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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
526
Advisory Research
Illinois
$922K – – –
SI
527
SimpliFi Inc
California
$921K +$926K +17,819 New
BW
528
Blalock Williams
Alabama
$916K +$921K +17,726 New
FWM
529
Fonville Wealth Management
Virginia
$886K -$1.35K -26 -0.2%
GS
530
GTS Securities
Florida
$879K +$484K +9,301 +121%
IA
531
IFG Advisory
Georgia
$872K +$6.29K +121 +0.7%
SI
532
Stonekeep Investments
New Mexico
$871K – – –
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$868K -$13.6K -261 -2%
USB
534
Union Savings Bank
Connecticut
$868K +$425K +8,167 +95%
SW
535
SkyOak Wealth
Michigan
$864K +$25.1K +483 +3%
LG
536
LaFleur & Godfrey
Michigan
$859K +$177K +3,414 +26%
AF
537
Advisornet Financial
Minnesota
$832K -$16.7K -322 -2%
FPCG
538
Forum Private Client Group
Indiana
$829K +$25.5K +490 +3%
HPM
539
Hudson Portfolio Management
New York
$826K +$229K +4,410 +38%
CGFA
540
Colton Groome Financial Advisors
North Carolina
$825K +$829K +15,950 New
VFA
541
Voya Financial Advisors
Connecticut
$815K -$421K -8,099 -34%
VWA
542
Visionary Wealth Advisors
Illinois
$801K -$171K -3,294 -18%
CCMINC
543
Cardinal Capital Management Inc (North Carolina)
North Carolina
$793K – – –
BFA
544
Beaumont Financial Advisors
Massachusetts
$787K +$780 +15 +0.1%
SF
545
SWP Financial
California
$786K -$10.7M -205,038 -93%
WAP
546
Wealthcare Advisory Partners
Pennsylvania
$786K +$300K +5,777 +61%
GFWA
547
Grey Fox Wealth Advisors
Delaware
$781K -$7.64K -147 -1%
FHA
548
First Horizon Advisors
Tennessee
$779K +$100K +1,923 +15%
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$771K -$15.1K -291 -2%
TA
550
TFB Advisors
Kansas
$770K +$3.74K +72 +0.5%
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