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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
501
Concurrent Investment Advisors
Florida
$867K +$270K +5,185 +46%
AF
502
Advisornet Financial
Minnesota
$865K +$808K +15,530 +1,741%
CAM
503
Cresset Asset Management
Illinois
$864K -$38.9K -747 -4%
HCA
504
Heck Capital Advisors
Wisconsin
$856K +$134K +2,581 +19%
SW
505
SkyOak Wealth
Michigan
$854K -$14.3K -274 -2%
BWM
506
Buska Wealth Management
Wisconsin
$849K +$839K +16,123 New
WWM
507
WJ Wealth Management
Arizona
$848K -$28.6K -550 -3%
DL
508
DOHJ LLC
Washington
$847K -$391K -7,504 -32%
SIA
509
Schechter Investment Advisors
Michigan
$843K -$52K -1,000 -6%
SAI
510
Savvy Advisors Inc
New York
$834K +$84.8K +1,630 +11%
CWM
511
Congress Wealth Management
Massachusetts
$828K +$434K +8,335 +113%
SC
512
Saiph Capital
New Jersey
$822K -$28.1K -539 -3%
FPCG
513
Forum Private Client Group
Indiana
$818K -$25.5K -490 -3%
HI
514
Harbour Investments
Wisconsin
$813K +$8.12K +156 +1%
CCMINC
515
Cardinal Capital Management Inc (North Carolina)
North Carolina
$808K – – –
BPC
516
Banque Pictet & Cie
Switzerland
$806K – – –
GFWA
517
Grey Fox Wealth Advisors
Delaware
$803K -$28.8K -554 -4%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$801K -$39.9K -766 -5%
BFA
519
Beaumont Financial Advisors
Massachusetts
$801K +$31.4K +603 +4%
ACA
520
Aptus Capital Advisors
Alabama
$797K +$732K +14,074 +1,335%
KPWS
521
Kestra Private Wealth Services
Texas
$787K +$26.4K +508 +4%
TA
522
TFB Advisors
Kansas
$781K +$3.96K +76 +0.5%
FWIA
523
Fort Washington Investment Advisors
Ohio
$766K -$110K -2,108 -13%
PHS
524
Pekin Hardy Strauss
Illinois
$766K -$11.7K -225 -2%
AWA
525
Acorn Wealth Advisors
Michigan
$759K +$35.6K +685 +5%
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