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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
276
Wealthstar Advisors
Texas
$5.59M +$5.58M +101,797 New
PT
277
Plimoth Trust
Massachusetts
$5.58M -$290K -5,297 -5%
SFG
278
Sovereign Financial Group
Connecticut
$5.54M – – –
AWM
279
Aries Wealth Management
Maine
$5.51M +$290K +5,290 +6%
EDRIA
280
Edmonds Duncan Registered Investment Advisors
Kansas
$5.35M +$418K +7,630 +8%
PP
281
Prosperity Planning
Missouri
$5.29M +$5.29M +96,467 New
LWM
282
Liberty Wealth Management
California
$5.22M +$1.62M +29,608 +45%
RC
283
Roundview Capital
New Jersey
$5.19M +$31.8K +581 +0.6%
AF
284
Arrow Financial
New York
$5.15M -$42K -766 -0.8%
PRS
285
Pinkerton Retirement Specialists
Idaho
$5.15M +$5.14M +93,903 New
PWPCM
286
Perella Weinberg Partners Capital Management
New York
$5.11M – – –
CAG
287
Csenge Advisory Group
Florida
$5.03M +$272K +4,963 +6%
DSC
288
Duncker Streett & Co
Missouri
$5M – – –
SAM
289
Strategy Asset Managers
California
$4.97M +$732K +13,370 +17%
WCM
290
Wunderlich Capital Managemnt
Tennessee
$4.94M -$12.5K -229 -0.3%
PPSG
291
Princeton Portfolio Strategies Group
New Jersey
$4.94M +$2.31M +42,250 +88%
MCP
292
Martin Capital Partners
Oregon
$4.89M +$378K +6,891 +8%
VFA
293
Voya Financial Advisors
Connecticut
$4.85M -$3.25M -59,351 -40%
DADC
294
D.A. Davidson & Co
Montana
$4.71M +$34.9K +637 +0.7%
IA
295
IFP Advisors
Florida
$4.68M -$511K -9,332 -10%
BSA
296
Bull Street Advisors
Georgia
$4.64M -$49.3K -900 -1%
IA
297
IFS Advisors
Kansas
$4.61M +$16.2K +295 +0.4%
CWS
298
Cypress Wealth Services
California
$4.52M -$1.97M -35,999 -30%
SWM
299
SigFig Wealth Management
California
$4.52M +$1.05M +19,168 +30%
FNBOSM
300
First National Bank of South Miami
Florida
$4.48M +$773K +14,116 +21%
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