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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
576
Perigon Wealth Management
California
$482K -$12.3K -243 -2%
SRC
577
Sage Rhino Capital
California
$480K – – –
AWM
578
Apollon Wealth Management
South Carolina
$478K +$246K +4,880 +101%
SSWM
579
Sheets Smith Wealth Management
North Carolina
$475K +$65.6K +1,300 +16%
TC
580
TAP Consulting
Missouri
$473K +$2.47K +49 +0.5%
MIH
581
Meitav Investment House
Israel
$473K +$484K +9,592 New
AWM
582
AllSquare Wealth Management
New York
$472K – – –
BFM
583
Boston Financial Management
Massachusetts
$472K +$58K +1,150 +14%
BTWM
584
Baker Tilly Wealth Management
Wisconsin
$471K +$149K +2,947 +45%
SCM
585
Schnieders Capital Management
California
$470K – – –
IP
586
Ignite Planners
California
$467K -$63.5K -1,259 -12%
PT
587
Plimoth Trust
Massachusetts
$466K -$1.81M -35,899 -79%
PWLP
588
Prio Wealth Limited Partnership
Massachusetts
$463K – – –
IAA
589
Ironsides Asset Advisors
North Carolina
$459K -$920K -18,233 -67%
CGA
590
Crescent Grove Advisors
Illinois
$459K +$7.82K +155 +2%
PL
591
Plancorp LLC
Missouri
$453K +$177K +3,500 +61%
SWM
592
SeaCrest Wealth Management
New York
$452K -$635K -12,582 -58%
AWA
593
Arete Wealth Advisors
Illinois
$447K +$457K +9,065 New
MRCM
594
M&R Capital Management
New Jersey
$443K – – –
EWM
595
Evercore Wealth Management
New York
$441K – – –
WWP
596
WR Wealth Planners
Missouri
$437K -$38K -753 -8%
CHAM
597
Clear Harbor Asset Management
Connecticut
$437K -$3.03K -60 -0.7%
MFIMFI
598
Mesirow Financial Investment Management - Fixed Income
Illinois
$437K – – –
MFG
599
Merit Financial Group
Georgia
$433K +$126K +2,489 +40%
RCAG
600
Rehmann Capital Advisory Group
Michigan
$429K -$234K -4,646 -35%
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