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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
626
Cherry Tree Wealth Management
Minnesota
$477K -$15.6K -296 -3%
VFM
627
Vision Financial Markets
Connecticut
$477K – – –
NPT
628
National Philanthropic Trust
Pennsylvania
$475K -$735K -13,920 -61%
CAM
629
Cresset Asset Management
Illinois
$474K – – –
WCM
630
WealthBridge Capital Management
Ohio
$471K +$23.8K +450 +5%
CP
631
Clarendon Private
Massachusetts
$471K -$264 -5 -0.1%
TC
632
TAGStone Capital
North Carolina
$466K -$102K -1,934 -18%
MWM
633
Maridea Wealth Management
New York
$463K +$188K +3,561 +69%
DBRC
634
D.B. Root & Company
Pennsylvania
$462K +$40.4K +765 +10%
TCA
635
Transcend Capital Advisors
New Jersey
$459K -$101K -1,916 -18%
MFA
636
Mayflower Financial Advisors
Massachusetts
$456K -$21.1K -400 -4%
BF
637
Brucke Financial
Indiana
$451K -$5.86K -111 -1%
SP
638
Successful Portfolios
Florida
$450K – – –
DWP
639
Daymark Wealth Partners
Ohio
$447K +$4.86K +92 +1%
MIM
640
MetLife Investment Management
New Jersey
$446K – – –
LB
641
Legacy Bridge
Iowa
$444K -$14.5K -275 -3%
AG
642
AmeriFlex Group
Nevada
$443K +$348K +6,588 +373%
RWM
643
Rockwood Wealth Management
Pennsylvania
$442K -$2.69K -51 -0.6%
CWP
644
CFM Wealth Partners
Texas
$439K +$65.6K +1,243 +18%
BHWM
645
Beaird Harris Wealth Management
Texas
$435K +$845 +16 +0.2%
BWAM
646
Boyd Watterson Asset Management
Ohio
$435K -$35.4K -670 -8%
VFA
647
Voya Financial Advisors
Connecticut
$432K +$43.5K +824 +11%
PAMG
648
Patton Albertson Miller Group
Tennessee
$431K +$429K +8,125 New
VP
649
Verum Partners
North Carolina
$429K +$4.49K +85 +1%
CCG
650
Ceeto Capital Group
Florida
$424K – – –
24 25
26
27 28