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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
326
Heck Capital Advisors
Wisconsin
$520K +$177K +2,926 +50%
SP
327
Successful Portfolios
Florida
$518K +$10.3K +171 +2%
BRWA
328
B. Riley Wealth Advisors
Florida
$517K +$213K +3,525 +68%
FWP
329
FAS Wealth Partners
Kansas
$516K -$17.7K -293 -3%
SSB
330
Sandy Spring Bank
Maryland
$503K – – –
SW
331
SVB Wealth
Massachusetts
$502K -$33.9K -560 -6%
SXL
332
Summit X LLC
Missouri
$501K -$220K -3,638 -30%
BAM
333
Barrett Asset Management
New York
$497K – – –
TF
334
TimeScale Financial
Massachusetts
$490K +$423 +7 +0.1%
WWM
335
Western Wealth Management
Colorado
$478K -$30.1K -498 -6%
NB
336
Nicolet Bankshares
Wisconsin
$476K -$64.4K -1,065 -12%
PG
337
Prostatis Group
Maryland
$475K -$273K -4,515 -36%
BFS
338
Bickling Financial Services
Massachusetts
$469K -$40.6K -671 -8%
FWM
339
Foresight Wealth Management
Utah
$450K -$426K -7,040 -48%
SBL
340
Sargent Bickham Lagudis
Colorado
$448K – – –
EWM
341
Endurance Wealth Management
Rhode Island
$445K +$12.2K +201 +3%
PAS
342
Park Avenue Securities
New York
$442K -$60.7K -1,004 -12%
RPCA
343
Running Point Capital Advisors
California
$442K +$451K +7,454 New
OAM
344
Oppenheimer Asset Management
New York
$438K +$23.1K +382 +5%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$437K -$36.9K -610 -8%
SI
346
Shaker Investments
Ohio
$437K +$484 +8 +0.1%
IF
347
Intrua Financial
Texas
$437K +$444K +7,334 New
GA
348
Greytown Advisors
Florida
$427K +$436K +7,208 New
PCIA
349
Prime Capital Investment Advisors
Kansas
$422K -$123K -2,027 -22%
SCG
350
Sonata Capital Group
Washington
$421K – – –
12 13
14
15 16