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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
826
CVA Family Office
Colorado
$80K – – –
PB
827
Pinnacle Bancorp
Nebraska
$78K +$55 +1 +0.1%
CPFP
828
Clear Perspectives Financial Planning
Ohio
$75K – – –
IFAM
829
Institutional & Family Asset Management
Colorado
$72K -$340K -6,185 -82%
AIM
830
Anchor Investment Management
South Carolina
$67.7K – – –
SWM
831
Sugarloaf Wealth Management
Georgia
$66K +$1.84M +33,457 New
TC
832
Truvestments Capital
Florida
$65K – – –
SQA
833
Simon Quick Advisors
New Jersey
$64K -$36.1K -658 -36%
JPLA
834
Joseph P. Lucia & Associates
New York
$58K +$31.9K +580 +120%
FA
835
Faithward Advisors
Pennsylvania
$57K +$56.7K +1,032 New
AWM
836
Accel Wealth Management
Iowa
$56K -$9.34K -170 -14%
SBL
837
Sargent Bickham Lagudis
Colorado
$55K – – –
BWP
838
Baldwin Wealth Partners
Massachusetts
$51K – – –
SSB
839
Sandy Spring Bank
Maryland
$50K +$2.91K +53 +6%
BW
840
Bison Wealth
Georgia
$49K – – –
IBOK
841
Independence Bank of Kentucky
Kentucky
$47K – – –
FEG
842
Financial Enhancement Group
Indiana
$44K – – –
JAM
843
JCIC Asset Management
Ontario, Canada
$39K – – –
MA
844
Montag & Associates
Georgia
$34K – – –
JFA
845
JNBA Financial Advisors
Minnesota
$33K – – –
PP
846
Pacifica Partners
Canada
$33K – – –
CFD
847
Creative Financial Designs
Indiana
$31K -$1.12M -20,311 -97%
HDIM
848
Hanson & Doremus Investment Management
Vermont
$31K – – –
MHR
849
Matthew Hamilton Rosenberg
$31K +$30.8K +561 New
LCM
850
Logan Capital Management
Pennsylvania
$28K +$27.8K +506 New
32 33
34
35 36