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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
626
Chartwell Investment Partners
Pennsylvania
$526K -$93.7K -1,705 -15%
SCM
627
Schnieders Capital Management
California
$526K – – –
PL
628
Plancorp LLC
Missouri
$518K +$516K +9,387 New
NAM
629
North American Management
Massachusetts
$515K +$16K +291 +3%
EWM
630
Evercore Wealth Management
New York
$514K -$24.2K -441 -5%
WS
631
Wedbush Securities
California
$510K -$9.84K -179 -2%
KF
632
Krilogy Financial
Missouri
$508K +$30.2K +550 +6%
FHC
633
First Heartland Consultants
Missouri
$508K +$63.9K +1,163 +14%
COF
634
Capital One Financial
Virginia
$506K -$531K -9,662 -51%
BBNA
635
Bremer Bank National Association
Minnesota
$497K – – –
MRCM
636
M&R Capital Management
New Jersey
$496K – – –
OWA
637
One Wealth Advisors
California
$494K +$492K +8,953 New
IF
638
Intrua Financial
Texas
$491K +$43.3K +787 +10%
MFIMFI
639
Mesirow Financial Investment Management - Fixed Income
Illinois
$490K -$55K -1,000 -10%
AWM
640
AllSquare Wealth Management
New York
$490K – – –
OFG
641
OmniStar Financial Group
North Carolina
$487K +$35K +636 +8%
FPFS
642
First Personal Financial Services
North Carolina
$486K -$6.87K -125 -1%
BAM
643
Baldrige Asset Management
Pennsylvania
$483K -$16.7K -304 -3%
WPC
644
Waters Parkerson & Co
Louisiana
$481K +$121K +2,200 +34%
AWA
645
ARS Wealth Advisors
Florida
$480K +$38.5K +700 +9%
TNB
646
Thomasville National Bank
Georgia
$476K – – –
SCA
647
STALEY CAPITAL ADVISERS
Pennsylvania
$475K -$1.65M -30,000 -78%
T
648
TrueFG
Texas
$474K +$5.17K +94 +1%
NL
649
NWAM LLC
Washington
$474K +$472K +8,590 New
BBA
650
BLB&B Advisors
Pennsylvania
$473K -$11K -200 -2%
24 25
26
27 28