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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Cabot Wealth Management
Massachusetts
$812K +$218K +3,966 +37%
YIA
502
YHB Investment Advisors
Connecticut
$805K +$805K +14,657 New
SP
503
Successful Portfolios
Florida
$785K +$2.8K +51 +0.4%
PA
504
Procyon Advisors
Connecticut
$785K +$133K +2,422 +20%
MYIA
505
Mount Yale Investment Advisors
Colorado
$778K +$295K +5,369 +61%
PAS
506
Partnervest Advisory Services
California
$774K +$428K +7,794 +124%
RG
507
Retirement Group
California
$755K +$186K +3,391 +33%
BS
508
Banco Santander
Spain
$753K – – –
CAM
509
Cresset Asset Management
Illinois
$750K +$386K +7,032 +106%
BFA
510
Beaumont Financial Advisors
Massachusetts
$740K -$49.1K -894 -6%
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$734K – – –
SI
512
Shaker Investments
Ohio
$733K +$55 +1 +0%
TCPWM
513
Traverso Chambers Private Wealth Management
California
$729K -$7.53K -137 -1%
ET
514
Equitable Trust
Tennessee
$719K +$719K +13,090 New
FCA
515
FinTrust Capital Advisors
South Carolina
$717K -$60.5K -1,101 -8%
BWAM
516
Boyd Watterson Asset Management
Ohio
$715K -$716K -13,033 -50%
BWM
517
Baystate Wealth Management
Massachusetts
$701K +$194K +3,533 +38%
CAM
518
Caprin Asset Management
Virginia
$690K -$36.9K -672 -5%
AUB
519
Atlantic Union Bankshares
Virginia
$688K -$89.5K -1,630 -12%
DI
520
Disciplined Investments
Oklahoma
$687K – – –
EM
521
Excalibur Management
Massachusetts
$687K +$687K +12,505 New
BFA
522
Beacon Financial Advisory
Ohio
$685K +$207K +3,767 +43%
VWM
523
Vigilare Wealth Management
Arizona
$680K -$520K -9,471 -43%
RG
524
Rathbones Group
United Kingdom
$671K +$140K +2,556 +26%
DIA
525
Dana Investment Advisors
Wisconsin
$671K +$671K +12,222 New
19 20
21
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