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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TSA
476
Tri-Star Advisors
Texas
$1.02M -$5.37M -101,789 -84%
FWP
477
FAS Wealth Partners
Kansas
$1M -$242K -4,600 -19%
OWA
478
Octavia Wealth Advisors
Ohio
$999K -$131K -2,485 -11%
KWA
479
KCS Wealth Advisory
California
$998K – – –
SFA
480
Semmax Financial Advisors
North Carolina
$996K -$530K -10,054 -34%
T
481
TNF
Montana
$995K -$405K -7,675 -28%
CWM
482
Cabot Wealth Management
Massachusetts
$985K +$10.3K +196 +1%
SA
483
SL Advisors
New Jersey
$984K – – –
SRC
484
Sage Rhino Capital
California
$983K – – –
EH
485
Equitable Holdings
New York
$982K -$47.1K -893 -4%
IIC
486
Integrated Investment Consultants
Michigan
$978K -$373K -7,070 -27%
PSUF
487
People's United Financial
Connecticut
$966K -$151K -2,872 -13%
3F
488
360 Financial
Minnesota
$961K – – –
BFA
489
Beaumont Financial Advisors
Massachusetts
$960K +$63.1K +1,197 +7%
DIA
490
Dana Investment Advisors
Wisconsin
$960K +$77.4K +1,469 +9%
IWM
491
IHT Wealth Management
Illinois
$959K -$165K -3,132 -14%
PIMG
492
Patriot Investment Management Group
Tennessee
$958K -$621K -11,780 -39%
WP
493
WealthPLAN Partners
Nebraska
$958K -$32.7K -621 -3%
WIM
494
WealthPlan Investment Management
Nebraska
$958K +$992K +18,825 New
KP
495
Keel Point
Alabama
$957K +$44.8K +849 +5%
NL
496
NWAM LLC
Washington
$952K +$477K +9,048 +97%
GWAM
497
Guardian Wealth Advisors (Minnesota)
Minnesota
$951K -$47K -891 -5%
CA
498
CGN Advisors
Kansas
$940K +$308K +5,835 +47%
RPCA
499
Running Point Capital Advisors
California
$933K +$104K +1,971 +12%
FLA
500
Financial Life Advisors
Texas
$931K +$46.7K +886 +5%
18 19
20
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