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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
426
Atwood & Palmer
Missouri
$584K -$697K -13,000 -54%
GAM
427
Gemmer Asset Management
California
$582K -$3.11K -58 -0.5%
GGI
428
Godsey & Gibb Inc
Virginia
$581K -$117K -2,183 -17%
LTI
429
Laffer Tengler Investments
Tennessee
$579K +$128K +2,387 +28%
AIM
430
Acropolis Investment Management
Missouri
$572K -$5.63K -105 -1%
VCM
431
Vivaldi Capital Management
Illinois
$571K +$51.1K +953 +10%
IFWM
432
Institute for Wealth Management
Colorado
$570K +$161 +3 +0%
VWA
433
V Wealth Advisors
Kansas
$546K – – –
FPS
434
Fieldpoint Private Securities
Connecticut
$536K – – –
MRCM
435
M&R Capital Management
New Jersey
$536K – – –
WSFS
436
Wilmington Savings Fund Society
Delaware
$534K +$185K +3,446 +53%
BI
437
Bramshill Investments
Florida
$531K -$40.2K -750 -7%
CCM
438
Canal Capital Management
Virginia
$527K +$8.85K +165 +2%
BHWM
439
Bay Harbor Wealth Management
Maryland
$526K -$9.65K -180 -2%
RWM
440
Ritholtz Wealth Management
New York
$524K +$524K +9,772 New
CAGAS
441
Capital Advisory Group Advisory Services
Minnesota
$519K +$4.34K +81 +0.8%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$516K +$516K +9,613 New
SCM
443
Schnieders Capital Management
California
$512K +$512K +9,542 New
PI
444
Parkside Investments
Illinois
$500K -$124K -2,310 -20%
TL
445
TrueWealth LLC
Georgia
$499K -$1.34K -25 -0.3%
FAIM
446
Financial Advocates Investment Management
Washington
$499K +$250K +4,657 +100%
BRG
447
Bay Rivers Group
Virginia
$495K +$495K +9,234 New
ASW
448
Astoria Strategic Wealth
Texas
$488K +$488K +9,093 New
CAM
449
Concorde Asset Management
Michigan
$487K -$21.9K -409 -4%
BFM
450
Boston Financial Management
Massachusetts
$485K – – –
16 17
18
19 20