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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
476
Sunbelt Securities
Texas
$805K +$793K +14,715 New
CWM
477
Calamos Wealth Management
Illinois
$802K +$417K +7,741 +112%
AAS
478
Annex Advisory Services
Wisconsin
$788K – – –
VWM
479
Venturi Wealth Management
Texas
$788K +$776K +14,412 New
BFA
480
Beaumont Financial Advisors
Massachusetts
$787K -$2.04M -37,807 -72%
SFFS
481
Stonehage Fleming Financial Services
Jersey
$781K +$769K +14,280 New
SP
482
Successful Portfolios
Florida
$779K +$767K +14,237 New
AUB
483
Atlantic Union Bankshares
Virginia
$775K -$700 -13 -0.1%
FCA
484
FinTrust Capital Advisors
South Carolina
$775K +$595K +11,041 +355%
SWP
485
Stratos Wealth Partners
Ohio
$768K +$7.43K +138 +1%
AC
486
Apella Capital
Connecticut
$754K +$1.19K +22 +0.2%
SB
487
Strategic Blueprint
Georgia
$753K +$742K +13,765 New
BS
488
Banco Santander
Spain
$750K – – –
AAS
489
Avantax Advisory Services
Texas
$747K -$61.3K -1,137 -8%
LWP
490
Legacy Wealth Planning
Nevada
$740K -$19.4K -360 -3%
HIS
491
Horizon Investment Services
Indiana
$738K -$71.2K -1,321 -9%
TCPWM
492
Traverso Chambers Private Wealth Management
California
$734K -$13K -241 -2%
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$731K -$320K -5,936 -31%
SI
494
Shaker Investments
Ohio
$730K +$54 +1 +0%
CAM
495
Caprin Asset Management
Virginia
$724K -$50.8K -943 -7%
WA
496
Winfield Associates
Ohio
$722K -$399K -7,410 -36%
VAG
497
VisionPoint Advisory Group
Texas
$712K -$112K -2,088 -14%
VWA
498
V Wealth Advisors
Kansas
$700K +$126K +2,342 +22%
DI
499
Disciplined Investments
Oklahoma
$685K – – –
FHA
500
First Horizon Advisors
Tennessee
$678K +$310K +5,754 +87%
18 19
20
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