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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
LCG
551
Lynx Capital Group
Ohio
$618K +$42K +821 +7%
CCA
552
Criterion Capital Advisors
Tennessee
$614K -$9.62K -188 -2%
LB
553
Legacy Bridge
Iowa
$609K -$28.1K -550 -4%
WAS
554
Wealth Advisory Solutions
Indiana
$605K -$17.7K -346 -3%
CB
555
Commerce Bank
Missouri
$600K +$244K +4,775 +69%
BWA
556
BlueChip Wealth Advisors
Georgia
$597K -$56.2K -1,098 -9%
SW
557
SlateStone Wealth
Florida
$592K +$137K +2,675 +30%
KPWS
558
Kestra Private Wealth Services
Texas
$592K +$29.1K +568 +5%
CAWM
559
Capital Advisors Wealth Management
Washington
$578K -$4.3M -84,134 -88%
PWS
560
Peloton Wealth Strategists
Indiana
$575K +$16K +313 +3%
NP
561
NorthRock Partners
Minnesota
$571K -$301K -5,876 -35%
1IA
562
1834 Investment Advisors
Wisconsin
$570K – – –
JWM
563
JGP Wealth Management
Oregon
$565K +$213K +4,167 +61%
CW
564
CreativeOne Wealth
Kansas
$561K +$305K +5,959 +119%
CPA
565
Cardiff Park Advisors
California
$560K +$563 +11 +0.1%
SVWG
566
Shared Vision Wealth Group
United States
$554K -$135K -2,639 -20%
AA
567
Ancora Advisors
Ohio
$553K +$393K +7,680 +248%
GRP
568
Global Retirement Partners
California
$547K -$98.5K -1,926 -15%
DADC
569
D.A. Davidson & Co
Montana
$542K -$66.6K -1,302 -11%
S
570
Sachetta
Massachusetts
$539K – – –
FUBT
571
First United Bank & Trust
Maryland
$528K -$9.77K -191 -2%
OWA
572
Octavia Wealth Advisors
Ohio
$525K -$1.46M -28,621 -74%
DI
573
Disciplined Investments
Oklahoma
$522K +$5.63K +110 +1%
AEPWM
574
Atlantic Edge Private Wealth Management
Florida
$521K -$702K -13,722 -57%
ISWM
575
Independent Solutions Wealth Management
New York
$514K -$31.7K -620 -6%
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