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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Chesapeake Wealth Management
Virginia
$244K -$59K -1,075 -19%
CFIA
677
Cantor Fitzgerald Investment Advisors
New York
$241K – – –
LNC
678
Lincoln National Corp
Pennsylvania
$240K +$5.55K +101 +2%
JF
679
JSF Financial
California
$239K – – –
CCM
680
Condor Capital Management
New Jersey
$231K -$5.55K -101 -2%
BAS
681
Brown Advisory Securities
Maryland
$231K +$24.7K +450 +12%
VWA
682
V Wealth Advisors
Kansas
$230K -$472K -8,594 -67%
CSIC
683
Clifford Swan Investment Counsel
California
$229K -$166K -3,020 -42%
A
684
AdvicePeriod
California
$228K – – –
V
685
Veritable
Delaware
$228K – – –
PIA
686
Perennial Investment Advisors
California
$226K +$226K +4,119 New
TF
687
TimeScale Financial
Massachusetts
$225K +$1.21K +22 +0.5%
WCFA
688
Walkner Condon Financial Advisors
Wisconsin
$225K +$225K +4,104 New
FCCM
689
First City Capital Management
Georgia
$222K +$222K +4,037 New
CW
690
CreativeOne Wealth
Kansas
$216K +$216K +3,935 New
TFGT
691
TS Financial Group (TSFG)
Illinois
$214K – – –
GSWM
692
Golden State Wealth Management
California
$213K -$145K -2,637 -40%
AIA
693
Avalon Investment & Advisory
Texas
$213K +$213K +3,879 New
SIC
694
Sigma Investment Counselors
Michigan
$212K -$106K -1,930 -33%
BONST
695
Bank of Nova Scotia Trust
Ontario, Canada
$209K -$27.1K -494 -11%
KCM
696
Kathmere Capital Management
Pennsylvania
$208K -$36.9K -671 -15%
LF
697
LifeSteps Financial
California
$206K -$10.5K -192 -5%
APCM
698
Alaska Permanent Capital Management
Alaska
$206K – – –
WA
699
WealthTrust Axiom
Pennsylvania
$206K – – –
SNT
700
Security National Trust
West Virginia
$199K – – –
26 27
28
29 30