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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
526
SWP Financial
California
$906K -$74K -1,401 -8%
SAI
527
Savvy Advisors Inc
New York
$901K +$90.3K +1,710 +11%
GWM
528
Grand Wealth Management
Michigan
$899K – – –
SI
529
Stonekeep Investments
New Mexico
$894K – – –
WHC
530
Wulff, Hansen & Co
California
$893K -$18.7K -355 -2%
SAM
531
Strategy Asset Managers
California
$871K +$29.6K +561 +4%
GDP
532
Great Diamond Partners
Maine
$868K -$63.3K -1,200 -7%
JBA
533
Johnson Bixby & Associates
Washington
$867K +$609K +11,540 +240%
MWA
534
MFA Wealth Advisors
Pennsylvania
$864K -$1.68M -31,849 -66%
AIP
535
Alexis Investment Partners
Texas
$851K -$68.6K -1,300 -7%
MWM
536
Modern Wealth Management
Kansas
$846K +$160K +3,036 +24%
GWM
537
Geneos Wealth Management
Colorado
$843K -$141K -2,674 -14%
KA
538
KDT Advisors
New York
$834K +$830K +15,725 New
AFO
539
Allie Family Office
Florida
$829K +$9.5K +180 +1%
PWMA
540
Pension & Wealth Management Advisors
Massachusetts
$824K -$53.5K -1,014 -6%
FPCG
541
Forum Private Client Group
Indiana
$821K +$12.6K +238 +2%
CCMINC
542
Cardinal Capital Management Inc (North Carolina)
North Carolina
$813K – – –
WPC
543
Waters Parkerson & Co
Louisiana
$812K +$50.1K +950 +7%
GWMR
544
GC Wealth Management RIA
Massachusetts
$803K -$132K -2,510 -14%
PI
545
PFG Investments
New York
$803K -$51.7K -979 -6%
IA
546
IFG Advisory
Georgia
$796K -$95.7K -1,813 -11%
MLM
547
Mount Lucas Management
Pennsylvania
$795K +$37.1K +703 +5%
SW
548
SkyOak Wealth
Michigan
$792K -$7.55K -143 -0.9%
VCA
549
Verdence Capital Advisors
Maryland
$790K +$148K +2,811 +23%
PHS
550
Pekin Hardy Strauss
Illinois
$784K – – –
20 21
22
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