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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
Ameliora Wealth Management
Switzerland
$2.83M -$618K -12,085 -18%
AWE
327
Avidian Wealth Enterprises
Texas
$2.83M +$24.6K +481 +0.9%
IAG
328
Investment Advisory Group
Massachusetts
$2.8M +$6.7K +131 +0.2%
BCI
329
Brinker Capital Investments
Pennsylvania
$2.76M +$1.69M +32,990 +158%
OPS
330
Orion Portfolio Solutions
Nebraska
$2.76M +$1.69M +32,990 +158%
JWBC
331
J.W. Burns & Co
New York
$2.73M -$125K -2,450 -4%
VFPW
332
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.72M +$57.7K +1,127 +2%
AWM
333
Aries Wealth Management
Maine
$2.72M -$527K -10,307 -16%
RWIA
334
Roger Wittlin Investment Advisory
California
$2.7M -$2.09M -40,893 -44%
ODIJL
335
One Day In July LLC
Vermont
$2.69M +$57.2K +1,117 +2%
GAM
336
Gemmer Asset Management
California
$2.69M +$111K +2,164 +4%
PFS
337
Prospera Financial Services
Texas
$2.66M +$722K +14,104 +37%
AA
338
Alesco Advisors
New York
$2.63M -$179K -3,490 -6%
ANTB
339
AMG National Trust Bank
Colorado
$2.63M -$72.1K -1,410 -3%
CWMU
340
Caliber Wealth Management (Utah)
Utah
$2.62M +$2.61M +51,006 New
TPW
341
Transatlantique Private Wealth
New York
$2.6M +$869K +16,993 +50%
LNC
342
Lincoln National Corp
Pennsylvania
$2.54M +$580K +11,345 +30%
FWM
343
Forza Wealth Management
Florida
$2.53M – – –
WFAG
344
Wescott Financial Advisory Group
Pennsylvania
$2.52M -$2.61K -51 -0.1%
JSL
345
JT Stratford LLC
Georgia
$2.49M +$147K +2,880 +6%
EP
346
Edgestream Partners
New Jersey
$2.49M +$487K +9,524 +24%
GCA
347
Gradient Capital Advisors
California
$2.48M +$216K +4,230 +10%
AG
348
AlTi Global
New York
$2.47M +$1.58M +30,937 +179%
BIA
349
Bigelow Investment Advisors
Maine
$2.47M +$303K +5,914 +14%
BMCM
350
Bryn Mawr Capital Management
Pennsylvania
$2.46M +$192K +3,752 +8%
12 13
14
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