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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
401
Cerity Partners OCIO
New York
$383K -$69.1K -1,312 -15%
DAS
402
Dynamic Advisor Solutions
Arizona
$379K +$38.8K +736 +11%
SFP
403
Shepherd Financial Partners
Massachusetts
$377K +$135K +2,556 +55%
BFPW
404
BOK Financial Private Wealth
Colorado
$368K – – –
LTI
405
Laffer Tengler Investments
Tennessee
$346K +$5.69K +108 +2%
LFAS
406
Level Four Advisory Services
Texas
$331K -$203K -3,846 -38%
WPC
407
Waters Parkerson & Co
Louisiana
$331K – – –
RG
408
Rathbones Group
United Kingdom
$329K +$1.58K +30 +0.5%
CCG
409
Chatham Capital Group
Georgia
$327K -$21.1K -400 -6%
RWM
410
Raffa Wealth Management
District of Columbia
$322K -$2.63K -50 -0.8%
BBA
411
BLB&B Advisors
Pennsylvania
$317K +$2.63K +50 +0.8%
NCM
412
Novare Capital Management
North Carolina
$316K -$13.8K -262 -4%
BFA
413
Bragg Financial Advisors
North Carolina
$314K -$74.8K -1,420 -19%
NHC
414
Nicholas Hoffman & Company
Georgia
$313K – – –
AIP
415
Ameritas Investment Partners
Nebraska
$312K +$37.9K +720 +14%
CB
416
Commerce Bank
Missouri
$308K – – –
TTWM
417
TCV Trust & Wealth Management
Virginia
$305K – – –
FHA
418
Flagship Harbor Advisors
Massachusetts
$302K +$67.8K +1,286 +29%
NA
419
Nottingham Advisors
New York
$301K – – –
SWM
420
Stockman Wealth Management
Montana
$300K -$300K -5,700 -50%
LJHT
421
Laurie J. Hall Trustee
$298K – – –
RT
422
Reliance Trust
Georgia
$296K – – –
SGS
423
Sterling Global Strategies
California
$296K +$38.3K +726 +15%
GFPC
424
Global Financial Private Capital
Florida
$289K +$289K +5,482 New
ST
425
Spinnaker Trust
Maine
$287K -$24.8K -470 -8%
15 16
17
18 19