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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
626
Capital Investment Advisory Services
North Carolina
$25K -$42.9K -807 -63%
JPLA
627
Joseph P. Lucia & Associates
New York
$25K – – –
ME
628
McIlrath & Eck
Washington
$25K – – –
DWM
629
Darwin Wealth Management
Florida
$25K +$25.8K +484 New
LWM
630
Liberty Wealth Management
California
$23K +$10K +188 +76%
ICM
631
Islay Capital Management
Texas
$21K -$72.6K -1,364 -77%
VFA
632
Valeo Financial Advisors
Indiana
$21K +$7.34K +138 +54%
CB
633
CNB Bank
Pennsylvania
$21K +$10.4K +196 New
CFFP
634
Center for Financial Planning
Michigan
$21K +$21.8K +409 New
BBA
635
Braun-Bostich & Associates
Pennsylvania
$20K – – –
SWA
636
Stratos Wealth Advisors
Ohio
$20K +$20.5K +385 New
TRCT
637
Tower Research Capital (TRC)
New York
$19K +$10.2K +191 +114%
SIS
638
Sound Income Strategies
Florida
$18K +$8.52K +160 +84%
BFO
639
Biltmore Family Office
North Carolina
$18K +$18.2K +342 New
BWM
640
BerganKDV Wealth Management
Minnesota
$17K – – –
SA
641
SRH Advisors
Kansas
$16K – – –
HWA
642
HHM Wealth Advisors
Tennessee
$15K +$15.1K +283 New
FDCDDQ
643
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15K – – –
PFBT
644
Parkside Financial Bank & Trust
Missouri
$14K -$3.19K -60 -18%
AIP
645
Ameritas Investment Partners
Nebraska
$12K – – –
RFA
646
Reilly Financial Advisors
California
$12K +$12.5K +235 New
OFG
647
OmniStar Financial Group
North Carolina
$11K +$11.5K +216 New
LDFR
648
Lehman & Derafelo Financial Resources
Pennsylvania
$10K – – –
VCM
649
Vigilant Capital Management
Maine
$10K – – –
SAM
650
S.A. Mason
Michigan
$10K +$9.85K +185 New
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