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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RCIM
576
Red Cedar Investment Management
Michigan
$758K – – –
BS
577
Banco Santander
Spain
$750K – – –
IWS
578
Insight Wealth Strategies
California
$746K +$515K +9,380 +220%
ACA
579
Atlas Capital Advisors
Wyoming
$740K +$743K +13,538 New
DIA
580
Dana Investment Advisors
Wisconsin
$740K +$122K +2,214 +20%
PHS
581
Pekin Hardy Strauss
Illinois
$737K -$76.9K -1,400 -9%
AOWM
582
Alpha Omega Wealth Management
Virginia
$735K +$319K +5,809 +76%
AUB
583
Atlantic Union Bankshares
Virginia
$721K -$51.2K -933 -7%
CAS
584
Cascadia Advisory Services
Oregon
$718K +$721K +13,131 New
CWP
585
CFM Wealth Partners
Texas
$701K – – –
TCPWM
586
Traverso Chambers Private Wealth Management
California
$699K -$17.2K -314 -2%
HIM
587
Hanlon Investment Management
New Jersey
$694K +$251K +4,569 +56%
AP
588
Agilis Partners
Massachusetts
$693K -$66.8K -1,217 -9%
SWP
589
Strategic Wealth Partners
Ohio
$693K +$142K +2,592 +26%
SS
590
Simplicity Solutions
Minnesota
$691K -$32.9M -598,953 -98%
DI
591
Disciplined Investments
Oklahoma
$690K +$5.99K +109 +0.9%
LWP
592
Legacy Wealth Planning
Nevada
$690K +$105K +1,909 +18%
CW
593
CreativeOne Wealth
Kansas
$686K -$384K -6,994 -36%
KFAA
594
Klaas Financial Asset Advisors
Illinois
$682K -$486K -8,853 -42%
FNBOH
595
First National Bank of Hutchinson
Kansas
$679K -$524K -9,544 -43%
FHC
596
First Heartland Consultants
Missouri
$678K +$176K +3,202 +35%
GFPC
597
Global Financial Private Client
Florida
$678K +$512K +9,317 +301%
CAM
598
Caprin Asset Management
Virginia
$677K -$23.7K -432 -3%
CIP
599
Chartwell Investment Partners
Pennsylvania
$673K +$152K +2,775 +29%
FCA
600
FinTrust Capital Advisors
South Carolina
$672K -$69.2K -1,260 -9%
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