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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
376
Evercore Wealth Management
New York
$523K – – –
ZIC
377
ZWJ Investment Counsel
Georgia
$523K – – –
TL
378
TrueWealth LLC
Georgia
$523K +$525K +10,014 New
MRCM
379
M&R Capital Management
New Jersey
$522K – – –
SPC
380
Sigma Planning Corp
Michigan
$517K -$145K -2,758 -22%
APP
381
Avantax Planning Partners
Iowa
$511K -$402K -7,664 -44%
MWM
382
Mascoma Wealth Management
New Hampshire
$507K -$56.9K -1,084 -10%
FA
383
Forefront Analytics
Pennsylvania
$501K +$503K +9,580 New
PP
384
Pegasus Partners
Wisconsin
$497K +$21K +400 +4%
OFG
385
OmniStar Financial Group
North Carolina
$496K +$498K +9,490 New
NAM
386
North American Management
Massachusetts
$488K -$4.62K -88 -0.9%
AWA
387
ARS Wealth Advisors
Florida
$488K -$1.57K -30 -0.3%
CAM
388
Covenant Asset Management
New Jersey
$484K – – –
AF
389
Aldebaran Financial
$474K – – –
TIM
390
Tortoise Investment Management
New York
$473K -$5.14K -98 -1%
NEPPG
391
New England Professional Planning Group
Rhode Island
$473K +$475K +9,064 New
WPA
392
West Paces Advisors
Georgia
$472K – – –
VWA
393
V Wealth Advisors
Kansas
$466K +$17.3K +330 +4%
AWM
394
AllSquare Wealth Management
New York
$464K – – –
CIC
395
Carnegie Investment Counsel
Ohio
$454K +$52.5K +1,000 +13%
BAS
396
Brown Advisory Securities
Maryland
$448K -$7.24K -138 -2%
SCG
397
Sonata Capital Group
Washington
$442K -$8.39K -160 -2%
AFC
398
AFT Forsyth & Company
Florida
$435K +$436K +8,320 New
KCP
399
KDI Capital Partners
North Carolina
$434K +$435K +8,296 New
TJHA
400
Thomas J. Herzfeld Advisors
Florida
$432K +$434K +8,274 New
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