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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$554K -$57.5K -1,105 -9%
DADC
577
D.A. Davidson & Co
Montana
$549K -$677 -13 -0.1%
EH
578
Equitable Holdings
New York
$536K +$181K +3,478 +52%
LFAS
579
Level Four Advisory Services
Texas
$534K -$12.3K -236 -2%
EDRIA
580
Edmonds Duncan Registered Investment Advisors
Kansas
$533K -$45.5K -875 -8%
CWA
581
Cascade Wealth Advisors
Washington
$527K – – –
USCWA
582
U.S. Capital Wealth Advisors
Texas
$522K – – –
RA
583
RFG Advisory
Alabama
$520K -$163K -3,135 -24%
FHB
584
First Hawaiian Bank
Hawaii
$519K +$208 +4 +0%
CTWM
585
Cherry Tree Wealth Management
Minnesota
$507K – – –
AWM
586
AllSquare Wealth Management
New York
$504K – – –
FUBT
587
First United Bank & Trust
Maryland
$503K -$13.3K -255 -3%
MFA
588
Mayflower Financial Advisors
Massachusetts
$498K – – –
TCA
589
Transcend Capital Advisors
New Jersey
$496K +$490K +9,420 New
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$496K +$257K +4,931 +110%
BFO
591
Boston Family Office
Massachusetts
$492K – – –
EWA
592
EverSource Wealth Advisors
Alabama
$491K -$70.3K -1,351 -13%
RW
593
Rede Wealth
Virginia
$489K +$34.9K +671 +8%
WP
594
WMS Partners
Maryland
$486K +$41.6K +800 +9%
DI
595
Disciplined Investments
Oklahoma
$486K – – –
MSA
596
Marathon Strategic Advisors
Pennsylvania
$485K -$29.4K -564 -6%
S
597
Sachetta
Massachusetts
$484K – – –
PI
598
PFG Investments
New York
$483K +$175K +3,365 +58%
MWM
599
Mascoma Wealth Management
New Hampshire
$481K -$157K -3,014 -25%
HWM
600
Hohimer Wealth Management
Washington
$474K -$508K -9,765 -52%
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