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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
701
Dorsey & Whitney Trust
South Dakota
$293K – – –
OWM
702
OneAscent Wealth Management
Alabama
$293K +$9.16K +180 +3%
KIG
703
Kowal Investment Group
Wisconsin
$291K +$255 +5 +0.1%
PL
704
Plancorp LLC
Missouri
$288K +$2.04K +40 +0.7%
AWM
705
Axxcess Wealth Management
California
$286K -$1.27M -24,963 -82%
BBA
706
BLB&B Advisors
Pennsylvania
$286K -$2.04K -40 -0.7%
CBFP
707
Cedar Brook Financial Partners
Ohio
$285K +$287K +5,646 New
9WM
708
9258 Wealth Management
Ohio
$284K -$36.6K -718 -11%
GWCM
709
Godshalk Welsh Capital Management
Pennsylvania
$279K -$154K -3,016 -35%
HF
710
HRT Financial
New York
$279K +$282K +5,537 New
SFO
711
Stokes Family Office
Louisiana
$278K -$79.4K -1,560 -22%
WA
712
WealthTrust Axiom
Pennsylvania
$278K – – –
LIG
713
Lokken Investment Group
Delaware
$276K -$1.38K -27 -0.5%
AWA
714
Arkadios Wealth Advisors
Georgia
$275K -$320K -6,280 -54%
IC
715
Intersect Capital
California
$275K +$277K +5,435 New
SPFA
716
Summit Place Financial Advisors
New Jersey
$274K -$15.3K -300 -5%
BRWM
717
B. Riley Wealth Management
Tennessee
$274K +$20K +392 +8%
FFMBT
718
First Farmers & Merchants Bank Trust
Tennessee
$273K -$21K -413 -7%
SWM
719
Seaside Wealth Management
California
$273K +$271K +5,319 New
CC
720
Copperleaf Capital
North Carolina
$272K – – –
TTWM
721
TCV Trust & Wealth Management
Virginia
$272K – – –
CA
722
Crewe Advisors
Utah
$272K +$210K +4,125 +330%
BJL
723
Brighton Jones LLC
Washington
$269K +$271K +5,318 New
S
724
SignatureFD
Georgia
$268K +$81.7K +1,605 +43%
CTFG
725
Capstone Triton Financial Group
Oklahoma
$265K -$14.6K -287 -5%
27 28
29
30 31