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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
451
Mittelman Wealth Management
Massachusetts
$1.33M -$1.19M -22,848 -47%
QS
452
Quantitative Strategies
California
$1.33M +$272K +5,226 +25%
PFS
453
Prospera Financial Services
Texas
$1.33M +$135K +2,599 +11%
GC
454
Gilbert & Cook
Iowa
$1.33M -$1.27M -24,338 -49%
GGI
455
Godsey & Gibb Inc
Virginia
$1.33M +$147K +2,831 +12%
RCAG
456
Rehmann Capital Advisory Group
Michigan
$1.32M +$353K +6,799 +36%
PAA
457
Peregrine Asset Advisers
Oregon
$1.32M -$49.4K -950 -4%
CFS
458
Coordinated Financial Services
Colorado
$1.32M +$1.32M +25,473 New
YDMI
459
Y.D. More Investments
Israel
$1.3M +$17.9K +345 +1%
AO
460
Advisor OS
Illinois
$1.3M +$125K +2,399 +11%
FNBT
461
FineMark National Bank & Trust
Florida
$1.29M -$75.3K -1,448 -5%
VT
462
Vise Technologies
New York
$1.29M +$14.9K +287 +1%
GFM
463
GEN Financial Management
Minnesota
$1.25M +$1.26M +24,234 New
ECM
464
Evergreen Capital Management
Washington
$1.23M -$348K -6,697 -22%
SWM
465
Spire Wealth Management
Virginia
$1.23M -$46.6K -896 -4%
XPN
466
XY Planning Network
Montana
$1.22M +$1.23M +23,661 New
GWMR
467
GC Wealth Management RIA
Massachusetts
$1.22M -$201K -3,865 -14%
PPA
468
Pacific Point Advisors
California
$1.22M +$1.22M +23,476 New
PBO
469
Peoples Bank (Ohio)
Ohio
$1.22M +$21.9K +421 +2%
NPT
470
National Philanthropic Trust
Pennsylvania
$1.21M -$31.3K -603 -3%
NGA
471
Naples Global Advisors
Florida
$1.21M +$278K +5,350 +30%
BPW
472
Bingham Private Wealth
California
$1.19M +$1.2M +23,022 New
SWP
473
Strategic Wealth Partners
Ohio
$1.18M -$87.2K -1,678 -7%
CWM
474
Calamos Wealth Management
Illinois
$1.16M – – –
KPWS
475
Kestra Private Wealth Services
Texas
$1.15M +$384K +7,394 +49%
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