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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
876
Elevated Capital Advisors
Utah
$133K +$133K +2,508 New
CTA
877
Colonial Trust Advisors
South Carolina
$127K -$51.9K -980 -29%
WAU
878
Wellington-Altus USA
Manitoba, Canada
$127K +$127K +2,404 New
IAIM
879
International Assets Investment Management
Florida
$122K +$123K +2,316 New
EWM
880
EPG Wealth Management
Georgia
$118K -$4.98K -94 -4%
AA
881
AlphaCentric Advisors
Puerto Rico
$117K +$117K +2,216 New
CT
882
Colonial Trust
South Carolina
$116K +$6.88K +130 +6%
SPF
883
South Plains Financial
Texas
$110K +$22.2K +420 +25%
MWM
884
Mascoma Wealth Management
New Hampshire
$108K -$34.1K -645 -24%
AIA
885
Armor Investment Advisors
North Carolina
$107K -$1.3M -24,505 -92%
PB
886
Pinnacle Bancorp
Nebraska
$104K – – –
SGK
887
Steigerwald Gordon & Koch
Virginia
$103K -$6.62K -125 -6%
OP
888
ORG Partners
Indiana
$102K -$8.37K -158 -8%
SWM
889
SHP Wealth Management
Massachusetts
$101K +$101K +1,910 New
HNW
890
High Note Wealth
Minnesota
$90.2K – – –
NFSG
891
Newbridge Financial Services Group
Florida
$89.9K – – –
CIA
892
Cape Investment Advisory
Georgia
$89.6K +$52K +982 +138%
FDCDDQ
893
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.6K -$318 -6 -0.4%
WA
894
Westfuller Advisors
New York
$81.9K +$1.27K +24 +2%
PTC
895
Private Trust Company
Ohio
$81.4K +$37.3K +705 +84%
EWA
896
Elevate Wealth Advisory
Georgia
$81.1K – – –
RLIM
897
Red Lighthouse Investment Management
New York
$79.6K – – –
TF
898
Tompkins Financial
New York
$77.9K – – –
RF
899
Rossby Financial
Florida
$75.6K +$69.3K +1,308 +1,072%
HA
900
Hyposwiss Advisors
$72.9K +$73K +1,378 New
34 35
36
37 38