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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
326
Whittier Trust
California
$3M -$99K -1,876 -3%
PGAM
327
Princeton Global Asset Management
New Jersey
$2.95M +$256K +4,854 +10%
ODIJL
328
One Day In July LLC
Vermont
$2.94M +$99.7K +1,889 +4%
AC
329
AlphaCore Capital
California
$2.87M -$26.4K -501 -0.9%
IFG
330
Independent Financial Group
California
$2.87M -$1.04M -19,782 -27%
EP
331
Edgestream Partners
New Jersey
$2.85M +$461K +8,739 +19%
WAOTB
332
Wealth Advisors of Tampa Bay
Florida
$2.84M – – –
FCM
333
Fire Capital Management
California
$2.84M +$541K +10,258 +24%
VFPW
334
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.84M +$308K +5,842 +12%
KPWS
335
Kestra Private Wealth Services
Texas
$2.82M +$763K +14,459 +37%
YIA
336
YHB Investment Advisors
Connecticut
$2.82M -$2.43M -46,088 -46%
LG
337
LaFleur & Godfrey
Michigan
$2.82M +$1.4M +26,575 +100%
CA
338
Clearstead Advisors
Ohio
$2.82M +$902K +17,091 +47%
P
339
&Partners
Tennessee
$2.77M +$701K +13,290 +34%
FAIM
340
Financial Advocates Investment Management
Washington
$2.73M -$343K -6,495 -11%
GAM
341
Gemmer Asset Management
California
$2.72M -$1.69K -32 -0.1%
AG
342
AlTi Global
New York
$2.71M – – –
EGA
343
E&G Advisors
Texas
$2.71M +$6.86K +130 +0.3%
CCA
344
Cobblestone Capital Advisors
New York
$2.68M +$327K +6,190 +14%
BCM
345
Becker Capital Management
Oregon
$2.67M +$168K +3,183 +7%
PGFC
346
Peapack-Gladstone Financial Corp
New Jersey
$2.65M -$204K -3,870 -7%
AWM
347
Aries Wealth Management
Maine
$2.64M +$25K +473 +1%
CWM
348
Cabot Wealth Management
Massachusetts
$2.64M +$214K +4,062 +9%
RPCA
349
Running Point Capital Advisors
California
$2.6M -$31.2K -591 -1%
1IA
350
1620 Investment Advisors
Massachusetts
$2.56M +$43.2K +818 +2%
12 13
14
15 16