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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
701
Archer Investment Corporation
Indiana
$168K – – –
CA
702
Clearstead Advisors
Ohio
$165K +$165K +3,000 New
FM
703
Family Management
New York
$161K – – –
SQA
704
Simon Quick Advisors
New Jersey
$158K +$158K +2,877 New
EP
705
Eudaimonia Partners
Tennessee
$148K +$4.78K +87 +3%
OC
706
Oakworth Capital
Alabama
$147K -$8.24K -150 -5%
TIM
707
Thornburg Investment Management
New Mexico
$146K +$146K +2,662 New
ACA
708
Aptus Capital Advisors
Alabama
$143K +$144K +2,618 New
FFA
709
Founders Financial Alliance
North Carolina
$125K +$125K +2,273 New
KFS
710
Kelly Financial Services
Massachusetts
$119K +$102K +1,860 +616%
CFG
711
Capstone Financial Group
Oklahoma
$118K – – –
RWM
712
Raffa Wealth Management
District of Columbia
$116K +$604 +11 +0.5%
TCM
713
TD Capital Management
Tennessee
$114K +$43.9K +800 +63%
GAM
714
Gemmer Asset Management
California
$113K +$549 +10 +0.5%
AWA
715
Arkadios Wealth Advisors
Georgia
$112K +$31.6K +575 +39%
ETI
716
Enterprise Trust & Investment
California
$109K – – –
GFPC
717
Global Financial Private Client
Florida
$107K -$53.9K -981 -33%
ARMC
718
American Research & Management Company
Massachusetts
$102K – – –
PWMG
719
Prestige Wealth Management Group
New Jersey
$96K – – –
SIAP
720
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$91K +$275 +5 +0.3%
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$89K – – –
GEA
722
Glen Eagle Advisors
New Jersey
$86.9K – – –
MIFH
723
Migdal Insurance & Financial Holdings
Israel
$84K -$49.4M -899,674 -100%
PB
724
Pinnacle Bancorp
Nebraska
$82K -$2.25K -41 -3%
JCM
725
Jacobi Capital Management
Pennsylvania
$81K – – –
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