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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
626
BlueChip Wealth Advisors
Georgia
$497K +$224K +4,312 +83%
BFO
627
Boston Family Office
Massachusetts
$495K +$9.88K +190 +2%
1CM
628
1492 Capital Management
Wisconsin
$490K -$15.8K -304 -3%
CTWM
629
Cherry Tree Wealth Management
Minnesota
$490K -$7.02K -135 -1%
CFA
630
Cahill Financial Advisors
Minnesota
$482K -$62.2K -1,197 -12%
S
631
Sachetta
Massachusetts
$482K – – –
CG
632
Caprock Group
Idaho
$481K +$477K +9,176 New
CB
633
Commerce Bank
Missouri
$481K -$108K -2,080 -18%
AAMC
634
Asset Allocation & Management Company
Illinois
$479K +$475K +9,139 New
RW
635
Rede Wealth
Virginia
$476K -$9.36K -180 -2%
MFA
636
Mayflower Financial Advisors
Massachusetts
$473K -$3.12K -60 -0.7%
CP
637
Clarendon Private
Massachusetts
$472K +$199K +3,830 +74%
VFM
638
Vision Financial Markets
Connecticut
$471K -$52K -1,000 -10%
NS
639
NBC Securities
Alabama
$466K +$463K +8,902 +98,911%
KTA
640
Keeley-Teton Advisors
Illinois
$465K -$26K -500 -5%
RZH
641
Relyea Zuckerberg Hanson
Connecticut
$450K +$2.39K +46 +0.5%
CAM
642
Creekmur Asset Management
Illinois
$449K +$19K +366 +4%
TA
643
TFB Advisors
Kansas
$447K -$331K -6,361 -43%
JIP
644
Jaffetilchin Investment Partners
Florida
$444K +$441K +8,487 New
SP
645
Successful Portfolios
Florida
$444K -$312 -6 -0.1%
EWA
646
EverSource Wealth Advisors
Alabama
$443K -$52 -1 -0%
RL
647
Retireful LLC
Michigan
$442K +$2.7K +52 New
ECA
648
Elevation Capital Advisory
Oregon
$441K +$438K +8,422 New
MIM
649
MetLife Investment Management
New Jersey
$440K +$437K +8,404 New
TC
650
TownSquare Capital
Utah
$440K +$437K +8,397 New
24 25
26
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