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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CE
726
Cornerstone Enterprises
Wisconsin
$245K +$240K +4,771 New
MC
727
Middleton & Co
Massachusetts
$244K – – –
CWM
728
C2C Wealth Management
Arizona
$244K – – –
AFM
729
Armstrong Fleming & Moore
District of Columbia
$243K – – –
RG
730
Retirement Group
California
$241K +$52.5K +1,045 +29%
ML
731
McAdam LLC
Pennsylvania
$240K -$28.3K -564 -11%
PO
732
Private Ocean
California
$238K -$1.15M -22,843 -83%
TCM
733
TD Capital Management
Tennessee
$236K – – –
PPG
734
Peak Planning Group
Colorado
$236K -$3.77K -75 -2%
VPI
735
Value Partners Investments
Manitoba, Canada
$233K +$228K +4,544 New
SFG
736
Seamount Financial Group
Colorado
$233K +$228K +4,543 New
CIS
737
Custom Index Systems
New York
$232K +$227K +4,525 New
LNWWM
738
Laird Norton Wetherby Wealth Management
California
$231K – – –
FIA
739
Foundations Investment Advisors
Arizona
$231K -$129K -2,560 -36%
HS
740
Horan Securities
United States
$231K +$2.71K +54 +1%
RCG
741
Regatta Capital Group
California
$231K -$25.1K -500 -10%
T
742
TNF
Montana
$231K -$9.99K -199 -4%
MSG
743
Main Street Group
Virginia
$231K +$226K +4,496 New
IAIM
744
International Assets Investment Management
Florida
$230K +$225K +4,478 New
SWM
745
SeaCrest Wealth Management
New York
$228K -$146K -2,898 -39%
DWP
746
Destiny Wealth Partners
Florida
$227K – – –
EIA
747
Edgemoor Investment Advisors
Maryland
$226K -$22.1K -440 -9%
AFP
748
Ausdal Financial Partners
Iowa
$226K -$15.8K -314 -7%
GCA
749
Greenwood Capital Associates
South Carolina
$225K -$72.5K -1,443 -25%
BBA
750
BLB&B Advisors
Pennsylvania
$224K -$64K -1,275 -23%
28 29
30
31 32