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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
726
Brookwood Investment Group
Arizona
$364K -$52 -1 -0%
SFG
727
Seamount Financial Group
Colorado
$364K +$28.1K +536 +8%
CCFM
728
Clear Creek Financial Management
Washington
$360K +$30.7K +586 +9%
DF
729
Downshift Financial
Colorado
$356K – – –
HCM
730
Highview Capital Management
Illinois
$355K +$2.57K +49 +0.7%
SWM
731
Seed Wealth Management
Illinois
$354K +$354K +6,745 New
AL
732
Aspiriant LLC
California
$350K +$3.88K +74 +1%
KAS
733
KPP Advisory Services
Kentucky
$346K +$83K +1,584 +32%
PG
734
Patten Group
Tennessee
$344K -$18.8K -359 -5%
SCM
735
Seascape Capital Management
New Hampshire
$344K – – –
DC
736
Destiny Capital
Colorado
$338K +$29.3K +558 +9%
KFGG
737
Keystone Financial Group (Georgia)
Georgia
$336K +$3.83K +73 +1%
HWA
738
Heartwood Wealth Advisors
Virginia
$334K – – –
COLIM
739
City of London Investment Management
United Kingdom
$332K – – –
VPI
740
Value Partners Investments
Manitoba, Canada
$331K -$26.2K -500 -7%
TIP
741
Tandem Investment Partners
New Jersey
$330K +$40.2K +766 +14%
OWP
742
Obermeyer Wealth Partners
Colorado
$329K -$7.97K -152 -2%
IWS
743
Intentional Wealth Strategies
Colorado
$329K +$2.31K +44 +0.7%
PRP
744
Peak Retirement Planning
Ohio
$328K -$31.8K -606 -9%
EIA
745
Edgemoor Investment Advisors
Maryland
$326K – – –
FCA
746
Fortis Capital Advisors
Kansas
$325K +$13.7K +262 +4%
CVM
747
Cheviot Value Management
California
$319K – – –
VFA
748
Valeo Financial Advisors
Indiana
$318K +$318K +6,073 New
WC
749
Waterloo Capital
Texas
$318K +$318K +6,070 New
RW
750
Rede Wealth
Virginia
$314K -$1.36K -26 -0.4%
28 29
30
31 32