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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
476
NBT Bank
New York
$237K – – –
NCM
477
Novare Capital Management
North Carolina
$234K -$10.4K -200 -4%
PPSG
478
Princeton Portfolio Strategies Group
New Jersey
$230K +$227K +4,350 New
IA
479
IFP Advisors
Florida
$227K -$1.7M -32,584 -88%
WP
480
WealthShield Partners
North Carolina
$223K – – –
BPA
481
Beacon Pointe Advisors
California
$217K -$3.13K -60 -1%
IC
482
Iconiq Capital
California
$216K – – –
SIC
483
Sigma Investment Counselors
Michigan
$214K -$116K -2,215 -35%
ST
484
Sentinel Trust
Texas
$213K -$168K -3,210 -44%
CMBA
485
C.M. Bidwell & Associates
Hawaii
$211K – – –
SF
486
Synovus Financial
Georgia
$210K +$157 +3 +0.1%
GFPC
487
Global Financial Private Capital
Florida
$209K +$207K +3,965 New
CFC
488
Coyle Financial Counsel
Illinois
$208K +$206K +3,939 New
EAMA
489
EFG Asset Management (Americas)
Florida
$204K -$64.2K -1,230 -24%
AW
490
ACG Wealth
Georgia
$204K -$7.05K -135 -3%
V
491
Veritable
Delaware
$201K -$72.8K -1,394 -27%
TFGT
492
TS Financial Group (TSFG)
Illinois
$191K +$189K +3,614 New
FCA
493
FinTrust Capital Advisors
South Carolina
$182K -$21.5K -411 -11%
RWM
494
Raffa Wealth Management
District of Columbia
$181K +$43.8K +839 +32%
GWM
495
Geneos Wealth Management
Colorado
$181K -$35.2K -674 -16%
SWM
496
SeaCrest Wealth Management
New York
$169K – – –
GRP
497
Global Retirement Partners
California
$168K -$39.6K -759 -19%
WCM
498
WealthBridge Capital Management
Ohio
$164K – – –
SFSG
499
Stearns Financial Services Group
North Carolina
$157K -$157K -3,016 -50%
MWM
500
Mascoma Wealth Management
New Hampshire
$155K +$6.89K +132 +5%
18 19
20
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