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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
476
SWP Financial
California
$1.26M +$331K +6,268 +35%
FAM
477
Forte Asset Management
New York
$1.26M -$66.1K -1,250 -5%
ECM
478
Evergreen Capital Management
Washington
$1.25M -$4.97K -94 -0.4%
KWA
479
Kingswood Wealth Advisors
California
$1.25M +$83.2K +1,574 +7%
PAA
480
Peregrine Asset Advisers
Oregon
$1.24M -$3.91K -74 -0.3%
SFG
481
Strive Financial Group
Indiana
$1.24M -$4.23K -80 -0.3%
SWP
482
SIMA Wealth Partners
Virginia
$1.23M -$419K -7,930 -25%
AWM
483
Apex Wealth Management
New Hampshire
$1.22M +$1.23M +23,247 New
WIA
484
Westview Investment Advisors
Vermont
$1.22M – – –
AO
485
Advisor OS
Illinois
$1.21M +$1.9K +36 +0.2%
PBO
486
Peoples Bank (Ohio)
Ohio
$1.2M +$10.5K +199 +0.9%
SWM
487
Spire Wealth Management
Virginia
$1.2M +$54K +1,022 +5%
MWM
488
McCartney Wealth Management
Missouri
$1.2M +$35.2K +665 +3%
TAM
489
Titleist Asset Management
Texas
$1.18M +$1.19M +22,501 New
FA
490
Flagstar Advisors
New York
$1.18M -$53.9K -1,020 -4%
BCI
491
Brinker Capital Investments
Pennsylvania
$1.18M -$11.6M -220,365 -91%
ISWM
492
Independent Solutions Wealth Management
New York
$1.18M +$909K +17,199 +329%
EWA
493
EverSource Wealth Advisors
Alabama
$1.15M +$293K +5,548 +34%
PPG
494
Peak Planning Group
Colorado
$1.15M +$39.5K +748 +4%
NL
495
NWAM LLC
Washington
$1.15M -$4.55K -86 -0.4%
SFM
496
Signet Financial Management
New Jersey
$1.14M -$63K -1,191 -5%
CWMGP
497
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.13M +$1.14M +21,531 New
IC
498
IEQ Capital
California
$1.13M +$830K +15,698 +272%
MPWT
499
MassMutual Private Wealth & Trust
Connecticut
$1.12M -$34.5K -652 -3%
PL
500
Protective Life
Alabama
$1.09M +$1.1M +20,833 New
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