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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
326
Clifford Swan Investment Counsel
California
$331K – – –
LFG
327
LifePlan Financial Group
Ohio
$324K – – –
BWAM
328
Boyd Watterson Asset Management
Ohio
$321K +$322K +6,108 New
SNT
329
Security National Trust
West Virginia
$320K – – –
BBA
330
BLB&B Advisors
Pennsylvania
$319K +$5.05K +96 +2%
SPC
331
Sigma Planning Corp
Michigan
$319K +$319K +6,066 New
PFS
332
Prospera Financial Services
Texas
$317K -$2.74K -52 -0.9%
MRCM
333
M&R Capital Management
New Jersey
$316K – – –
DBT
334
Dubuque Bank & Trust
Iowa
$313K -$266K -5,060 -46%
FAM
335
Formidable Asset Management
Ohio
$306K – – –
AW
336
ACG Wealth
Georgia
$295K +$295K +5,600 New
RP
337
Reinhart Partners
Wisconsin
$295K +$295K +5,600 New
CAM
338
Concorde Asset Management
Michigan
$292K +$292K +5,552 New
NIA
339
Northstar Investment Advisors
Colorado
$288K -$30.2K -574 -9%
SA
340
SRH Advisors
Kansas
$287K – – –
WRM
341
Westport Resources Management
Connecticut
$285K -$193K -3,674 -40%
CCFCSB
342
Cape Cod Five Cents Savings Bank
Massachusetts
$285K – – –
WA
343
WFG Advisors
Texas
$282K -$223K -4,230 -44%
NB
344
NBT Bank
New York
$268K – – –
ST
345
Spinnaker Trust
Maine
$262K -$30.7K -584 -10%
GGPS
346
Gary Goldberg Planning Services
New York
$255K – – –
RT
347
Reliance Trust
Georgia
$252K -$90.2K -1,714 -26%
IAS
348
IMA Advisory Services
Colorado
$251K – – –
WF
349
WealthTrust Fairport
Ohio
$248K -$150K -2,850 -38%
DAS
350
Dynamic Advisor Solutions
Arizona
$247K -$26.3K -500 -10%
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14
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