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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
601
Cornerstone Wealth Group
North Carolina
$458K +$457K +8,941 New
RW
602
Rede Wealth
Virginia
$455K +$205K +4,013 +83%
WTC
603
WhitTier Trust Company
Nevada
$454K – – –
TPA
604
Trivium Point Advisory
Connecticut
$452K -$120K -2,355 -21%
EWM
605
Empirical Wealth Management
Washington
$451K +$227K +4,442 +102%
C1AG
606
Client 1st Advisory Group
Florida
$449K -$43.4K -848 -9%
NW
607
NewEdge Wealth
Pennsylvania
$448K -$921 -18 -0.2%
PIA
608
Panoramic Investment Advisors
Colorado
$445K -$28.8K -563 -6%
T
609
TrueFG
Texas
$445K +$24.5K +478 +6%
WP
610
WMS Partners
Maryland
$432K -$143K -2,800 -25%
MFG
611
Merit Financial Group
Georgia
$431K -$921K -18,009 -68%
MFIMFI
612
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K – – –
EWA
613
EverSource Wealth Advisors
Alabama
$426K +$88.3K +1,725 +26%
GWM
614
Geneos Wealth Management
Colorado
$425K -$49.4K -965 -10%
AWM
615
Able Wealth Management
New Jersey
$423K -$71.8K -1,404 -15%
BHWM
616
Beaird Harris Wealth Management
Texas
$418K +$205 +4 +0%
RZH
617
Relyea Zuckerberg Hanson
Connecticut
$417K -$5.12K -100 -1%
HCP
618
Hexagon Capital Partners
Arkansas
$417K -$21.7K -424 -5%
AR
619
Advisory Research
Illinois
$414K – – –
CWM
620
Congress Wealth Management
Massachusetts
$412K +$23.1K +452 +6%
MG
621
Marex Group
$410K +$409K +8,000 New
CCG
622
Ceeto Capital Group
Florida
$410K – – –
FA
623
Fermata Advisors
California
$407K -$2.7M -52,747 -87%
SFA
624
Sequoia Financial Advisors
Ohio
$401K +$74.8K +1,462 +23%
AFP
625
Ausdal Financial Partners
Iowa
$400K +$173K +3,389 +77%
23 24
25
26 27