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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
726
Panoramic Capital Partners
Oregon
$377K – – –
OP
727
Oath Planning
Oklahoma
$372K +$4.25K +81 +1%
BIG
728
Brookwood Investment Group
Arizona
$364K -$52 -1 -0%
SFG
729
Seamount Financial Group
Colorado
$364K +$28.1K +536 +8%
CCFM
730
Clear Creek Financial Management
Washington
$360K +$30.7K +586 +9%
DF
731
Downshift Financial
Colorado
$356K – – –
HCM
732
Highview Capital Management
Illinois
$355K +$2.57K +49 +0.7%
SWM
733
Seed Wealth Management
Illinois
$354K +$354K +6,745 New
AL
734
Aspiriant LLC
California
$350K +$3.88K +74 +1%
KAS
735
KPP Advisory Services
Kentucky
$346K +$83K +1,584 +32%
PG
736
Patten Group
Tennessee
$344K -$18.8K -359 -5%
SCM
737
Seascape Capital Management
New Hampshire
$344K – – –
DC
738
Destiny Capital
Colorado
$338K +$29.3K +558 +9%
KFGG
739
Keystone Financial Group (Georgia)
Georgia
$336K +$3.83K +73 +1%
HWA
740
Heartwood Wealth Advisors
Virginia
$334K – – –
COLIM
741
City of London Investment Management
United Kingdom
$332K – – –
VPI
742
Value Partners Investments
Manitoba, Canada
$331K -$26.2K -500 -7%
TIP
743
Tandem Investment Partners
New Jersey
$330K +$40.2K +766 +14%
OWP
744
Obermeyer Wealth Partners
Colorado
$329K -$7.97K -152 -2%
IWS
745
Intentional Wealth Strategies
Colorado
$329K +$2.31K +44 +0.7%
PRP
746
Peak Retirement Planning
Ohio
$328K -$31.8K -606 -9%
EIA
747
Edgemoor Investment Advisors
Maryland
$326K – – –
FCA
748
Fortis Capital Advisors
Kansas
$325K +$13.7K +262 +4%
CVM
749
Cheviot Value Management
California
$319K – – –
VFA
750
Valeo Financial Advisors
Indiana
$318K +$318K +6,073 New
28 29
30
31 32