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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Cresset Asset Management
Illinois
$775K +$300K +6,000 +63%
AWA
502
Arkadios Wealth Advisors
Georgia
$773K +$179K +3,576 +30%
IA
503
IFG Advisory
Georgia
$773K +$211K +4,226 +37%
PHS
504
Pekin Hardy Strauss
Illinois
$768K -$30K -600 -4%
CCMINC
505
Cardinal Capital Management Inc (North Carolina)
North Carolina
$764K – – –
WP
506
WMS Partners
Maryland
$753K -$1.29M -25,730 -63%
IWM
507
IHT Wealth Management
Illinois
$749K -$1.02M -20,446 -58%
BFEC
508
Benjamin F. Edwards & Company
Missouri
$744K -$1.9M -38,061 -72%
SS
509
Simplicity Solutions
Minnesota
$737K +$187K +3,731 +34%
FWIA
510
Fort Washington Investment Advisors
Ohio
$724K – – –
OWA
511
Octavia Wealth Advisors
Ohio
$722K -$17.9K -357 -2%
VCA
512
Verdence Capital Advisors
Maryland
$722K +$42.9K +858 +6%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$717K +$19.4K +387 +3%
GC
514
GFG Capital
Florida
$716K +$719K +14,372 New
FC
515
FCA Corp
Texas
$705K +$708K +14,155 New
GRP
516
Global Retirement Partners
California
$704K -$349K -6,967 -33%
CWP
517
CFM Wealth Partners
Texas
$704K – – –
SFG
518
Sunburst Financial Group
Alabama
$700K – – –
DAS
519
Dynamic Advisor Solutions
Arizona
$699K -$13.4K -267 -2%
CAG
520
Csenge Advisory Group
Florida
$692K -$398K -7,956 -36%
SFFS
521
Stonehage Fleming Financial Services
Jersey
$690K – – –
BS
522
Banco Santander
Spain
$683K – – –
AFA
523
American Financial Advisors
Georgia
$682K +$53.3K +1,066 +8%
CTWM
524
Cherry Tree Wealth Management
Minnesota
$680K -$94.9K -1,896 -12%
BWM
525
Baystate Wealth Management
Massachusetts
$675K -$1.5K -30 -0.2%
19 20
21
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