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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
701
Visionary Wealth Advisors
Illinois
$325K +$332K +6,293 New
WPC
702
Waters Parkerson & Co
Louisiana
$322K -$15.8K -300 -5%
AWM
703
Apollon Wealth Management
South Carolina
$318K -$69.8K -1,325 -18%
AA
704
Ancora Advisors
Ohio
$315K -$175K -3,322 -35%
SNB
705
Security National Bank
Nebraska
$315K +$321K +6,091 New
GBT
706
Grove Bank & Trust
Florida
$313K – – –
TFA
707
Triad Financial Advisors
North Carolina
$311K – – –
PM
708
Phraction Management
Connecticut
$310K -$237K -4,500 -43%
FM
709
Family Management
New York
$305K -$112K -2,118 -26%
BF
710
Brooklyn FI
New York
$303K +$64.9K +1,231 +27%
KC
711
Kingfisher Capital
North Carolina
$302K -$6.42M -121,792 -95%
DWT
712
Dorsey & Whitney Trust
South Dakota
$300K – – –
FFMBT
713
First Farmers & Merchants Bank Trust
Tennessee
$300K +$306K +5,810 New
KIG
714
Kowal Investment Group
Wisconsin
$297K +$105 +2 +0%
DPI
715
Diversified Portfolios Inc
Michigan
$296K – – –
SPFA
716
Summit Place Financial Advisors
New Jersey
$296K +$302K +5,725 New
SC
717
Savant Capital
Illinois
$296K +$302K +5,732 New
HPC
718
Hobart Private Capital
North Carolina
$295K -$1.71M -32,427 -85%
BBA
719
BLB&B Advisors
Pennsylvania
$294K – – –
PL
720
Plancorp LLC
Missouri
$293K -$35.2K -668 -11%
PFO
721
Pathstone Family Office
New Jersey
$291K – – –
SS
722
Sunbelt Securities
Texas
$290K -$115K -2,186 -28%
DAS
723
Dynamic Advisor Solutions
Arizona
$290K -$3.43K -65 -1%
OWM
724
OneAscent Wealth Management
Alabama
$290K +$296K +5,610 New
COF
725
Capital One Financial
Virginia
$287K -$191K -3,623 -39%
27 28
29
30 31