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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TPA
551
Trivium Point Advisory
Connecticut
$839K -$245K -4,525 -23%
KFP
552
KMG Fiduciary Partners
Ohio
$829K – – –
BWM
553
Baystate Wealth Management
Massachusetts
$807K -$90.4K -1,670 -10%
AFO
554
Allie Family Office
Florida
$805K +$809K +14,940 New
AR
555
Advisory Research
Illinois
$799K -$751K -13,870 -48%
APSP
556
Asset Planning Services (Pennsylvania)
Pennsylvania
$798K +$5.41K +100 +0.7%
CSIA
557
Charles Schwab Investment Advisory
California
$776K +$137K +2,524 +21%
SHJ
558
Sharkey, Howes & Javer
Colorado
$773K -$6.92M -127,832 -90%
SB
559
Simmons Bank
Arkansas
$768K -$741K -13,687 -49%
TIP
560
Torray Investment Partners
Maryland
$768K +$772K +14,255 New
CWP
561
CFM Wealth Partners
Texas
$760K +$70.8K +1,307 +10%
TSS
562
Two Sigma Securities
New York
$745K -$623K -11,511 -45%
MCM
563
Mattern Capital Management
Colorado
$743K -$42.1K -778 -5%
BS
564
Banco Santander
Spain
$739K – – –
FFWM
565
Future Financial Wealth Management
Ohio
$716K +$344K +6,354 +91%
SG
566
StoneX Group
New York
$709K +$78.8K +1,455 +12%
CAWM
567
Capital Advisors Wealth Management
Washington
$709K -$13.9K -256 -2%
CGA
568
Crescent Grove Advisors
Illinois
$704K -$1.12M -20,762 -61%
SFP
569
Shepherd Financial Partners
Massachusetts
$704K +$50.2K +927 +8%
ISWM
570
Independent Solutions Wealth Management
New York
$704K +$10.8K +200 +2%
SFFS
571
Stonehage Fleming Financial Services
Jersey
$695K – – –
MA
572
MUFG Americas
New York
$693K -$91.1K -1,682 -12%
JCM
573
Janney Capital Management
Pennsylvania
$693K -$57.4K -1,061 -8%
ASBI
574
American State Bank (Iowa)
Iowa
$690K +$227K +4,200 +49%
MBT
575
Montecito Bank & Trust
California
$689K -$44K -812 -6%
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