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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TWCA
676
Two West Capital Advisors
Kansas
$466K +$45.1K +853 +11%
GSWM
677
Golden State Wealth Management
California
$463K -$102K -1,929 -18%
VFA
678
Voya Financial Advisors
Connecticut
$461K +$40.4K +765 +10%
RWP
679
RWA Wealth Partners
Massachusetts
$457K – – –
GPA
680
Garrison Point Advisors
California
$452K – – –
MFA
681
Mayflower Financial Advisors
Massachusetts
$451K – – –
DIA
682
Dana Investment Advisors
Wisconsin
$450K -$50.9K -963 -10%
SP
683
Successful Portfolios
Florida
$446K – – –
BWP
684
Burling Wealth Partners
Illinois
$445K – – –
EWM
685
Empirical Wealth Management
Washington
$444K -$88.1K -1,667 -16%
MIM
686
MetLife Investment Management
New Jersey
$442K – – –
WCM
687
WealthBridge Capital Management
Ohio
$442K -$25.6K -484 -5%
LB
688
Legacy Bridge
Iowa
$441K – – –
RWM
689
Rockwood Wealth Management
Pennsylvania
$438K – – –
CWP
690
CFM Wealth Partners
Texas
$435K – – –
HL
691
HeadInvest LLC
Maine
$435K +$66.1K +1,250 +18%
FSAG
692
Financial Solutions Advisory Group
Illinois
$433K +$436K +8,247 New
AA
693
Ancora Advisors
Ohio
$430K +$29.3K +555 +7%
MSA
694
Marathon Strategic Advisors
Pennsylvania
$428K -$27.1K -512 -6%
MFG
695
Merit Financial Group
Georgia
$427K -$51.1K -966 -11%
TPA
696
Trivium Point Advisory
Connecticut
$425K -$1.08M -20,450 -72%
FIA
697
Foundations Investment Advisors
Arizona
$424K +$126K +2,386 +42%
PWS
698
Proactive Wealth Strategies
Georgia
$422K +$214K +4,042 +101%
FCT
699
First Community Trust
Iowa
$420K +$414K +7,824 +4,445%
CCG
700
Ceeto Capital Group
Florida
$420K – – –
26 27
28
29 30