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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
ML
676
McAdam LLC
Pennsylvania
$449K +$75.7K +1,430 +20%
SP
677
Successful Portfolios
Florida
$449K -$424 -8 -0.1%
BWP
678
Burling Wealth Partners
Illinois
$448K +$449K +8,475 New
SEIA
679
Signature Estate & Investment Advisors
California
$445K +$113K +2,125 +34%
MIM
680
MetLife Investment Management
New Jersey
$444K – – –
LB
681
Legacy Bridge
Iowa
$443K – – –
FWM
682
Forteris Wealth Management
New York
$443K +$443K +8,370 New
BF
683
Brucke Financial
Indiana
$441K -$9.48K -179 -2%
PFG
684
Pacific Financial Group
Washington
$441K +$240K +4,524 +119%
RWM
685
Rockwood Wealth Management
Pennsylvania
$440K – – –
CWP
686
CFM Wealth Partners
Texas
$438K – – –
VP
687
Verum Partners
North Carolina
$434K +$6.51K +123 +2%
CAL
688
Capital Analysts LLC
Pennsylvania
$431K +$145K +2,743 +51%
PAMG
689
Patton Albertson Miller Group
Tennessee
$430K – – –
BWAM
690
Boyd Watterson Asset Management
Ohio
$427K -$6.88K -130 -2%
VFA
691
Voya Financial Advisors
Connecticut
$426K -$5.88K -111 -1%
TWCA
692
Two West Capital Advisors
Kansas
$424K +$43.9K +830 +12%
CCG
693
Ceeto Capital Group
Florida
$423K – – –
COLIM
694
City of London Investment Management
United Kingdom
$419K -$821K -15,500 -66%
EW
695
Elyxium Wealth
California
$418K – – –
CAWM
696
Capital Advisors Wealth Management
Washington
$418K +$2.7K +51 +0.6%
EWM
697
Evolution Wealth Management
Florida
$415K +$32.1K +606 +8%
CWP
698
Cyndeo Wealth Partners
Florida
$411K – – –
WP
699
Walleye Partners
Wisconsin
$410K +$411K +7,761 New
EWA
700
Exencial Wealth Advisors
Oklahoma
$408K +$53 +1 +0%
26 27
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