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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
426
Visionary Wealth Advisors
Illinois
$1.39M +$900K +17,638 +185%
MFIM
427
Mesirow Financial Investment Management
Illinois
$1.39M -$64.3K -1,260 -4%
AWA
428
Arkadios Wealth Advisors
Georgia
$1.38M +$293K +5,748 +27%
SM
429
Sweeney & Michel
California
$1.38M +$9.39K +184 +0.7%
BP
430
Ballentine Partners
Massachusetts
$1.37M – – –
CA
431
Clearstead Advisors
Ohio
$1.37M +$1.36M +26,684 New
PWM
432
Perigon Wealth Management
California
$1.37M -$34.8K -682 -2%
RIL
433
Rothschild Investment LLC
Illinois
$1.36M -$88K -1,726 -6%
PAA
434
Peregrine Asset Advisers
Oregon
$1.35M -$7.24K -142 -0.5%
AWM
435
Axxcess Wealth Management
California
$1.34M +$373K +7,320 +39%
SFS
436
Strategic Financial Services
New York
$1.33M – – –
SL
437
SWMG LLC
Texas
$1.33M +$691K +13,545 +109%
SWP
438
Strategic Wealth Partners
Ohio
$1.31M -$153K -2,998 -10%
PBO
439
Peoples Bank (Ohio)
Ohio
$1.3M +$19.3K +379 +2%
CWM
440
Calamos Wealth Management
Illinois
$1.29M -$622K -12,201 -33%
BMC
441
Bear Mountain Capital
Washington
$1.29M -$208K -4,075 -14%
YDMI
442
Y.D. More Investments
Israel
$1.27M – – –
AWM
443
Aprio Wealth Management
Georgia
$1.27M -$42.4K -832 -3%
FNBT
444
FineMark National Bank & Trust
Florida
$1.26M -$107K -2,100 -8%
ISL
445
Ingalls & Snyder LLC
New York
$1.26M – – –
SWM
446
Spire Wealth Management
Virginia
$1.26M -$310K -6,078 -20%
NFG
447
Northeast Financial Group
Pennsylvania
$1.22M -$97.1K -1,903 -7%
WHC
448
Wulff, Hansen & Co
California
$1.21M -$727K -14,255 -38%
DL
449
DOHJ LLC
Washington
$1.21M +$225K +4,403 +23%
NPT
450
National Philanthropic Trust
Pennsylvania
$1.21M -$256K -5,021 -18%
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