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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
301
Avior Wealth Management
Nebraska
$1M +$1M +19,058 New
SA
302
SL Advisors
New Jersey
$1M – – –
BTIS
303
BB&T Investment Services
North Carolina
$997K +$276K +5,236 +38%
HIS
304
Horizon Investment Services
Indiana
$993K -$17.4K -330 -2%
FFBTD
305
First Financial Bank - Trust Division
Ohio
$991K +$151K +2,862 +18%
VF
306
Virtu Financial
New York
$980K +$980K +18,604 New
WP
307
WealthSource Partners
California
$973K +$258K +4,900 +36%
BHB
308
Bank Hapoalim BM
Israel
$971K – – –
APP
309
Avantax Planning Partners
Iowa
$919K +$3.58K +68 +0.4%
RJT
310
Raymond James Trust
Florida
$912K +$96.2K +1,826 +12%
SFM
311
Signet Financial Management
New Jersey
$899K -$24.7K -468 -3%
CC
312
Cognios Capital
Kansas
$886K -$62.5K -1,186 -7%
GT
313
Glenview Trust
Kentucky
$880K -$12.5K -238 -1%
SI
314
Shaker Investments
Ohio
$875K -$25.3K -480 -3%
EWM
315
Empirical Wealth Management
Washington
$872K -$217K -4,122 -20%
BWA
316
BlueSky Wealth Advisors
North Carolina
$848K +$1.48K +28 +0.2%
BAM
317
Brave Asset Management
New Jersey
$843K – – –
NFP
318
Narus Financial Partners
Utah
$838K – – –
UR
319
USCA RIA
Texas
$838K – – –
SS
320
Simplicity Solutions
Minnesota
$827K -$26.9K -510 -3%
RFS
321
Rockefeller Financial Services
New York
$823K – – –
MLM
322
Mount Lucas Management
Pennsylvania
$817K +$692K +13,138 +555%
BCM
323
Brookstone Capital Management
Illinois
$810K -$227K -4,302 -22%
ZIM
324
Zacks Investment Management
Illinois
$775K -$4.85K -92 -0.6%
FG
325
Fiduciary Group
Georgia
$763K +$261K +4,958 +52%
11 12
13
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