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iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
451
Obermeyer Wealth Partners
Colorado
$307K – – –
PWW
452
Pettyjohn Wood & White
Virginia
$306K +$5.24K +100 +2%
SAM
453
SignalPoint Asset Management
Missouri
$300K +$305K +5,815 New
MM
454
Meridian Management
Arkansas
$291K +$524 +10 +0.2%
SWM
455
Seaside Wealth Management
California
$280K – – –
GWA
456
Genesis Wealth Advisors
Massachusetts
$277K +$281K +5,373 New
RFO
457
RiverGlades Family Offices
Florida
$274K +$64.2K +1,225 +30%
RF
458
Rossby Financial
Florida
$274K +$279K +5,324 New
MSAM
459
Moloney Securities Asset Management
Missouri
$271K +$275K +5,254 New
LF
460
Lee Financial
Texas
$270K +$11.9K +227 +5%
ALA
461
Atlas Legacy Advisors
California
$268K +$272K +5,196 New
CWM
462
Congress Wealth Management
Massachusetts
$266K +$21.7K +414 +9%
VCP
463
Verus Capital Partners
Arizona
$263K +$9.85K +188 +4%
EAM
464
Evanson Asset Management
California
$263K +$4.5K +86 +2%
TSWM
465
Tyler-Stone Wealth Management
Ohio
$262K – – –
RFC
466
Regions Financial Corp
Alabama
$262K +$54.7K +1,045 +26%
LIM
467
Leavell Investment Management
Alabama
$260K +$3.93K +75 +2%
AWA
468
Acorn Wealth Advisors
Michigan
$260K – – –
CST
469
Charles Schwab Trust
Nevada
$259K -$97.8K -1,867 -27%
RW
470
Rede Wealth
Virginia
$257K +$4.97K +95 +2%
WAP
471
Wealthcare Advisory Partners
Pennsylvania
$255K +$259K +4,943 New
CAG
472
Crestwood Advisors Group
Massachusetts
$253K -$47.7K -911 -16%
SWA
473
Stratos Wealth Advisors
Ohio
$253K -$254K -4,841 -50%
AA
474
Apriem Advisors
California
$253K +$314 +6 +0.1%
LNB
475
Ledyard National Bank
$252K – – –
17 18
19
20 21