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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
626
Cobblestone Capital Advisors
New York
$549K – – –
WPC
627
Waters Parkerson & Co
Louisiana
$549K +$72.8K +1,325 +15%
OPA
628
Old Port Advisors
Maine
$549K +$95.8K +1,744 +21%
FHC
629
First Horizon Corporation
Tennessee
$545K +$110K +2,000 +25%
CWP
630
Corepath Wealth Partners
Arizona
$544K -$3.95K -72 -0.7%
VA
631
Valmark Advisers
Ohio
$543K -$352K -6,416 -39%
CFA
632
Carroll Financial Associates
North Carolina
$538K -$8.29K -151 -2%
CCM
633
Crew Capital Management
Ohio
$528K +$530K +9,650 New
PR
634
Payden & Rygel
California
$526K -$147K -2,670 -22%
LHC
635
Little House Capital
Massachusetts
$525K -$2.21M -40,175 -81%
HIP
636
Harrell Investment Partners
Texas
$525K – – –
SCM
637
Schnieders Capital Management
California
$522K – – –
NAM
638
North American Management
Massachusetts
$522K +$11.5K +210 +2%
KF
639
Krilogy Financial
Missouri
$520K +$17K +310 +3%
FPFS
640
First Personal Financial Services
North Carolina
$520K +$38.7K +705 +8%
CTFG
641
Capstone Triton Financial Group
Oklahoma
$506K -$16.4K -299 -3%
EWM
642
Evercore Wealth Management
New York
$504K -$5K -91 -1%
COF
643
Capital One Financial
Virginia
$502K – – –
PA
644
Procyon Advisors
Connecticut
$496K +$88.3K +1,608 +22%
MIH
645
Meitav Investment House
Israel
$495K +$86.3K +1,571 +21%
BBNA
646
Bremer Bank National Association
Minnesota
$492K – – –
MRCM
647
M&R Capital Management
New Jersey
$492K – – –
T
648
TrueFG
Texas
$489K +$19.2K +349 +4%
PWS
649
Peloton Wealth Strategists
Indiana
$487K +$27.5K +501 +6%
AWM
650
AllSquare Wealth Management
New York
$486K – – –
24 25
26
27 28