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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
1CM
626
1492 Capital Management
Wisconsin
$499K +$246K +4,741 +96%
AFO
627
Allie Family Office
Florida
$496K +$236K +4,532 +90%
RWM
628
Rockwood Wealth Management
Pennsylvania
$496K -$1.32M -25,330 -73%
AWM
629
AllSquare Wealth Management
New York
$495K – – –
CTWM
630
Cherry Tree Wealth Management
Minnesota
$490K -$7.49K -144 -1%
KTA
631
Keeley-Teton Advisors
Illinois
$485K -$216K -4,160 -31%
RW
632
Rede Wealth
Virginia
$479K -$1.09K -21 -0.2%
BFO
633
Boston Family Office
Massachusetts
$479K -$3.85K -74 -0.8%
AIP
634
Alexis Investment Partners
Texas
$478K +$481K +9,250 New
WP
635
WMS Partners
Maryland
$477K – – –
S
636
Sachetta
Massachusetts
$476K – – –
HPFG
637
Hart & Patterson Financial Group
Massachusetts
$472K +$27.9K +536 +6%
MFA
638
Mayflower Financial Advisors
Massachusetts
$470K -$19.9K -382 -4%
TCA
639
Transcend Capital Advisors
New Jersey
$467K -$20.4K -392 -4%
ACP
640
Aveo Capital Partners
Colorado
$466K +$6.19K +119 +1%
HWM
641
Hohimer Wealth Management
Washington
$465K +$156 +3 +0%
IWM
642
IHT Wealth Management
Illinois
$458K -$614K -11,807 -57%
EP
643
Edgestream Partners
New Jersey
$454K -$660K -12,703 -59%
CWP
644
Cyndeo Wealth Partners
Florida
$452K – – –
CWG
645
Cornerstone Wealth Group
North Carolina
$447K -$9.77K -188 -2%
VP
646
Verum Partners
North Carolina
$443K +$6.19K +119 +1%
RZH
647
Relyea Zuckerberg Hanson
Connecticut
$442K +$4.58K +88 +1%
MSA
648
Marathon Strategic Advisors
Pennsylvania
$441K -$35K -673 -7%
BF
649
Brucke Financial
Indiana
$441K +$440K +8,469 New
SP
650
Successful Portfolios
Florida
$439K -$15.7K -302 -3%
24 25
26
27 28