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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
326
Rathbones Group
United Kingdom
$2.95M -$275K -5,393 -9%
DWM
327
Diversify Wealth Management
Utah
$2.92M +$2.87M +56,245 New
EP
328
Edgestream Partners
New Jersey
$2.88M +$395K +7,747 +16%
AA
329
Alesco Advisors
New York
$2.85M +$222K +4,358 +8%
AC
330
Abbrea Capital
California
$2.84M -$25.5K -500 -0.9%
VFPW
331
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.78M +$58.6K +1,149 +2%
HAIM
332
Hunter Associates Investment Management
Pennsylvania
$2.77M -$54.8K -1,074 -2%
IAG
333
Investment Advisory Group
Massachusetts
$2.76M -$38.7K -759 -1%
CSPIA
334
Cary Street Partners Investment Advisory
Virginia
$2.73M -$163K -3,195 -6%
AWM
335
Aries Wealth Management
Maine
$2.72M – – –
GAM
336
Gemmer Asset Management
California
$2.7M +$14.8K +290 +0.6%
SWP
337
SIMA Wealth Partners
Virginia
$2.69M +$2.68M +52,594 New
ODIJL
338
One Day In July LLC
Vermont
$2.68M -$4.79K -94 -0.2%
JWBC
339
J.W. Burns & Co
New York
$2.66M -$69.4K -1,360 -3%
AG
340
Ascent Group
Virginia
$2.64M +$222K +4,347 +9%
AWE
341
Avidian Wealth Enterprises
Texas
$2.63M -$198K -3,872 -7%
SIA
342
SeaBridge Investment Advisors
New Jersey
$2.56M +$206K +4,035 +9%
BMCM
343
Bryn Mawr Capital Management
Pennsylvania
$2.55M +$91.7K +1,798 +4%
FWM
344
Forza Wealth Management
Florida
$2.53M – – –
JSL
345
JT Stratford LLC
Georgia
$2.51M +$21.5K +421 +0.9%
BIA
346
Bigelow Investment Advisors
Maine
$2.5M +$30.1K +591 +1%
WFAG
347
Wescott Financial Advisory Group
Pennsylvania
$2.49M -$25.4K -498 -1%
AG
348
AlTi Global
New York
$2.47M – – –
NA
349
NewEdge Advisors
Louisiana
$2.46M +$78.2K +1,532 +3%
DSC
350
Duncker Streett & Co
Missouri
$2.45M -$1.02M -20,000 -29%
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