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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
601
Geneos Wealth Management
Colorado
$455K +$29.8K +584 +7%
ISWM
602
Independent Solutions Wealth Management
New York
$453K -$60K -1,177 -12%
WTC
603
WhitTier Trust Company
Nevada
$443K -$11K -215 -2%
USB
604
Union Savings Bank
Connecticut
$442K -$16.6K -325 -4%
RW
605
Rede Wealth
Virginia
$442K -$12.7K -249 -3%
KWA
606
Kingswood Wealth Advisors
California
$434K -$45.3K -888 -9%
WP
607
WMS Partners
Maryland
$432K – – –
MFIMFI
608
Mesirow Financial Investment Management - Fixed Income
Illinois
$431K – – –
BFW
609
Brady Family Wealth
Missouri
$430K -$30.2K -592 -7%
RZH
610
Relyea Zuckerberg Hanson
Connecticut
$430K +$13.2K +258 +3%
IFG
611
Independent Financial Group
California
$429K -$35.2K -691 -8%
CAM
612
Creekmur Asset Management
Illinois
$423K -$57.3K -1,124 -12%
NW
613
NewEdge Wealth
Pennsylvania
$420K -$31.2K -612 -7%
AEPWM
614
Atlantic Edge Private Wealth Management
Florida
$419K -$101K -1,985 -20%
BHWM
615
Beaird Harris Wealth Management
Texas
$418K +$357 +7 +0.1%
AWA
616
Arete Wealth Advisors
Illinois
$416K +$414K +8,123 New
C1AG
617
Client 1st Advisory Group
Florida
$414K -$34.2K -670 -8%
CCG
618
Ceeto Capital Group
Florida
$410K – – –
MG
619
Marex Group
$410K – – –
LCM
620
Lazari Capital Management
California
$409K +$408K +7,991 New
AF
621
Arrow Financial
New York
$407K -$1.14M -22,377 -74%
BCM
622
Becker Capital Management
Oregon
$406K -$663K -12,990 -62%
HCP
623
Hexagon Capital Partners
Arkansas
$406K -$10.3K -202 -2%
AFP
624
Ausdal Financial Partners
Iowa
$403K +$3.21K +63 +0.8%
MW
625
MBL Wealth
North Carolina
$400K -$316K -6,195 -44%
23 24
25
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