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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
451
Fermata Advisors
California
$1.68M +$1.04M +18,951 +161%
SWP
452
Strategic Wealth Partners
Ohio
$1.67M +$981K +17,916 +141%
PGAM
453
Princeton Global Asset Management
New Jersey
$1.66M +$43.3K +791 +3%
PIMG
454
Patriot Investment Management Group
Tennessee
$1.66M -$36.7K -670 -2%
WIC
455
Woodmont Investment Counsel
Tennessee
$1.65M -$23.4K -427 -1%
ADBIC
456
A.D. Beadell Investment Counsel
Wisconsin
$1.64M – – –
SWA
457
Stratos Wealth Advisors
Ohio
$1.63M -$1.41M -25,681 -46%
SWM
458
SeaCrest Wealth Management
New York
$1.63M +$440K +8,037 +37%
TPCW
459
TD Private Client Wealth
New York
$1.62M +$584K +10,662 +56%
PSUF
460
People's United Financial
Connecticut
$1.57M -$240K -4,380 -13%
AR
461
Advisory Research
Illinois
$1.57M -$1.82M -33,225 -54%
1IA
462
1834 Investment Advisors
Wisconsin
$1.57M -$28.3K -517 -2%
PEA
463
Pacific Edge Advisors
California
$1.56M -$162K -2,950 -9%
RG
464
Retirement Group
California
$1.55M -$150K -2,736 -9%
NI
465
NYL Investors
New York
$1.53M – – –
PA
466
Parallel Advisors
California
$1.53M +$68.8K +1,256 +5%
I
467
INVST
Indiana
$1.53M -$1.24M -22,614 -45%
SB
468
Simmons Bank
Arkansas
$1.53M -$232K -4,227 -13%
FAIM
469
Financial Advocates Investment Management
Washington
$1.53M +$1.03M +18,775 +205%
CWM
470
Calamos Wealth Management
Illinois
$1.52M – – –
HI
471
Harbour Investments
Wisconsin
$1.49M -$73.6K -1,344 -5%
CIC
472
Carnegie Investment Counsel
Ohio
$1.49M +$108K +1,980 +8%
AIC
473
Ameritas Investment Company
Nebraska
$1.48M +$389K +7,106 +36%
BP
474
Ballentine Partners
Massachusetts
$1.48M -$2.52K -46 -0.2%
FHA
475
First Horizon Advisors
Tennessee
$1.47M -$76.2K -1,392 -5%
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19
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