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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
Strategic Wealth Partners
Ohio
$836K -$288K -5,439 -25%
PPF
552
Pacific Park Financial
California
$831K +$361K +6,821 +76%
CA
553
Cornerstone Advisory
Maryland
$831K +$835K +15,801 New
MCWS
554
McKinley Carter Wealth Services
West Virginia
$828K -$206K -3,891 -20%
KA
555
KDT Advisors
New York
$827K – – –
GDP
556
Great Diamond Partners
Maine
$823K -$7.51K -142 -0.9%
PF
557
Phoenix Financial
Israel
$820K +$31.7K +600 +4%
CCM
558
Cloud Capital Management
Washington
$818K +$116K +2,194 +16%
PS
559
Principal Securities
Iowa
$818K +$58K +1,098 +8%
FWIA
560
Fort Washington Investment Advisors
Ohio
$816K +$79K +1,494 +11%
JWM
561
JGP Wealth Management
Oregon
$814K -$239K -4,524 -23%
NFG
562
Northeast Financial Group
Pennsylvania
$813K -$78K -1,475 -9%
EP
563
Essential Partners
California
$803K +$808K +15,283 New
WHC
564
Wulff, Hansen & Co
California
$802K -$28.5K -540 -3%
LA
565
LVW Advisors
New York
$797K +$180K +3,397 +29%
WPC
566
Waters Parkerson & Co
Louisiana
$796K -$8.72K -165 -1%
BHB
567
Bank Hapoalim BM
Israel
$791K – – –
SFA
568
Sequoia Financial Advisors
Ohio
$790K -$518K -9,795 -39%
PHS
569
Pekin Hardy Strauss
Illinois
$788K +$10.6K +200 +1%
VAG
570
VisionPoint Advisory Group
Texas
$781K +$786K +14,862 New
CCMINC
571
Cardinal Capital Management Inc (North Carolina)
North Carolina
$776K – – –
RPC
572
Rossmore Private Capital
Connecticut
$772K -$2.43K -46 -0.3%
EB
573
Eastern Bank
Massachusetts
$761K -$386K -7,299 -34%
BAM
574
Belpointe Asset Management
Nevada
$760K +$466K +8,818 +157%
SFG
575
Sunburst Financial Group
Alabama
$739K – – –
21 22
23
24 25