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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
576
Geneos Wealth Management
Colorado
$479K -$164K -3,282 -25%
AWM
577
AllSquare Wealth Management
New York
$477K – – –
CCA
578
Column Capital Advisors
Indiana
$474K – – –
PWS
579
Peloton Wealth Strategists
Indiana
$471K +$5.15K +103 +1%
SWA
580
Sutton Wealth Advisors
Florida
$465K -$14.7K -294 -3%
GBT
581
Grove Bank & Trust
Florida
$464K +$228K +4,563 +96%
BFO
582
Boston Family Office
Massachusetts
$461K – – –
SP
583
Successful Portfolios
Florida
$461K -$34K -679 -7%
FCI
584
Financial Counselors Inc
Kansas
$460K +$462K +9,236 New
FPAS
585
Focus Partners Advisor Solutions
Missouri
$460K +$22.4K +447 +5%
CPSC
586
Carl P. Sherr & Co
Massachusetts
$455K -$533K -10,650 -54%
WWP
587
WR Wealth Planners
Missouri
$454K +$3.75K +75 +0.8%
CPP
588
Capasso Planning Partners
South Carolina
$451K -$229K -4,578 -34%
AIP
589
Ameritas Investment Partners
Nebraska
$450K -$31.8K -635 -7%
KFG
590
Kingdom Financial Group
Arizona
$450K -$128K -2,551 -22%
NW
591
NewEdge Wealth
Pennsylvania
$449K +$58K +1,160 +15%
SS
592
Sunbelt Securities
Texas
$448K +$49.8K +995 +12%
AF
593
Allworth Financial
California
$448K -$164K -3,277 -27%
AWM
594
Apollon Wealth Management
South Carolina
$443K +$9.81K +196 +2%
MIC
595
Meridian Investment Counsel
California
$439K -$28.7K -573 -6%
HWM
596
Howard Wealth Management
Connecticut
$438K -$87.1K -1,740 -17%
MW
597
MBL Wealth
North Carolina
$436K +$438K +8,755 New
DI
598
Disciplined Investments
Oklahoma
$433K – – –
SW
599
SlateStone Wealth
Florida
$429K +$161K +3,225 +60%
LEFP
600
Leading Edge Financial Planning
Tennessee
$428K +$3.5K +70 +0.8%
22 23
24
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