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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
651
TAP Consulting
Missouri
$515K -$50.1K -914 -9%
OPA
652
Old Port Advisors
Maine
$503K -$47K -857 -9%
COF
653
Capital One Financial
Virginia
$503K – – –
BAM
654
Belpointe Asset Management
Nevada
$501K +$171K +3,114 +52%
EWM
655
Evercore Wealth Management
New York
$500K -$5.92K -108 -1%
NB
656
Nicolet Bankshares
Wisconsin
$500K +$13.4K +245 +3%
T
657
TrueFG
Texas
$498K +$7.89K +144 +2%
BBNA
658
Bremer Bank National Association
Minnesota
$493K – – –
MRCM
659
M&R Capital Management
New Jersey
$493K – – –
IIM
660
Ipswich Investment Management
Massachusetts
$488K +$126K +2,300 +35%
AWM
661
AllSquare Wealth Management
New York
$487K – – –
MFIMFI
662
Mesirow Financial Investment Management - Fixed Income
Illinois
$486K – – –
HIP
663
Harrell Investment Partners
Texas
$484K -$41.8K -763 -8%
SFA
664
Sequoia Financial Advisors
Ohio
$480K +$480K +8,755 New
ASBI
665
American State Bank (Iowa)
Iowa
$472K +$49.9K +910 +12%
IWS
666
Insight Wealth Strategies
California
$471K -$277K -5,061 -37%
FFN
667
Focus Financial Network
Minnesota
$466K +$383 +7 +0.1%
BFM
668
Boston Financial Management
Massachusetts
$462K – – –
IFG
669
Independent Financial Group
California
$459K +$112K +2,048 +32%
MWM
670
Mattern Wealth Management
Kansas
$454K -$5.48K -100 -1%
ATC
671
Argent Trust Co
Tennessee
$447K -$1.22M -22,190 -73%
HCA
672
Horan Capital Advisors
Ohio
$447K +$1.81K +33 +0.4%
JSL
673
JT Stratford LLC
Georgia
$445K +$13.9K +253 +3%
CSA
674
Cottage Street Advisors
Massachusetts
$444K +$2.85K +52 +0.6%
HFS
675
Haverford Financial Services
Pennsylvania
$439K -$1.26K -23 -0.3%
25 26
27
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