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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oakworth Capital
Alabama
$95K – – –
SAM
802
Strategic Asset Management
Minnesota
$93K – – –
FSWA
803
Financial Synergies Wealth Advisors
Texas
$91.7K -$5.3M -104,051 -98%
BA
804
Bellwether Advisors
Nebraska
$91K – – –
SMG
805
Spectrum Management Group
Indiana
$91K – – –
RA
806
Rise Advisors
New York
$89K +$2.65K +52 +3%
PWMG
807
Prestige Wealth Management Group
New Jersey
$88K – – –
LPP
808
Life Planning Partners
Florida
$85K +$86K +1,689 New
LWANC
809
Laurel Wealth Advisors (North Carolina)
North Carolina
$84K +$356 +7 +0.4%
ARMC
810
American Research & Management Company
Massachusetts
$81K -$12.7K -250 -14%
PAIM
811
Punch & Associates Investment Management
Minnesota
$81K – – –
TAM
812
Tucker Asset Management
Colorado
$80.4K +$204 +4 +0.3%
MIFH
813
Migdal Insurance & Financial Holdings
Israel
$79K – – –
FFA
814
Founders Financial Alliance
North Carolina
$79K +$51 +1 +0.1%
WFA
815
WestHill Financial Advisors
California
$77K – – –
TFGT
816
TS Financial Group (TSFG)
Illinois
$75K -$33.9K -666 -31%
ETI
817
Enterprise Trust & Investment
California
$75K – – –
CFO
818
CVA Family Office
Colorado
$74K +$51 +1 +0.1%
CTB
819
Country Trust Bank
Illinois
$69K – – –
IA
820
IFS Advisors
Kansas
$66K -$5.3M -104,033 -99%
BEI
821
Benjamin Edwards Inc
Missouri
$61K -$2.81M -55,233 -98%
SSB
822
Sandy Spring Bank
Maryland
$60K +$153 +3 +0.3%
TWM
823
Tradition Wealth Management
Minnesota
$60K +$3.87K +76 +7%
FCG
824
Financial Connections Group
California
$58K +$58.8K +1,155 New
CHC
825
City Holding Co
West Virginia
$57K – – –
31 32
33
34 35