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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
501
Horizon Investments
North Carolina
$1.17M +$1.18M +21,423 New
VC
502
Veracity Capital
Georgia
$1.16M +$221K +4,022 +23%
HCIA
503
Hochman Cole Investment Advisors
Illinois
$1.15M – – –
WIA
504
Wealthstreet Investment Advisors
Texas
$1.14M – – –
MHS
505
M Holdings Securities
Oregon
$1.13M -$287K -5,220 -20%
PWA
506
Physician Wealth Advisors
Utah
$1.13M +$5.38K +98 +0.5%
NL
507
NWAM LLC
Washington
$1.12M +$656K +11,946 +139%
BFA
508
Beaumont Financial Advisors
Massachusetts
$1.12M +$365K +6,638 +48%
IAA
509
Ironsides Asset Advisors
North Carolina
$1.11M -$124K -2,250 -10%
BWM
510
Baystate Wealth Management
Massachusetts
$1.11M +$438K +7,974 +65%
LB
511
Legacy Bridge
Iowa
$1.11M +$1.12M +20,315 New
WSTAM
512
Wilbanks Smith & Thomas Asset Management
Virginia
$1.08M +$4.56K +83 +0.4%
MLM
513
Mount Lucas Management
Pennsylvania
$1.08M +$38.3K +697 +4%
AA
514
Alesco Advisors
New York
$1.07M +$8.24K +150 +0.8%
BWAM
515
Boyd Watterson Asset Management
Ohio
$1.06M +$25.3K +461 +2%
PFS
516
Prospera Financial Services
Texas
$1.06M +$164K +2,987 +18%
KWA
517
KCS Wealth Advisory
California
$1.06M – – –
SA
518
SL Advisors
New Jersey
$1.04M – – –
SWA
519
Sutton Wealth Advisors
Florida
$1.03M -$7.85K -143 -0.8%
MIC
520
Meridian Investment Counsel
California
$1.02M – – –
3F
521
360 Financial
Minnesota
$1.02M +$55 +1 +0%
NFP
522
Novak Financial Planning
Maryland
$1.01M +$455K +8,286 +81%
PWM
523
Perigon Wealth Management
California
$993K -$63.6K -1,159 -6%
TPA
524
Trivium Point Advisory
Connecticut
$990K +$304K +5,530 +44%
FFS
525
Founders Financial Securities
Maryland
$989K -$29.2K -532 -3%
19 20
21
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