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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
501
Merit Financial Group
Georgia
$850K +$410K +8,288 +94%
IWM
502
IHT Wealth Management
Illinois
$850K -$352K -7,116 -29%
HI
503
Harbour Investments
Wisconsin
$842K -$22.2K -448 -3%
AIA
504
Avalon Investment & Advisory
Texas
$839K +$834K +16,836 New
SWM
505
Stockman Wealth Management
Montana
$835K -$216K -4,360 -21%
TPA
506
Trivium Point Advisory
Connecticut
$830K +$819K +16,550 New
1IA
507
1620 Investment Advisors
Massachusetts
$828K +$264K +5,325 +47%
AIM
508
Alhambra Investment Management
Florida
$825K +$39.6K +800 +5%
C1AG
509
Client 1st Advisory Group
Florida
$822K -$196K -3,963 -19%
HPM
510
Hudson Portfolio Management
New York
$816K -$896K -18,090 -52%
PHS
511
Pekin Hardy Strauss
Illinois
$805K -$363K -7,330 -31%
OFG
512
Omega Financial Group
California
$792K – – –
SC
513
Saiph Capital
New Jersey
$786K -$190K -3,846 -20%
SWM
514
SigFig Wealth Management
California
$747K +$213K +4,311 New
CSIA
515
Charles Schwab Investment Advisory
California
$740K -$296K -5,985 -29%
SPW
516
Sonoma Private Wealth
California
$737K +$733K +14,801 New
VCA
517
Verdence Capital Advisors
Maryland
$726K +$644 +13 +0.1%
WIM
518
WealthPlan Investment Management
Nebraska
$716K -$31.4K -634 -4%
WP
519
WealthPLAN Partners
Nebraska
$715K +$706K +14,261 New
WIA
520
World Investment Advisors
California
$712K -$34.1K -689 -5%
CWP
521
CFM Wealth Partners
Texas
$704K – – –
BWM
522
Baystate Wealth Management
Massachusetts
$703K -$1.53K -31 -0.2%
SFG
523
Sunburst Financial Group
Alabama
$700K +$299K +6,036 +75%
BIAS
524
Beacon Investment Advisory Services
New Jersey
$696K -$201K -4,062 -23%
SWM
525
Seed Wealth Management
Illinois
$692K +$688K +13,900 New
19 20
21
22 23