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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
801
Compagnie Lombard Odier SCmA
Switzerland
$78.5K -$10.4K -200 -12%
AF
802
Allworth Financial
California
$75.9K -$14.7K -283 -16%
RLIM
803
Red Lighthouse Investment Management
New York
$74.9K – – –
CSC
804
Caldwell Sutter Capital
California
$70.8K – – –
EWA
805
Elevate Wealth Advisory
Georgia
$66K – – –
SNB
806
Security National Bank
Nebraska
$65.6K – – –
CTC
807
Central Trust Company
Missouri
$65.2K -$2.6K -50 -4%
TFGT
808
TS Financial Group (TSFG)
Illinois
$65K – – –
BWP
809
Baldwin Wealth Partners
Massachusetts
$63.2K – – –
LCM
810
Logan Capital Management
Pennsylvania
$61.6K +$60.9K +1,170 New
HI
811
Horizon Investments
North Carolina
$59.9K – – –
SSB
812
Sandy Spring Bank
Maryland
$59.5K – – –
FCMT
813
Founders Capital Management (Texas)
Texas
$54.8K – – –
OC
814
Oarsman Capital
Wisconsin
$51.1K +$50.5K +970 New
OC
815
Oakworth Capital
Alabama
$50.6K – – –
DWM
816
Darwin Wealth Management
Florida
$50.4K +$49.8K +956 New
T
817
Tidemark
California
$49.9K – – –
SAM
818
Smartleaf Asset Management
Massachusetts
$48.7K -$703K -13,504 -94%
IBOK
819
Independence Bank of Kentucky
Kentucky
$45.5K – – –
MIFH
820
Migdal Insurance & Financial Holdings
Israel
$43K – – –
KSB
821
Kennebec Savings Bank
Maine
$42.6K +$42.1K +809 New
BC
822
Barrett & Company
Rhode Island
$42.1K – – –
CP
823
Castleview Partners
Texas
$41.2K – – –
SOS
824
Silver Oak Securities
Tennessee
$39.9K +$39.4K +758 New
VWM
825
Valley Wealth Managers
New Jersey
$39.5K -$17.7K -341 -31%
31 32
33
34 35