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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
726
Financial Management Network
California
$208K -$92.1K -1,841 -30%
BLC
727
Brown, Lisle/Cummings
Rhode Island
$208K – – –
9WM
728
9258 Wealth Management
Ohio
$207K – – –
WB
729
Webster Bank
Connecticut
$207K – – –
AOWM
730
Alpha Omega Wealth Management
Virginia
$207K – – –
RPA
731
Rock Point Advisors
Vermont
$204K -$23.7K -473 -10%
SAF
732
Smith Anglin Financial
Texas
$202K +$1.7K +34 +0.8%
CAM
733
Concorde Asset Management
Michigan
$201K +$202K +4,034 New
WPA
734
West Paces Advisors
Georgia
$196K -$22.5K -450 -10%
CA
735
Crewe Advisors
Utah
$188K – – –
APCM
736
Alaska Permanent Capital Management
Alaska
$187K – – –
FRA
737
Front Row Advisors
California
$184K +$50 +1 +0%
RG
738
Retirement Group
California
$183K +$350 +7 +0.2%
SR
739
Syntax Research
Florida
$182K +$183K +3,660 New
RWM
740
Raffa Wealth Management
District of Columbia
$180K +$65.3K +1,305 +57%
PTC
741
Private Trust Company
Ohio
$170K +$33.5K +670 +24%
AIC
742
Archer Investment Corporation
Indiana
$169K +$2.3K +46 +1%
EWM
743
EPG Wealth Management
Georgia
$167K -$21.3K -426 -11%
FMII
744
Farmers & Merchants Investments Inc
Nebraska
$157K +$158K +3,152 New
FDCDDQ
745
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K -$170K -3,403 -54%
WP
746
WealthShield Partners
North Carolina
$145K +$29.3K +586 +25%
CTC
747
Central Trust Company
Missouri
$141K -$108K -2,150 -43%
CPG
748
Cornerstone Planning Group
New Jersey
$123K -$3K -60 -2%
SIM
749
Studio Investment Management
Illinois
$117K – – –
HWP
750
Hibernia Wealth Partners
Louisiana
$112K +$113K +2,251 New
28 29
30
31 32