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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
Chapman Financial Group
Hawaii
$85K +$85.5K +1,618 New
EWA
902
Elevate Wealth Advisory
Georgia
$80.6K – – –
GFA
903
Godfrey Financial Associates
New York
$79K +$45.4K +859 +133%
TF
904
Tompkins Financial
New York
$77.4K – – –
CFSG
905
Community Financial Services Group
Vermont
$73.4K +$74K +1,400 New
PPC
906
Park Place Capital
Alabama
$67.3K -$177K -3,347 -72%
LWCFA
907
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$66.8K – – –
CPG
908
Cornerstone Planning Group
New Jersey
$66.5K +$47.6K +901 +244%
SNB
909
Security National Bank
Nebraska
$65.4K – – –
BNA
910
BankChampaign National Association
Illinois
$64.9K -$56.5K -1,068 -46%
HA
911
Hyposwiss Advisors
$63K -$9.52K -180 -13%
MWA
912
Merkkuri Wealth Advisors
New York
$61.7K +$62.1K +1,174 New
BA
913
Bard Associates
Illinois
$61.7K -$687 -13 -1%
AUB
914
Atlantic Union Bankshares
Virginia
$61.4K +$476 +9 +0.8%
VWM
915
Valley Wealth Managers
New Jersey
$60.2K +$2.11K +40 +4%
FFA
916
Founders Financial Alliance
North Carolina
$59.4K +$106 +2 +0.2%
TIM
917
Thompson Investment Management
Wisconsin
$58.4K – – –
AWM
918
Abound Wealth Management
Tennessee
$57.4K +$423 +8 +0.7%
FDCDDQ
919
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.2K -$32K -605 -36%
FCMT
920
Founders Capital Management (Texas)
Texas
$54.7K – – –
DWP
921
Destiny Wealth Partners
Florida
$54.6K +$54.9K +1,039 New
MAS
922
MPWM Advisory Solutions
Georgia
$53.4K – – –
NEWAS
923
N.E.W. Advisory Services
Wisconsin
$52.4K – – –
KFI
924
Key Financial Inc
Pennsylvania
$52.2K +$740 +14 +1%
RP
925
Rice Partnership
Hawaii
$51.5K – – –
35 36
37
38 39