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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
326
Hunter Associates Investment Management
Pennsylvania
$3.57M -$219K -4,000 -6%
RA
327
RFG Advisory
Alabama
$3.51M +$366K +6,683 +12%
KWM
328
Kingsview Wealth Management
Oregon
$3.51M +$718K +13,106 +26%
GCA
329
Gradient Capital Advisors
California
$3.46M +$54.2K +989 +2%
HWAM
330
Hennion & Walsh Asset Management
New Jersey
$3.46M +$527K +9,625 +18%
PA
331
Pinnacle Associates
New York
$3.46M +$74.8K +1,365 +2%
4WM
332
4J Wealth Management
Virginia
$3.45M +$58.5K +1,068 +2%
SAM
333
Silvercrest Asset Management
New York
$3.45M +$3.45M +63,060 New
SFG
334
Summit Financial Group
West Virginia
$3.4M +$563K +10,279 +20%
CGFA
335
Colton Groome Financial Advisors
North Carolina
$3.39M +$564K +10,297 +20%
FBA
336
Front Barnett Associates
Illinois
$3.37M -$204K -3,729 -6%
BHB
337
Bank Hapoalim BM
Israel
$3.33M – – –
GWM
338
Geneos Wealth Management
Colorado
$3.33M +$1.6M +29,209 +92%
HCP
339
Holt Capital Partners
Texas
$3.29M – – –
AIM
340
Aspen Investment Management
Michigan
$3.29M +$4.05K +74 +0.1%
NFG
341
Next Financial Group
Texas
$3.28M -$236K -4,303 -7%
SWP
342
Stratos Wealth Partners
Ohio
$3.25M -$436K -7,966 -12%
WA
343
Winfield Associates
Ohio
$3.21M +$65.7K +1,199 +2%
LWM
344
Liberty Wealth Management
California
$3.19M -$2.02M -36,867 -39%
JWS
345
Juncture Wealth Strategies
Arizona
$3.19M +$315K +5,755 +11%
DWM
346
Dakota Wealth Management
Florida
$3.15M -$37.1K -678 -1%
ECM
347
Evergreen Capital Management
Washington
$3.11M – – –
SMG
348
Spectrum Management Group
Indiana
$3.06M -$2.97M -54,165 -49%
WCM
349
Washington Capital Management
Washington
$2.97M +$2.98M +54,418 New
ECA
350
Elevated Capital Advisors
Utah
$2.97M +$2.97M +54,276 New
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