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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
751
Waterloo Capital
Texas
$318K +$318K +6,070 New
RW
752
Rede Wealth
Virginia
$314K -$1.36K -26 -0.4%
KJWM
753
Kiley Juergens Wealth Management
Washington
$310K – – –
HPM
754
Hoxton Planning & Management
West Virginia
$305K – – –
GC
755
Grimes & Company
Massachusetts
$304K +$3.41K +65 +1%
NW
756
NewEdge Wealth
Pennsylvania
$300K -$174K -3,324 -37%
IPW
757
Intergy Private Wealth
Colorado
$293K -$7.18K -137 -2%
PWPS
758
Pinnacle Wealth Planning Services
Ohio
$292K – – –
OCM
759
Orleans Capital Management
Louisiana
$291K – – –
SFPG
760
Stonebridge Financial Planning Group
Florida
$291K +$17.4K +331 +6%
EF
761
Evanson Financial
Virginia
$290K +$290K +5,539 New
JSA
762
Jim Saulnier & Associates
Colorado
$290K +$290K +5,526 New
RWM
763
Rialto Wealth Management
New York
$290K -$254K -4,836 -47%
CVA
764
Central Valley Advisors
California
$289K +$2.36K +45 +0.8%
OWM
765
Orca Wealth Management
Florida
$288K +$3.04K +58 +1%
CS
766
Crescent Sterling
Louisiana
$288K +$288K +5,493 New
SWGC
767
Summit Wealth Group (Colorado)
Colorado
$288K -$1.68K -32 -0.6%
NFG
768
Nations Financial Group
Iowa
$286K -$4.28M -81,697 -94%
TCM
769
TD Capital Management
Tennessee
$286K – – –
RBWA
770
RFG - Bristol Wealth Advisors
Massachusetts
$285K -$59.9K -1,143 -17%
AP
771
Americana Partners
Texas
$285K -$15.7K -300 -5%
EWM
772
Empirical Wealth Management
Washington
$284K -$159K -3,026 -36%
PFGIA
773
Patriot Financial Group Insurance Agency
Massachusetts
$284K -$234K -4,467 -45%
HWM
774
Hohimer Wealth Management
Washington
$283K -$72.1K -1,376 -20%
WDC
775
Woodward Diversified Capital
California
$282K -$7.23K -138 -3%
29 30
31
32 33