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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
626
Peloton Wealth Strategists
Indiana
$603K +$114K +2,088 +23%
LF
627
Lantz Financial
Illinois
$597K +$388K +7,076 +186%
BPA
628
Beacon Pointe Advisors
California
$593K +$593K +10,819 New
TFA
629
Tranquilli Financial Advisor
New Jersey
$590K +$590K +10,761 New
UR
630
USCA RIA
Texas
$582K – – –
FHC
631
First Horizon Corporation
Tennessee
$582K +$35.1K +640 +6%
WHG
632
Westwood Holdings Group
Texas
$579K -$38.5K -703 -6%
CAM
633
Cresset Asset Management
Illinois
$576K -$48.3K -881 -8%
SS
634
Simplicity Solutions
Minnesota
$570K -$123K -2,242 -18%
KF
635
Krilogy Financial
Missouri
$567K +$45.3K +826 +9%
CHAM
636
Clear Harbor Asset Management
Connecticut
$566K -$4.93K -90 -0.9%
PR
637
Payden & Rygel
California
$566K +$38.4K +700 +7%
CCA
638
Cobblestone Capital Advisors
New York
$550K – – –
BAM
639
Baldrige Asset Management
Pennsylvania
$550K +$64.3K +1,173 +13%
IDA
640
Intelligence Driven Advisers
California
$548K -$2.42M -44,136 -82%
MIH
641
Meitav Investment House
Israel
$546K +$50K +912 +10%
CWP
642
Corepath Wealth Partners
Arizona
$543K -$1.64K -30 -0.3%
CFA
643
Carroll Financial Associates
North Carolina
$541K +$2.03K +37 +0.4%
PA
644
Procyon Advisors
Connecticut
$541K +$44.2K +806 +9%
BTWM
645
Baker Tilly Wealth Management
Wisconsin
$537K -$347K -6,337 -39%
CCM
646
Crew Capital Management
Ohio
$529K – – –
FPFS
647
First Personal Financial Services
North Carolina
$526K +$4.38K +80 +0.8%
SCM
648
Schnieders Capital Management
California
$523K – – –
SFP
649
Shepherd Financial Partners
Massachusetts
$516K -$292K -5,328 -36%
VA
650
Valmark Advisers
Ohio
$516K -$28.1K -513 -5%
24 25
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