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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$30K -$822K -15,616 -97%
FWM
402
Focused Wealth Management
New York
$26K – – –
CFN
403
Cordasco Financial Network
Florida
$23K – – –
WEC
404
Winslow Evans & Crocker
Massachusetts
$22.4K – – –
BBPWM
405
Blue Bell Private Wealth Management
Pennsylvania
$21K – – –
CAL
406
Capital Advisors Ltd
Ohio
$20K – – –
CI
407
Clal Insurance
Israel
$20K – – –
EFS
408
Edelman Financial Services
Virginia
$16K -$9.27K -176 -36%
WA
409
WealthTrust-Arizona
Arizona
$15K +$14.6K +278 New
BRWM
410
B. Riley Wealth Management
Tennessee
$13K – – –
WA
411
WFG Advisors
Texas
$12K -$270K -5,134 -96%
HF
412
Hoxton Financial
West Virginia
$11K – – –
RWA
413
Ropes Wealth Advisors
Massachusetts
$9K +$8.85K +168 New
SGC
414
South Georgia Capital
Illinois
$7K – – –
CYG
415
Clean Yield Group
Vermont
$4K +$3.69K +70 New
CHC
416
City Holding Co
West Virginia
$3K – – –
WP
417
WealthPLAN Partners
Nebraska
$3K +$3.27K +62 New
DW
418
Domani Wealth
Pennsylvania
$2.76K +$30.6K +582 New
JFA
419
JNBA Financial Advisors
Minnesota
$2K – – –
MA
420
MCF Advisors
Kentucky
$2K – – –
ECML
421
Eagle Capital Management (Louisiana)
Louisiana
– -$21.7M -411,776 Closed
WPC
422
White Pine Capital
Minnesota
– -$13.4M -254,284 Closed
DC
423
Deere & Company
Illinois
– -$9.57M -182,000 Closed
SFG
424
Sage Financial Group
Pennsylvania
– -$5.77M -109,720 Closed
AT
425
Arden Trust
Delaware
– -$5.57M -105,862 Closed
15 16
17
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