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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$1.1M +$108 +2 +0%
SWA
427
Sutton Wealth Advisors
Florida
$1.07M +$187K +3,476 +22%
PGAM
428
Princeton Global Asset Management
New Jersey
$1.07M +$67.5K +1,253 +7%
WIA
429
Wealthstreet Investment Advisors
Texas
$1.05M +$6.89K +128 +0.7%
HI
430
Horizon Investments
North Carolina
$1.05M -$134K -2,492 -11%
FHB
431
First Hawaiian Bank
Hawaii
$1.05M -$309K -5,732 -23%
WA
432
Waverly Advisors
Alabama
$1.05M +$1.03M +19,039 New
COF
433
Capital One Financial
Virginia
$1.04M -$4.58K -85 -0.4%
SA
434
SL Advisors
New Jersey
$1.04M – – –
AT
435
Arden Trust
Delaware
$1.04M -$193K -3,591 -16%
MWM
436
Mattern Wealth Management
Kansas
$1.03M +$193K +3,575 +23%
MLM
437
Mount Lucas Management
Pennsylvania
$1.03M +$1.02M +18,843 New
CAS
438
Cascadia Advisory Services
Oregon
$1.03M +$1.01M +18,801 New
MIC
439
Meridian Investment Counsel
California
$1.02M – – –
CG
440
Colony Group
Massachusetts
$999K -$85K -1,578 -8%
PA
441
Parallel Advisors
California
$997K -$312K -5,797 -24%
BAM
442
Belpointe Asset Management
Nevada
$993K +$518K +9,619 +113%
FLA
443
Financial Life Advisors
Texas
$988K +$93.2K +1,730 +11%
PWMAG
444
Pinnacle Wealth Management Advisory Group
New Jersey
$982K -$3.77K -70 -0.4%
BMM
445
Berkshire Money Management
Massachusetts
$982K – – –
AA
446
Alesco Advisors
New York
$978K -$151K -2,810 -14%
BAAM
447
Baker Avenue Asset Management
California
$968K -$377 -7 -0%
RIA
448
Regal Investment Advisors
Michigan
$966K +$951K +17,656 New
APSP
449
Asset Planning Services (Pennsylvania)
Pennsylvania
$960K +$514K +9,550 +119%
VAS
450
Vestmark Advisory Solutions
Massachusetts
$958K +$253K +4,688 +37%
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