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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
726
Winthrop Advisory Group
Massachusetts
$312K +$310K +5,959 New
4WM
727
4J Wealth Management
Virginia
$312K – – –
TF
728
Trek Financial
Arizona
$311K +$309K +5,945 New
DWT
729
Dorsey & Whitney Trust
South Dakota
$308K – – –
TCM
730
TD Capital Management
Tennessee
$306K -$5.2K -100 -2%
NW
731
NewEdge Wealth
Pennsylvania
$306K +$3.38K +65 +1%
VWWMG
732
Vermillion & White Wealth Management Group
Pennsylvania
$306K -$23.1K -445 -7%
AIM
733
Acropolis Investment Management
Missouri
$305K -$84.4K -1,623 -22%
HPM
734
Hoxton Planning & Management
West Virginia
$305K – – –
IC
735
IEQ Capital
California
$303K – – –
SAW
736
Signal Advisors Wealth
Michigan
$302K -$118K -2,273 -28%
IIC
737
Integrated Investment Consultants
Michigan
$301K +$1.46K +28 +0.5%
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$299K – – –
JLBC
739
J.L. Bainbridge & Co
Florida
$298K -$3.02K -58 -1%
BWM
740
Bulltick Wealth Management
Florida
$297K -$1.9M -36,590 -87%
CWMK
741
Caliber Wealth Management (Kansas)
Kansas
$296K +$294K +5,653 New
ML
742
McAdam LLC
Pennsylvania
$295K -$6.39K -123 -2%
CTC
743
Central Trust Company
Missouri
$294K +$155K +2,985 +114%
WB
744
WesBanco Bank
West Virginia
$286K -$8.47K -163 -3%
DIA
745
Dana Investment Advisors
Wisconsin
$285K +$33.5K +644 +13%
DJSG
746
D.J. St. Germain
Massachusetts
$284K +$282K +5,418 New
WWG
747
West Wealth Group
California
$284K +$282K +5,430 New
EIA
748
Edgemoor Investment Advisors
Maryland
$283K – – –
PAS
749
PKS Advisory Services
New York
$283K -$3.85K -74 -1%
GJIA
750
Glass Jacobson Investment Advisors
Maryland
$282K – – –
28 29
30
31 32