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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
901
Ameritas Advisory Services
Nebraska
– -$462K -9,132 Closed
OFG
902
Omega Financial Group
California
– -$444K -8,779 Closed
DFC
903
DBK Financial Counsel
Ohio
– -$423K -8,370 Closed
CHAM
904
Clear Harbor Asset Management
Connecticut
– -$406K -8,024 Closed
CPRC
905
Consolidated Portfolio Review Corp
New York
– -$400K -7,910 Closed
AT
906
American Trust
Kentucky
– -$292K -7,224 Closed
LCM
907
Logan Capital Management
Pennsylvania
– -$359K -7,109 Closed
SEI Investments
908
SEI Investments
Pennsylvania
– -$339K -6,704 Closed
HWM
909
HB Wealth Management
Georgia
– -$334K -6,602 Closed
GPA
910
Guidance Point Advisors
Massachusetts
– -$333K -6,593 Closed
TNB
911
Thomasville National Bank
Georgia
– -$330K -6,526 Closed
OWM
912
OneAscent Wealth Management
Alabama
– -$329K -6,518 Closed
BAM
913
Belpointe Asset Management
Nevada
– -$318K -6,293 Closed
CL
914
CIM LLC
New York
– -$316K -6,251 Closed
CCM
915
Crew Capital Management
Ohio
– -$311K -6,150 Closed
AUB
916
Atlantic Union Bankshares
Virginia
– -$311K -6,145 Closed
TA
917
TrueWealth Advisors
Alabama
– -$310K -6,142 Closed
SFS
918
Sowell Financial Services
Arkansas
– -$295K -5,834 Closed
CWM
919
Congress Wealth Management
Massachusetts
– -$282K -5,582 Closed
FS
920
Ferguson Shapiro
Georgia
– -$276K -5,464 Closed
AGP
921
Autumn Glory Partners
Texas
– -$272K -5,385 Closed
KF
922
Krilogy Financial
Missouri
– -$267K -5,280 Closed
FA
923
Fermata Advisors
California
– -$262K -5,178 Closed
GSC
924
Grey Street Capital
Illinois
– -$251K -4,958 Closed
PWW
925
Pettyjohn Wood & White
Virginia
– -$248K -4,910 Closed
35 36
37
38 39