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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
651
InterOcean Capital Group
Tennessee
$371K +$48.1K +945 +15%
PCM
652
Parsons Capital Management
Rhode Island
$370K +$132K +2,600 +55%
PPG
653
Peak Planning Group
Colorado
$369K +$372K +7,300 New
VCM
654
Vivaldi Capital Management
Illinois
$369K – – –
FCH
655
Freestone Capital Holdings
Washington
$369K +$170K +3,348 +85%
OPA
656
Old Port Advisors
Maine
$368K -$32.1K -630 -8%
FF
657
Francis Financial
$368K +$369K +7,246 New
PBO
658
Peoples Bank (Ohio)
Ohio
$367K -$3.14M -61,741 -89%
FAFN
659
First Affirmative Financial Network
Colorado
$365K -$3.77K -74 -1%
CNB
660
Camden National Bank
Maine
$363K – – –
RMA
661
Roffman Miller Associates
Pennsylvania
$359K -$88.1K -1,731 -20%
CCG
662
Ceeto Capital Group
Florida
$354K – – –
OMC
663
Overbrook Management Corp
New York
$354K – – –
GPA
664
Garrison Point Advisors
California
$349K – – –
PIA
665
Pinion Investment Advisors
Kansas
$348K +$3.26K +64 +0.9%
BFA
666
Beaumont Financial Advisors
Massachusetts
$347K -$595K -11,685 -63%
SHJ
667
Sharkey, Howes & Javer
Colorado
$346K -$17.5K -343 -5%
PPW
668
Pinnacle Private Wealth
Massachusetts
$346K – – –
LNC
669
Lincoln National Corp
Pennsylvania
$344K -$91.4K -1,796 -21%
AOWM
670
Alpha Omega Wealth Management
Virginia
$341K – – –
AT
671
Arden Trust
Delaware
$339K – – –
DWP
672
Destiny Wealth Partners
Florida
$335K -$228K -4,484 -40%
FMWA
673
Forvis Mazars Wealth Advisors
Missouri
$335K +$337K +6,619 New
BTWM
674
Baker Tilly Wealth Management
Wisconsin
$334K -$35.3K -693 -9%
ATC
675
Argent Trust Co
Tennessee
$334K -$509 -10 -0.2%
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