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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
C2C Wealth Management
Arizona
$247K – – –
CIAS
727
CFS Investment Advisory Services
New Jersey
$245K -$17K -327 -7%
HS
728
Horan Securities
United States
$243K +$2.45K +47 +1%
CWP
729
Concord Wealth Partners
Virginia
$243K +$33.5K +643 +16%
AWM
730
Accurate Wealth Management
Florida
$242K -$1.82K -35 -0.7%
ONB
731
Old National Bancorp
Indiana
$241K – – –
CAG
732
Csenge Advisory Group
Florida
$240K +$25.6K +492 +12%
PCA
733
Prosperity Capital Advisors
Ohio
$239K +$16.1K +310 +7%
MC
734
Middleton & Co
Massachusetts
$238K -$13.3K -255 -5%
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$237K – – –
WB
736
Webster Bank
Connecticut
$237K +$9.89K +190 +4%
RCG
737
Regatta Capital Group
California
$237K – – –
BBA
738
BLB&B Advisors
Pennsylvania
$236K +$5.72K +110 +3%
FP
739
Financial Perspectives
Minnesota
$230K -$729 -14 -0.3%
MIC
740
Meridian Investment Counsel
California
$230K – – –
SW
741
SteelPeak Wealth
California
$227K +$224K +4,313 New
EWM
742
Empirical Wealth Management
Washington
$225K – – –
SHGA
743
Sand Hill Global Advisors
California
$222K – – –
CCM
744
Canal Capital Management
Virginia
$218K +$215K +4,141 New
CWS
745
Confluence Wealth Services
Pennsylvania
$217K -$362K -6,953 -63%
MGIA
746
Matthew Goff Investment Advisor
Texas
$217K -$2.13K -41 -1%
NW
747
NewEdge Wealth
Pennsylvania
$215K -$213K -4,102 -50%
HIS
748
Horizon Investment Services
Indiana
$214K – – –
LCGC
749
Legacy Capital Group California
California
$214K +$468 +9 +0.2%
PWS
750
Proactive Wealth Strategies
Georgia
$213K +$210K +4,042 New
28 29
30
31 32