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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Hilton Capital Management
New York
$234K +$238K +4,474 New
CFIA
552
Cantor Fitzgerald Investment Advisors
New York
$231K – – –
SFG
553
Summit Financial Group
West Virginia
$231K +$234K +4,400 New
JF
554
JSF Financial
California
$228K – – –
LF
555
LifeSteps Financial
California
$223K -$1.7K -32 -0.7%
LFG
556
LifePlan Financial Group
Ohio
$222K -$60.8K -1,142 -21%
V
557
Veritable
Delaware
$218K -$2.66K -50 -1%
BPB
558
Badgley, Phelps & Bell
Washington
$216K – – –
LFAS
559
Level Four Advisory Services
Texas
$214K -$37.4K -703 -15%
AF
560
Aldebaran Financial
$214K +$218K +4,088 New
WP
561
WealthShield Partners
North Carolina
$213K -$7.56K -142 -3%
FFBTD
562
First Financial Bank - Trust Division
Ohio
$210K -$220K -4,142 -51%
CRWM
563
Castle Rock Wealth Management
California
$210K +$208K +3,909 New
LNC
564
Lincoln National Corp
Pennsylvania
$209K -$216K -4,058 -50%
TCA
565
Transcend Capital Advisors
New Jersey
$209K – – –
HCA
566
Horan Capital Advisors
Ohio
$208K +$905 +17 +0.4%
FA
567
FCG Advisors
New Jersey
$206K +$851 +16 +0.4%
NB
568
Nicolet Bankshares
Wisconsin
$206K +$209K +3,929 New
ACM
569
Advisors Capital Management
New Jersey
$205K +$208K +3,906 New
HS
570
Horan Securities
United States
$191K +$194K +3,653 New
SNT
571
Security National Trust
West Virginia
$189K – – –
SC
572
Stratford Consulting
Texas
$173K -$186K -3,501 -51%
GFPC
573
Global Financial Private Client
Florida
$172K -$18K -339 -9%
CAN
574
Claraphi Advisory Network
United States
$168K +$171K +3,205 New
AF
575
Advisornet Financial
Minnesota
$164K +$3.62K +68 +2%
21 22
23
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