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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Rialto Wealth Management
New York
$306K -$111K -2,100 -27%
PFBT
727
Parkside Financial Bank & Trust
Missouri
$303K – – –
IPW
728
Intergy Private Wealth
Colorado
$298K +$3.17K +60 +1%
CVM
729
Cheviot Value Management
California
$298K +$103K +1,950 +53%
GC
730
Grimes & Company
Massachusetts
$298K -$44.8K -848 -13%
SA
731
Sovran Advisors
California
$296K -$965K -18,275 -77%
PIA
732
Panoramic Investment Advisors
Colorado
$296K -$61.4K -1,163 -17%
JLBC
733
J.L. Bainbridge & Co
Florida
$295K -$6.7K -127 -2%
TA
734
Townsend & Associates
Colorado
$295K – – –
IIC
735
Integrated Investment Consultants
Michigan
$295K – – –
CTC
736
Central Trust Company
Missouri
$291K -$6.6K -125 -2%
WWC
737
Waypoint Wealth Counsel
Georgia
$291K -$80K -1,515 -22%
GFG
738
Goldstone Financial Group
Illinois
$291K +$289K +5,480 New
TCM
739
TD Capital Management
Tennessee
$289K – – –
CAL
740
Capital Analysts LLC
Pennsylvania
$287K +$4.59K +87 +2%
MFS
741
Mattson Financial Services
Michigan
$287K -$357K -6,771 -56%
RDWM
742
Red Door Wealth Management
Tennessee
$285K +$284K +5,373 New
APG
743
Abacus Planning Group
South Carolina
$284K +$283K +5,360 New
OCM
744
Orleans Capital Management
Louisiana
$284K -$121K -2,300 -30%
AP
745
Americana Partners
Texas
$284K – – –
EAM
746
Evanson Asset Management
California
$284K +$2.9K +55 +1%
GJIA
747
Glass Jacobson Investment Advisors
Maryland
$283K +$5.12K +97 +2%
WB
748
Webster Bank
Connecticut
$283K – – –
ISWM
749
Independent Solutions Wealth Management
New York
$279K -$2.48K -47 -0.9%
CWP
750
Concord Wealth Partners
Virginia
$279K -$4.7K -89 -2%
28 29
30
31 32