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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
576
PFG Investments
New York
$681K +$209K +4,015 +44%
CP
577
Cumberland Partners
Ontario, Canada
$676K +$109K +2,105 +19%
FFA
578
Farther Finance Advisors
California
$671K +$85.5K +1,645 +15%
WC
579
Wynn Capital
Georgia
$667K – – –
FFP
580
FourThought Financial Partners
Florida
$659K – – –
PF
581
Phoenix Financial
Israel
$656K -$367K -7,058 -36%
AFA
582
American Financial Advisors
Georgia
$655K -$4.94K -95 -0.7%
EWA
583
Exencial Wealth Advisors
Oklahoma
$654K -$3.64K -70 -0.6%
KCPT
584
Kingstone Capital Partners Texas
Texas
$634K +$638K +12,264 New
HH
585
Hilltop Holdings
Texas
$633K -$419K -8,052 -40%
BPA
586
Beacon Pointe Advisors
California
$633K -$424K -8,160 -40%
PFM
587
Phillips Financial Management
Indiana
$632K +$156 +3 +0%
AFA
588
Avant Financial Advisors
Texas
$630K +$634K +12,195 New
PWS
589
Peloton Wealth Strategists
Indiana
$629K +$42.1K +810 +7%
LCG
590
Lynx Capital Group
Ohio
$626K +$52 +1 +0%
PWMA
591
Pension & Wealth Management Advisors
Massachusetts
$619K +$622K +11,965 New
DW
592
Dodds Wealth
Colorado
$615K +$208 +4 +0%
CAG
593
Curtis Advisory Group
California
$615K +$277K +5,331 +81%
1IA
594
1834 Investment Advisors
Wisconsin
$611K +$19.3K +371 +3%
GWA
595
Genesis Wealth Advisors
Massachusetts
$601K +$605K +11,629 New
FIM
596
Freedom Investment Management
Connecticut
$600K -$37.5K -722 -6%
PS
597
Principal Securities
Iowa
$597K -$56.7K -1,090 -9%
COLIM
598
City of London Investment Management
United Kingdom
$593K +$596K +11,469 New
SL
599
SWMG LLC
Texas
$591K -$92K -1,769 -13%
CB
600
Commerce Bank
Missouri
$582K -$5.41K -104 -0.9%
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