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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
551
NBC Securities
Alabama
$651K -$51.1K -982 -7%
FIM
552
Freedom Investment Management
Connecticut
$649K -$10.1K -195 -2%
GC
553
Grimes & Company
Massachusetts
$644K -$23.3K -447 -4%
PFM
554
Phillips Financial Management
Indiana
$644K +$104 +2 +0%
GLA
555
Good Life Advisors
Pennsylvania
$642K +$634K +12,180 New
LCG
556
Lynx Capital Group
Ohio
$637K +$2.29K +44 +0.4%
FCT
557
Family Capital Trust
Massachusetts
$623K – – –
DW
558
Dodds Wealth
Colorado
$619K +$117K +2,251 +23%
FA
559
Faithward Advisors
Pennsylvania
$615K -$16.1K -309 -3%
HPM
560
Hudson Portfolio Management
New York
$609K +$602K +11,568 New
BWA
561
BlueChip Wealth Advisors
Georgia
$604K +$9.26K +178 +2%
1IA
562
1834 Investment Advisors
Wisconsin
$603K +$7.65K +147 +1%
CFA
563
Cahill Financial Advisors
Minnesota
$601K +$594K +11,410 New
CB
564
Commerce Bank
Missouri
$598K -$138K -2,655 -19%
PWS
565
Peloton Wealth Strategists
Indiana
$598K +$41.3K +793 +8%
FFA
566
Farther Finance Advisors
California
$596K +$44.6K +858 +8%
WAS
567
Wealth Advisory Solutions
Indiana
$589K -$5.72K -110 -1%
C1AG
568
Client 1st Advisory Group
Florida
$583K +$156K +3,000 +37%
SVWG
569
Shared Vision Wealth Group
United States
$578K +$4.68K +90 +0.8%
CP
570
Cumberland Partners
Ontario, Canada
$577K +$352K +6,755 +160%
CPA
571
Cardiff Park Advisors
California
$577K +$937 +18 +0.2%
EFS
572
Essex Financial Services
Connecticut
$567K +$260 +5 +0%
CCA
573
Criterion Capital Advisors
Tennessee
$567K – – –
LB
574
Legacy Bridge
Iowa
$561K -$24.7K -475 -4%
BHB
575
Bank Hapoalim BM
Israel
$558K – – –
21 22
23
24 25