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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
701
Overbrook Management Corp
New York
$377K +$379K +7,000 New
ACWM
702
Adams Chetwood Wealth Management
North Carolina
$376K – – –
AWE
703
Avidian Wealth Enterprises
Texas
$374K -$819K -15,124 -69%
AT
704
Arden Trust
Delaware
$374K -$24.7K -456 -6%
IDA
705
Intelligence Driven Advisers
California
$373K -$117K -2,155 -24%
GPA
706
Garrison Point Advisors
California
$373K -$20.6K -380 -5%
VA
707
Valmark Advisers
Ohio
$372K -$46.8K -864 -11%
LNC
708
Lincoln National Corp
Pennsylvania
$372K -$18.2K -337 -5%
VCAM
709
Van Cleef Asset Management
Ohio
$366K +$368K +6,800 New
NB
710
NBT Bank
New York
$364K – – –
AOWM
711
Alpha Omega Wealth Management
Virginia
$361K -$352K -6,509 -49%
AF
712
Advisornet Financial
Minnesota
$360K -$57.3K -1,058 -14%
VC
713
Veracity Capital
Georgia
$358K -$530K -9,794 -60%
MWM
714
Mattern Wealth Management
Kansas
$357K – – –
CL
715
Choreo LLC
Illinois
$357K +$359K +6,626 New
ATC
716
Argent Trust Co
Tennessee
$356K -$83.9K -1,550 -19%
FAFN
717
First Affirmative Financial Network
Colorado
$356K +$31.2K +576 +10%
BC
718
Burleson & Co
California
$355K -$258K -4,765 -42%
ST
719
Spinnaker Trust
Maine
$355K – – –
EAM
720
Evanson Asset Management
California
$353K +$1.73K +32 +0.5%
WPC
721
Waters Parkerson & Co
Louisiana
$351K – – –
FP
722
Financial Perspectives
Minnesota
$351K -$4.76K -88 -1%
SVWAG
723
Sound View Wealth Advisors Group
Georgia
$349K – – –
VWA
724
VERITY Wealth Advisors
United States
$348K +$350K +6,463 New
FCBT
725
First Citizens Bank & Trust
North Carolina
$346K +$347K +6,415 New
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