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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
601
Cardiff Park Advisors
California
$581K +$1.04K +20 +0.2%
GWA
602
Genesis Wealth Advisors
Massachusetts
$581K -$418 -8 -0.1%
C1AG
603
Client 1st Advisory Group
Florida
$566K -$18K -345 -3%
TC
604
TAGStone Capital
North Carolina
$564K -$831K -15,913 -60%
HWM
605
HB Wealth Management
Georgia
$560K -$299K -5,721 -35%
BJL
606
Brighton Jones LLC
Washington
$560K +$35.7K +684 +7%
DW
607
Dodds Wealth
Colorado
$559K -$10.9K -208 -2%
EDRH
608
Edmond de Rothschild Holding
Switzerland
$558K -$1.78M -34,129 -76%
TCA
609
Transcend Capital Advisors
New Jersey
$557K -$46.9K -897 -8%
CAM
610
Creekmur Asset Management
Illinois
$557K +$104K +1,988 +23%
WWA
611
Wingate Wealth Advisors
Massachusetts
$554K +$6.06K +116 +1%
FFA
612
Farther Finance Advisors
California
$554K +$49.1K +940 +10%
WAS
613
Wealth Advisory Solutions
Indiana
$548K – – –
OWA
614
Octavia Wealth Advisors
Ohio
$537K -$162K -3,110 -23%
EFS
615
Essex Financial Services
Connecticut
$536K – – –
FIM
616
Freedom Investment Management
Connecticut
$535K +$9.14K +175 +2%
HFS
617
Howard Financial Services
Texas
$533K +$323K +6,182 +158%
CWA
618
Cascade Wealth Advisors
Washington
$527K – – –
USCWA
619
U.S. Capital Wealth Advisors
Texas
$523K – – –
NS
620
NBC Securities
Alabama
$523K +$53K +1,015 +11%
LFAS
621
Level Four Advisory Services
Texas
$522K -$19.5K -374 -4%
DADC
622
D.A. Davidson & Co
Montana
$516K +$6.69K +128 +1%
HWM
623
Hohimer Wealth Management
Washington
$506K +$4.7K +90 +0.9%
AWM
624
AllSquare Wealth Management
New York
$505K – – –
BWA
625
BlueChip Wealth Advisors
Georgia
$500K – – –
23 24
25
26 27