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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
576
Strategic Advocates
Utah
$735K -$17.1M -323,268 -96%
PW
577
Paladin Wealth
Minnesota
$735K +$8.09K +153 +1%
FWM
578
Fonville Wealth Management
Virginia
$730K -$42.7K -807 -5%
SFG
579
Sage Financial Group
Pennsylvania
$719K -$608K -11,508 -46%
CT
580
Clearstead Trust
Maine
$714K +$461K +8,729 +180%
LCG
581
Lynx Capital Group
Ohio
$712K +$104K +1,974 +17%
FPCG
582
Forum Private Client Group
Indiana
$710K -$26K -492 -4%
MWM
583
Maridea Wealth Management
New York
$709K +$62.2K +1,176 +10%
CCG
584
Cypress Capital Group
Florida
$706K +$346K +6,550 +95%
RA
585
RFG Advisory
Alabama
$701K +$9.67K +183 +1%
GHA
586
Good Harbor Advisors
Massachusetts
$701K +$53.7K +1,016 +8%
PWS
587
Peloton Wealth Strategists
Indiana
$701K +$77K +1,456 +12%
LCM
588
Lazari Capital Management
California
$700K -$13.5K -256 -2%
SI
589
Severin Investments
Missouri
$698K +$702K +13,278 New
BFO
590
Boston Family Office
Massachusetts
$697K -$11K -208 -2%
FA
591
Fiduciary Alliance
South Carolina
$692K +$16.4K +310 +2%
BMCM
592
Bryn Mawr Capital Management
Pennsylvania
$689K -$188K -3,561 -21%
EIA
593
Emerald Investment Advisers
Pennsylvania
$689K +$693K +13,101 New
CAG
594
Curtis Advisory Group
California
$684K +$40.4K +764 +6%
WC
595
Wynn Capital
Georgia
$678K – – –
HWM
596
HB Wealth Management
Georgia
$677K -$6.92K -131 -1%
MWA
597
Madson Wealth Advisors
California
$672K +$676K +12,783 New
TC
598
TAGStone Capital
North Carolina
$671K +$203K +3,845 +43%
ATI
599
ARK & TLK Investments
Oklahoma
$667K – – –
VCA
600
Verdence Capital Advisors
Maryland
$665K +$38.4K +726 +6%
22 23
24
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