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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
901
Townsend Asset Management
North Carolina
$1.31K +$1.3K +26 New
VF
902
VitalStone Financial
Texas
$1K +$301 +6 +46%
SL
903
Savior LLC
Massachusetts
$404 – – –
SSC
904
Syverson Strege & Co
Iowa
$116 – – –
SFM
905
Soros Fund Management
New York
– -$49.8M -1,000,000 Closed
OMC
906
Old Mission Capital
Illinois
– -$12.2M -244,416 Closed
EE
907
EWG Elevate
California
– -$11M -221,557 Closed
VIA
908
Vantagepoint Investment Advisers
District of Columbia
– -$8.58M -172,270 Closed
EC
909
Estate Counselors
Wisconsin
– -$8.13M -163,100 Closed
VHAM
910
Van Hulzen Asset Management
California
– -$7.62M -152,913 Closed
CCFM
911
Clear Creek Financial Management
Washington
– -$6.96M -139,621 Closed
CIM
912
Confluence Investment Management
Missouri
– -$5.44M -109,249 Closed
HSA
913
HBK Sorce Advisory
Pennsylvania
– -$3.06M -61,414 Closed
BCM
914
Beaumont Capital Management
Massachusetts
– -$2.96M -59,345 Closed
LOPW
915
Live Oak Private Wealth
North Carolina
– -$2.74M -55,024 Closed
HKAM
916
Horizon Kinetics Asset Management
New York
– -$2.69M -54,000 Closed
KWA
917
KCS Wealth Advisory
California
– -$2.48M -49,860 Closed
CS
918
Comerica Securities
Michigan
– -$2.3M -46,242 Closed
TAM
919
Tocqueville Asset Management
New York
– -$1.55M -31,205 Closed
RCG
920
Rock Creek Group
District of Columbia
– -$1.31M -26,205 Closed
JC
921
JB Capital
Connecticut
– -$932K -18,702 Closed
SHGA
922
Sand Hill Global Advisors
California
– -$888K -17,824 Closed
AIA
923
Avalon Investment & Advisory
Texas
– -$839K -16,836 Closed
WIM
924
WealthPlan Investment Management
Nebraska
– -$716K -14,261 Closed
SFFS
925
Stonehage Fleming Financial Services
Jersey
– -$690K -13,848 Closed
35 36
37
38 39