Wealth Management
Massachusetts
$508K -$112K -2,120 -18%
SCA
298
Strategic Capital Alternatives
United States
$504K +$503K +9,556 New
OA
299
Oxbow Advisors
Texas
$497K – – –
FPFS
300
First Personal Financial Services
North Carolina
$496K -$530K -10,074 -52%
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12
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