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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
801
Beese Fulmer Investment Management
Ohio
$200K – – –
SNT
802
Security National Trust
West Virginia
$198K – – –
SAM
803
Strategic Asset Management
Minnesota
$194K +$194K +3,550 New
CB
804
CNB Bank
Pennsylvania
$174K +$174K +3,180 New
FFA
805
Founders Financial Alliance
North Carolina
$173K +$27.3K +498 +19%
FM
806
Family Management
New York
$160K – – –
AP
807
Atwood & Palmer
Missouri
$150K – – –
TAM
808
Tucker Asset Management
Colorado
$148K – – –
OC
809
Oakworth Capital
Alabama
$146K – – –
LWP
810
Lumature Wealth Partners
Georgia
$145K -$18.8K -344 -11%
MIFH
811
Migdal Insurance & Financial Holdings
Israel
$138K – – –
SC
812
Sierra Capital
Florida
$131K – – –
CB
813
Community Bank
New York
$127K -$1.37K -25 -1%
AIM
814
Acropolis Investment Management
Missouri
$125K – – –
PFGIA
815
Patriot Financial Group Insurance Agency
Massachusetts
$120K -$12.5K -229 -9%
TFGT
816
TS Financial Group (TSFG)
Illinois
$118K – – –
MIM
817
MTM Investment Management
South Carolina
$115K – – –
RWM
818
Raffa Wealth Management
District of Columbia
$111K -$15.7K -286 -12%
CIAS
819
Capital Investment Advisory Services
North Carolina
$107K +$68.5K +1,250 +177%
CLOS
820
Compagnie Lombard Odier SCmA
Switzerland
$106K +$35.1K +641 +49%
TFO
821
Tarbox Family Office
California
$102K +$102K +1,860 New
SWM
822
Selective Wealth Management
Virginia
$101K +$101K +1,851 New
AA
823
AlphaCentric Advisors
Puerto Rico
$99K +$2.74K +50 +3%
GIA
824
Goodwin Investment Advisory
Georgia
$95K -$64.8K -1,184 -40%
PWMG
825
Prestige Wealth Management Group
New Jersey
$95K – – –
31 32
33
34 35