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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BankPlus Wealth Management
Mississippi
$470K +$2.94K +56 +0.6%
PAS
677
PKS Advisory Services
New York
$468K +$66.4K +1,266 +17%
CTWM
678
Cherry Tree Wealth Management
Minnesota
$468K -$6.55K -125 -1%
AWA
679
Acorn Wealth Advisors
Michigan
$464K -$95.8K -1,828 -17%
GSWM
680
Golden State Wealth Management
California
$462K +$105 +2 +0%
GPA
681
Garrison Point Advisors
California
$450K -$524 -10 -0.1%
ML
682
McAdam LLC
Pennsylvania
$450K +$101K +1,921 +29%
DIA
683
Dana Investment Advisors
Wisconsin
$449K +$524 +10 +0.1%
MFA
684
Mayflower Financial Advisors
Massachusetts
$444K -$6.29K -120 -1%
SP
685
Successful Portfolios
Florida
$441K -$524 -10 -0.1%
MIM
686
MetLife Investment Management
New Jersey
$440K – – –
WCM
687
WealthBridge Capital Management
Ohio
$440K – – –
RWIA
688
Roger Wittlin Investment Advisory
California
$437K -$133K -2,528 -23%
LB
689
Legacy Bridge
Iowa
$436K -$3.41K -65 -0.8%
AFA
690
American Financial Advisors
Georgia
$435K -$41.5K -791 -9%
HL
691
HeadInvest LLC
Maine
$433K – – –
PWS
692
Proactive Wealth Strategies
Georgia
$426K +$4.82K +92 +1%
FCT
693
First Community Trust
Iowa
$425K +$5.98K +114 +1%
CA
694
Cornerstone Advisory
Maryland
$425K -$403K -7,688 -49%
FSAG
695
Financial Solutions Advisory Group
Illinois
$425K -$5.24K -100 -1%
DW
696
Dodds Wealth
Colorado
$424K -$131K -2,503 -24%
WAG
697
Winthrop Advisory Group
Massachusetts
$423K +$52.4K +1,000 +14%
MSA
698
Marathon Strategic Advisors
Pennsylvania
$421K -$5.5K -105 -1%
CCG
699
Ceeto Capital Group
Florida
$419K – – –
CAL
700
Capital Analysts LLC
Pennsylvania
$419K +$4.3K +82 +1%
26 27
28
29 30