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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
451
Brookstone Capital Management
Illinois
$264K -$653K -12,660 -71%
EWM
452
Evermay Wealth Management
Virginia
$264K +$20.6K +400 +8%
EAMA
453
EFG Asset Management (Americas)
Florida
$263K – – –
AWS
454
AJ Wealth Strategies
New York
$261K – – –
SNT
455
Security National Trust
West Virginia
$260K – – –
CCG
456
Ceeto Capital Group
Florida
$258K +$258K +5,000 New
GWCM
457
Godshalk Welsh Capital Management
Pennsylvania
$257K – – –
LFAS
458
Level Four Advisory Services
Texas
$251K +$250K +4,858 New
CWM
459
Cornerstone Wealth Management
Missouri
$245K +$244K +4,724 New
VCM
460
Virtue Capital Management
Tennessee
$239K -$447K -8,674 -65%
FHA
461
Flagship Harbor Advisors
Massachusetts
$239K -$154K -2,990 -39%
NCM
462
Novare Capital Management
North Carolina
$239K -$5.67K -110 -2%
VCA
463
Verdence Capital Advisors
Maryland
$237K -$63.8K -1,237 -21%
BFPW
464
BOK Financial Private Wealth
Colorado
$235K -$41.2K -800 -15%
CGA
465
Crescent Grove Advisors
Illinois
$235K +$234K +4,548 New
VWA
466
V Wealth Advisors
Kansas
$233K -$50K -970 -18%
NB
467
NBT Bank
New York
$231K – – –
CAN
468
Cetera Advisor Networks
California
$229K -$60.5K -1,173 -21%
TAM
469
Trust Asset Management
Texas
$229K +$228K +4,426 New
WP
470
WealthShield Partners
North Carolina
$218K – – –
KF
471
Krilogy Financial
Missouri
$212K -$103 -2 -0%
BPA
472
Beacon Pointe Advisors
California
$212K +$214K +4,152 New
IC
473
Iconiq Capital
California
$211K – – –
GWM
474
Geneos Wealth Management
Colorado
$211K +$16.6K +321 +8%
LSCM
475
LaSalle Street Capital Management
Illinois
$209K – – –
17 18
19
20 21