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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
501
Verum Partners
North Carolina
$904K -$187K -3,721 -17%
CAM
502
Cresset Asset Management
Illinois
$893K +$94.3K +1,877 +12%
AG
503
AlTi Global
New York
$887K +$869K +17,300 New
SS
504
Simplicity Solutions
Minnesota
$879K +$118K +2,343 +16%
IA
505
IFG Advisory
Georgia
$877K +$79.7K +1,588 +10%
MIH
506
Meitav Investment House
Israel
$873K – – –
NP
507
NorthRock Partners
Minnesota
$872K +$854K +17,003 New
SCA
508
Stonebridge Capital Advisors
Minnesota
$869K -$52.7K -1,050 -6%
BCM
509
Brookstone Capital Management
Illinois
$862K +$307K +6,119 +57%
MW
510
MBL Wealth
North Carolina
$860K +$402K +8,015 +92%
MIA
511
MMBG Investment Advisors
Florida
$853K – – –
BFA
512
Beaumont Financial Advisors
Massachusetts
$850K +$41.2K +820 +5%
GC
513
Grimes & Company
Massachusetts
$847K -$34.8M -692,589 -98%
NS
514
NBC Securities
Alabama
$844K -$25.3K -504 -3%
SF
515
Summit Financial
New Jersey
$838K +$821K +16,349 New
FWM
516
Fonville Wealth Management
Virginia
$829K +$812K +16,167 New
HI
517
Harbour Investments
Wisconsin
$816K -$15.7K -312 -2%
GFWA
518
Grey Fox Wealth Advisors
Delaware
$815K -$126K -2,507 -14%
SAM
519
Smartleaf Asset Management
Massachusetts
$812K +$795K +15,841 New
KTA
520
Keeley-Teton Advisors
Illinois
$810K -$1.6M -31,935 -67%
MLA
521
My Legacy Advisors
Oregon
$804K -$114K -2,275 -13%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$797K -$21.1K -421 -3%
MAS
523
Meeder Advisory Services
Ohio
$787K -$20.9M -416,384 -96%
CCMINC
524
Cardinal Capital Management Inc (North Carolina)
North Carolina
$787K – – –
VCA
525
Verdence Capital Advisors
Maryland
$783K +$39K +777 +5%
19 20
21
22 23