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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
751
San Luis Wealth Advisors
California
$244K +$239K +4,537 New
SWA
752
Stratos Wealth Advisors
Ohio
$243K -$224K -4,258 -48%
CWM
753
C2C Wealth Management
Arizona
$243K – – –
CB
754
CNB Bank
Pennsylvania
$242K +$98.8K +1,875 +67%
TF
755
TimeScale Financial
Massachusetts
$241K -$229K -4,342 -48%
FC
756
Fusion Capital
South Carolina
$241K -$9.91K -188 -4%
CF
757
Centaurus Financial
California
$240K -$89.3K -1,694 -27%
CAWM
758
Capital Advisors Wealth Management
Washington
$239K -$450K -8,543 -65%
CAG
759
Curtis Advisory Group
California
$238K +$10K +190 +4%
WWM
760
Windsor Wealth Management
Indiana
$237K +$3.9K +74 +2%
PCM
761
Penserra Capital Management
California
$237K +$7.86K +149 +3%
WCP
762
Wick Capital Partners
Pennsylvania
$237K +$241K +4,579 New
CIM
763
CIM Investment Management
Pennsylvania
$233K – – –
SPWM
764
Schrum Private Wealth Management
Florida
$228K -$21.5K -408 -8%
PWW
765
Pettyjohn Wood & White
Virginia
$228K +$232K +4,400 New
ZB
766
Zions Bancorporation
Utah
$228K +$232K +4,400 New
RMAM
767
Raab & Moskowitz Asset Management
New Jersey
$225K -$2.53K -48 -1%
NCM
768
NCM Capital Management
New Jersey
$225K +$229K +4,353 New
BFA
769
Bragg Financial Advisors
North Carolina
$224K -$3.16K -60 -1%
CFIA
770
Cantor Fitzgerald Investment Advisors
New York
$224K – – –
CA
771
CoreCap Advisors
Michigan
$223K -$88.4K -1,676 -28%
D
772
Diversified
Delaware
$223K +$228K +4,323 New
WI
773
Wintrust Investments
Illinois
$222K -$16.1K -305 -7%
CPA
774
Cardiff Park Advisors
California
$221K +$53 +1 +0%
TCA
775
Transcend Capital Advisors
New Jersey
$219K -$265K -5,025 -54%
29 30
31
32 33