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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
726
Sunbelt Securities
Texas
$363K +$1.8K +34 +0.5%
VPI
727
Value Partners Investments
Manitoba, Canada
$362K – – –
JCM
728
Janney Capital Management
Pennsylvania
$361K -$16.1K -304 -4%
DF
729
Downshift Financial
Colorado
$360K +$360K +6,791 New
AL
730
Aspiriant LLC
California
$357K +$7.94K +150 +2%
GFM
731
GEN Financial Management
Minnesota
$357K – – –
HCM
732
Highview Capital Management
Illinois
$357K +$357K +6,750 New
MFS
733
Mattson Financial Services
Michigan
$352K +$66.3K +1,253 +23%
WWMP
734
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$352K +$352K +6,653 New
BWM
735
BankPlus Wealth Management
Mississippi
$349K +$349K +6,592 New
SCM
736
Seascape Capital Management
New Hampshire
$347K -$2.12K -40 -0.6%
SAM
737
Seelaus Asset Management
New Jersey
$346K – – –
WWG
738
West Wealth Group
California
$339K +$3.28K +62 +1%
BPAMU
739
BTG Pactual Asset Management US
New York
$338K – – –
SW
740
SteelPeak Wealth
California
$333K -$8.47K -160 -2%
KFGG
741
Keystone Financial Group (Georgia)
Georgia
$332K +$5.03K +95 +2%
OWP
742
Obermeyer Wealth Partners
Colorado
$332K -$8.47K -160 -2%
HWA
743
Heartwood Wealth Advisors
Virginia
$329K – – –
GPA
744
Guidance Point Advisors
Massachusetts
$327K +$327K +6,185 New
PCM
745
Prelude Capital Management
New York
$326K -$63.5K -1,200 -16%
DC
746
Destiny Capital
Colorado
$324K -$1.53K -29 -0.5%
AEPWM
747
Atlantic Edge Private Wealth Management
Florida
$321K -$1.85K -35 -0.6%
WDC
748
Woodward Diversified Capital
California
$320K -$14.7K -278 -4%
EIA
749
Edgemoor Investment Advisors
Maryland
$314K -$51.4K -970 -14%
GC
750
Grimes & Company
Massachusetts
$314K +$17K +321 +6%
28 29
30
31 32