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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
426
Seaside Wealth Management
California
$292K – – –
EIG
427
Ellenbecker Investment Group
Wisconsin
$285K -$114K -2,157 -29%
BCI
428
Brinker Capital Investments
Pennsylvania
$278K -$260K -4,935 -49%
OPS
429
Orion Portfolio Solutions
Nebraska
$278K -$260K -4,935 -49%
SWA
430
Sax Wealth Advisors
New Jersey
$276K +$271K +5,134 New
TSWM
431
Tyler-Stone Wealth Management
Ohio
$273K +$134K +2,542 +100%
AWA
432
Acorn Wealth Advisors
Michigan
$271K – – –
CC
433
Courier Capital
New York
$270K – – –
LF
434
Lee Financial
Texas
$270K – – –
EAM
435
Evanson Asset Management
California
$269K – – –
AWM
436
AE Wealth Management
Kansas
$268K +$24.3K +460 +10%
LIM
437
Leavell Investment Management
Alabama
$267K +$262K +4,975 New
VCP
438
Verus Capital Partners
Arizona
$264K +$259K +4,916 New
RW
439
Rede Wealth
Virginia
$263K -$7.86K -149 -3%
AA
440
Apriem Advisors
California
$263K -$10.3K -195 -4%
PIA
441
Perennial Investment Advisors
California
$263K +$258K +4,891 New
LNB
442
Ledyard National Bank
$262K – – –
BB
443
Berkshire Bank
Massachusetts
$261K – – –
BFW
444
Brady Family Wealth
Missouri
$261K -$16.6K -314 -6%
WDC
445
Woodward Diversified Capital
California
$259K +$8.86K +168 +4%
CWM
446
Congress Wealth Management
Massachusetts
$255K +$31K +588 +14%
SW
447
Simplicity Wealth
New Jersey
$251K +$247K +4,679 New
EH
448
Equitable Holdings
New York
$247K +$19.6K +371 +9%
GCA
449
Gradient Capital Advisors
California
$243K +$238K +4,518 New
BAM
450
Berkshire Asset Management
Pennsylvania
$238K – – –
16 17
18
19 20