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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
526
XY Planning Network
Montana
$989K -$322K -6,083 -25%
AIFAIM
527
American Institute for Advanced Investment Management
Arizona
$982K – – –
FA
528
FDx Advisors
Illinois
$969K -$3.87K -73 -0.4%
BW
529
Blalock Williams
Alabama
$965K +$24K +454 +3%
KCM
530
Kanawha Capital Management
Virginia
$957K – – –
WSFS
531
Wilmington Savings Fund Society
Delaware
$948K -$24.1K -456 -2%
SF
532
SWP Financial
California
$940K +$36.5K +689 +4%
WLIM
533
White Lighthouse Investment Management
Massachusetts
$930K +$14.3K +270 +2%
SAI
534
Savvy Advisors Inc
New York
$926K +$27.6K +521 +3%
RIM
535
Rockbridge Investment Management
New York
$920K -$21.6K -408 -2%
SAM
536
Strategy Asset Managers
California
$910K +$41.3K +780 +5%
EFN
537
Equita Financial Network
Pennsylvania
$908K -$73K -1,378 -7%
PI
538
PFG Investments
New York
$903K +$102K +1,932 +13%
P
539
Palladiem
Pennsylvania
$902K +$903K +17,055 New
GWM
540
Grand Wealth Management
Michigan
$896K -$106 -2 -0%
NFG
541
Northeast Financial Group
Pennsylvania
$896K -$28.4K -536 -3%
FPAS
542
Focus Partners Advisor Solutions
Missouri
$896K -$557K -10,520 -38%
SI
543
Stonekeep Investments
New Mexico
$891K – – –
GWMR
544
GC Wealth Management RIA
Massachusetts
$885K +$84K +1,586 +10%
BMCM
545
Bryn Mawr Capital Management
Pennsylvania
$882K -$432K -8,160 -33%
PA
546
Powerhouse Assets
Massachusetts
$881K +$882K +16,655 New
TCA
547
Transcend Capital Advisors
New Jersey
$877K +$420K +7,941 +92%
EWA
548
EverSource Wealth Advisors
Alabama
$866K -$45.4K -857 -5%
UFA
549
Unify Financial Advisors
Florida
$855K +$856K +16,165 New
JWCA
550
J.W. Cole Advisors
Florida
$853K +$354K +6,678 +9%
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