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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
576
Sunburst Financial Group
Alabama
$743K – – –
FWIA
577
Fort Washington Investment Advisors
Ohio
$742K +$25K +472 +3%
FPCG
578
Forum Private Client Group
Indiana
$741K -$78.6K -1,485 -10%
AIP
579
Alexis Investment Partners
Texas
$740K -$109K -2,050 -13%
SPAS
580
Spectrum Planning & Advisory Services
California
$735K +$510K +9,637 +226%
PW
581
Paladin Wealth
Minnesota
$731K -$16.3K -308 -2%
LCM
582
Lazari Capital Management
California
$718K – – –
BFO
583
Boston Family Office
Massachusetts
$713K +$213K +4,028 +43%
FLA
584
Financial Life Advisors
Texas
$709K -$463K -8,750 -39%
CCM
585
Cloud Capital Management
Washington
$708K +$710K +13,402 New
BHB
586
Bank Hapoalim BM
Israel
$707K – – –
MBI
587
May Barnhard Investments
Maryland
$703K +$24.4K +461 +4%
SCFS
588
Stewardship Concepts Financial Services
Washington
$699K +$699K +13,211 New
RA
589
RFG Advisory
Alabama
$696K +$48.4K +915 +7%
HWM
590
HB Wealth Management
Georgia
$688K – – –
AWA
591
Acorn Wealth Advisors
Michigan
$685K -$19.9K -375 -3%
WC
592
Wynn Capital
Georgia
$682K – – –
FA
593
Fiduciary Alliance
South Carolina
$679K +$51.7K +976 +8%
ATI
594
ARK & TLK Investments
Oklahoma
$671K – – –
GT
595
GreatBanc Trust
Illinois
$660K – – –
AFA
596
Avant Financial Advisors
Texas
$654K +$1.22K +23 +0.2%
GHA
597
Good Harbor Advisors
Massachusetts
$652K +$652K +12,322 New
BTD
598
BankPlus Trust Department
Mississippi
$652K -$53.1K -1,003 -8%
MWM
599
Maridea Wealth Management
New York
$651K +$191K +3,609 +41%
CAG
600
Curtis Advisory Group
California
$647K +$15.6K +295 +2%
22 23
24
25 26