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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TB
726
Terril Brothers
Missouri
$276K – – –
LWP
727
Lumature Wealth Partners
Georgia
$274K +$273K +4,967 New
WA
728
Wealth Architects
California
$272K – – –
CSIC
729
Clifford Swan Investment Counsel
California
$272K +$41.8K +760 +18%
FHA
730
Flagship Harbor Advisors
Massachusetts
$271K – – –
SWM
731
SVA Wealth Management
Wisconsin
$271K +$270K +4,909 New
RMAM
732
Raab & Moskowitz Asset Management
New Jersey
$269K – – –
IC
733
Inscription Capital
Texas
$266K +$265K +4,827 New
KFS
734
Kelly Financial Services
Massachusetts
$265K +$146K +2,650 +123%
CSM
735
CAMG Solamere Management
North Carolina
$265K -$35.7K -650 -12%
LNC
736
Lincoln National Corp
Pennsylvania
$265K +$23.4K +426 +10%
SIC
737
Sigma Investment Counselors
Michigan
$264K +$51.1K +930 +24%
HWM
738
Hemington Wealth Management
Virginia
$260K +$259K +4,715 New
SWMG
739
Strategic Wealth Management Group
Maryland
$258K +$165 +3 +0.1%
ERWM
740
Elk River Wealth Management
Colorado
$258K +$257K +4,670 New
SIA
741
Soltis Investment Advisors
Utah
$258K +$257K +4,672 New
KIG
742
Kowal Investment Group
Wisconsin
$257K +$257K +4,667 New
NCM
743
Novare Capital Management
North Carolina
$254K -$5.5K -100 -2%
OGF
744
Orin Green Financial
California
$253K +$252K +4,586 New
DP
745
Dearborn Partners
Illinois
$252K – – –
LIG
746
Lokken Investment Group
Delaware
$252K +$251K +4,563 New
ACA
747
Aptus Capital Advisors
Alabama
$250K +$106K +1,922 +73%
PCM
748
Parsons Capital Management
Rhode Island
$248K +$247K +4,498 New
NB
749
NBT Bank
New York
$247K – – –
RF
750
RHS Financial
California
$245K -$131K -2,374 -35%
28 29
30
31 32