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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
626
Brookstone Capital Management
Illinois
$382K +$19.4K +385 +5%
NB
627
NBT Bank
New York
$381K +$17.2K +341 +5%
SL
628
SWMG LLC
Texas
$381K +$390K +7,737 New
CBFP
629
Cedar Brook Financial Partners
Ohio
$376K +$101K +1,994 +35%
CWS
630
Cypress Wealth Services
California
$374K -$2.57K -51 -0.7%
AAM
631
Advisors Asset Management
Colorado
$370K -$88.2K -1,748 -19%
MA
632
MUFG Americas
New York
$368K -$61K -1,208 -14%
PPG
633
Peak Planning Group
Colorado
$360K – – –
VCM
634
Vivaldi Capital Management
Illinois
$359K – – –
S
635
Surevest
California
$358K -$98.9K -1,960 -21%
OPA
636
Old Port Advisors
Maine
$358K -$303 -6 -0.1%
EWM
637
Empirical Wealth Management
Washington
$356K -$473K -9,368 -56%
MOS
638
MGO One Seven
Ohio
$355K +$42.1K +834 +13%
FP
639
Financial Perspectives
Minnesota
$349K +$58.8K +1,165 +20%
RIM
640
Rockbridge Investment Management
New York
$348K +$356K +7,060 New
WFC
641
Western Financial Corp
California
$347K -$198K -3,915 -36%
PIA
642
Pinion Investment Advisors
Kansas
$346K +$6.51K +129 +2%
OMC
643
Overbrook Management Corp
New York
$345K – – –
CB
644
Commerce Bank
Missouri
$341K -$140K -2,775 -29%
FAFN
645
First Affirmative Financial Network
Colorado
$341K -$15.9K -316 -4%
BFA
646
Beaumont Financial Advisors
Massachusetts
$339K +$454 +9 +0.1%
IA
647
IFG Advisory
Georgia
$337K +$346K +6,847 New
NAG
648
Northstar Advisory Group
New Jersey
$336K -$46.7K -926 -12%
GPA
649
Garrison Point Advisors
California
$335K -$5.3K -105 -2%
SFA
650
Sequoia Financial Advisors
Ohio
$329K -$159K -3,157 -32%
24 25
26
27 28