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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
951
Stone House Investment Management
Pennsylvania
– -$6.92M -126,208 Closed
FPGK
952
Financial Partners Group (Kansas)
Kansas
– -$6.89M -126,160 Closed
SSWM
953
Smith Salley Wealth Management
North Carolina
– -$5.83M -106,629 Closed
BAM
954
Barrett Asset Management
New York
– -$3.91M -71,537 Closed
BHWM
955
Bay Harbor Wealth Management
Maryland
– -$3.76M -68,867 Closed
SAM
956
Silvercrest Asset Management
New York
– -$3.45M -63,060 Closed
LBC
957
Lowe Brockenbrough & Co
Virginia
– -$2.88M -52,746 Closed
CWMU
958
Caliber Wealth Management (Utah)
Utah
– -$2.58M -47,485 Closed
CRI
959
Colonial River Investments
Virginia
– -$2.58M -47,485 Closed
SWA
960
Sax Wealth Advisors
New Jersey
– -$2.3M -42,104 Closed
SBH
961
Segall Bryant & Hamill
Illinois
– -$2.09M -38,170 Closed
SP
962
Sarasin & Partners
United Kingdom
– -$1.9M -34,742 Closed
NI
963
NYL Investors
New York
– -$1.53M -28,094 Closed
I
964
INVST
Indiana
– -$1.53M -28,045 Closed
MCIA
965
Mountain Capital Investment Advisors
Colorado
– -$1.37M -25,115 Closed
FFS
966
Founders Financial Securities
Maryland
– -$1.33M -24,345 Closed
BCA
967
Biltmore Capital Advisors
New Jersey
– -$1.11M -20,278 Closed
MLM
968
Mount Lucas Management
Pennsylvania
– -$1.07M -19,563 Closed
BCM
969
BTR Capital Management
California
– -$1.07M -19,548 Closed
SLWA
970
San Luis Wealth Advisors
California
– -$844K -15,441 Closed
WA
971
Waverly Advisors
Alabama
– -$824K -15,224 Closed
VWM
972
Venturi Wealth Management
Texas
– -$826K -15,109 Closed
IA
973
IFG Advisory
Georgia
– -$794K -14,545 Closed
CFG
974
Cooper Financial Group
California
– -$729K -13,336 Closed
EFSCE
975
Enterprise Financial Services Corp (EFSC)
Missouri
– -$706K -12,928 Closed
37 38
39
40 41