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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
676
Haverford Financial Services
Pennsylvania
$415K – – –
IFAM
677
Institutional & Family Asset Management
Colorado
$414K +$825 +15 +0.2%
MIH
678
Meitav Investment House
Israel
$413K +$51.2K +931 +14%
PA
679
Procyon Advisors
Connecticut
$411K -$376K -6,834 -48%
VC
680
Vicus Capital
Pennsylvania
$411K -$42K -764 -9%
PWLP
681
Prio Wealth Limited Partnership
Massachusetts
$407K – – –
GPA
682
Garrison Point Advisors
California
$404K +$24.2K +440 +6%
VCM
683
Vivaldi Capital Management
Illinois
$403K – – –
CNB
684
Camden National Bank
Maine
$396K +$35K +637 +10%
ACWM
685
Adams Chetwood Wealth Management
North Carolina
$392K – – –
1WM
686
1900 Wealth Management
Texas
$389K +$388K +7,051 New
HCM
687
Hengehold Capital Management
Ohio
$387K +$8.58K +156 +2%
TF
688
TimeScale Financial
Massachusetts
$387K +$160K +2,915 +71%
CCG
689
Ceeto Capital Group
Florida
$386K – – –
EIA
690
Edgemoor Investment Advisors
Maryland
$385K – – –
CB
691
Community Bank
New York
$377K -$29.2K -532 -7%
SWPG
692
Strategic Wealth Partners Group
Illinois
$376K +$1.65K +30 +0.4%
MGIA
693
Moneta Group Investment Advisors
Missouri
$375K -$828K -15,057 -69%
AC
694
Alexandria Capital
Virginia
$373K – – –
KCA
695
Karn Couzens & Associates
Connecticut
$371K +$370K +6,733 New
GSWM
696
Golden State Wealth Management
California
$368K +$153K +2,791 +72%
PFA
697
Pettinga Financial Advisors
Indiana
$366K +$220 +4 +0.1%
VCA
698
Verdence Capital Advisors
Maryland
$364K – – –
ST
699
Spinnaker Trust
Maine
$363K – – –
SVWAG
700
Sound View Wealth Advisors Group
Georgia
$358K -$95.7K -1,740 -21%
26 27
28
29 30