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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FCI
601
Financial Counselors Inc
Kansas
$571K -$260 -5 -0%
IAS
602
Insigneo Advisory Services
Florida
$566K +$137K +2,628 +32%
DW
603
Dodds Wealth
Colorado
$565K -$55.5K -1,068 -9%
KCPT
604
Kingstone Capital Partners Texas
Texas
$565K -$76.8K -1,478 -12%
WWA
605
Wingate Wealth Advisors
Massachusetts
$544K +$3.85K +74 +0.7%
WAS
606
Wealth Advisory Solutions
Indiana
$544K -$25K -481 -4%
LFAS
607
Level Four Advisory Services
Texas
$537K – – –
LB
608
Legacy Bridge
Iowa
$537K -$20.8K -400 -4%
GSWA
609
Good Steward Wealth Advisors
Tennessee
$533K +$529K +10,176 New
EFS
610
Essex Financial Services
Connecticut
$532K – – –
MFG
611
Merit Financial Group
Georgia
$531K +$527K +10,141 New
RWP
612
RWA Wealth Partners
Massachusetts
$525K -$213K -4,100 -29%
1IA
613
1834 Investment Advisors
Wisconsin
$522K -$95.9K -1,845 -16%
FIM
614
Freedom Investment Management
Connecticut
$522K -$85.4K -1,642 -14%
BJL
615
Brighton Jones LLC
Washington
$520K -$25.5K -490 -5%
CWA
616
Cascade Wealth Advisors
Washington
$520K – – –
USCWA
617
U.S. Capital Wealth Advisors
Texas
$519K – – –
HI
618
Harbour Investments
Wisconsin
$517K -$260K -4,998 -34%
GSWM
619
Golden State Wealth Management
California
$512K -$34.9K -671 -6%
DADC
620
D.A. Davidson & Co
Montana
$505K -$51.9K -999 -9%
AFO
621
Allie Family Office
Florida
$501K – – –
AWM
622
AllSquare Wealth Management
New York
$501K – – –
FFA
623
Farther Finance Advisors
California
$499K -$177K -3,409 -26%
MCM
624
Mattern Capital Management
Colorado
$499K +$495K +9,527 New
HWM
625
Hohimer Wealth Management
Washington
$497K +$26K +501 +6%
23 24
25
26 27