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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
926
Harbor Investment Advisory
Maryland
$44.9K +$26.5K +500 +143%
BFP
927
Birchwood Financial Partners
Minnesota
$44.9K +$45K +850 New
DWM
928
Darwin Wealth Management
Florida
$44.7K +$635 +12 +1%
MIFH
929
Migdal Insurance & Financial Holdings
Israel
$43K – – –
KSB
930
Kennebec Savings Bank
Maine
$42.8K – – –
BC
931
Barrett & Company
Rhode Island
$42.3K – – –
KBFS
932
Kohmann Bosshard Financial Services
Ohio
$39.3K +$39.3K +743 New
CWM
933
Copia Wealth Management
Oregon
$39.3K – – –
BONH
934
Bank of New Hampshire
New Hampshire
$36.5K – – –
CSC
935
Caldwell Sutter Capital
California
$36.1K – – –
APW
936
Aventura Private Wealth
Florida
$34.3K – – –
GFA
937
Godfrey Financial Associates
New York
$34.1K +$34.1K +645 New
ME
938
McIlrath & Eck
Washington
$31.9K – – –
RFP
939
Root Financial Partners
California
$30.8K -$7.94K -150 -20%
CHC
940
City Holding Co
West Virginia
$29.6K – – –
PWAM
941
Private Wealth Asset Management
Iowa
$29.5K – – –
PP
942
PFS Partners
New Jersey
$27.1K – – –
BCM
943
Boreal Capital Management
Florida
$26.5K – – –
RDFA
944
Ritter Daniher Financial Advisory
Ohio
$26.4K – – –
RAM
945
Reflection Asset Management
South Carolina
$26.2K +$26.3K +496 New
GIP
946
Granite Investment Partners
California
$25.2K – – –
MCM
947
Manchester Capital Management
Vermont
$24.7K +$24.7K +467 New
ITIM
948
Indiana Trust & Investment Management
Indiana
$24.4K – – –
BLC
949
Brown, Lisle/Cummings
Rhode Island
$23.8K – – –
TBFA
950
Three Bearings Fiduciary Advisors
New Hampshire
$23.4K +$23.3K +440 New
36 37
38
39 40