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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
751
Ignite Planners
California
$278K – – –
CWMK
752
Caliber Wealth Management (Kansas)
Kansas
$278K -$21.3K -403 -7%
CAAM
753
Cornerstone Advisors Asset Management
Pennsylvania
$278K +$276K +5,233 New
CWM
754
C2C Wealth Management
Arizona
$276K – – –
BWA
755
BlueChip Wealth Advisors
Georgia
$274K -$228K -4,312 -45%
CWM
756
Centurion Wealth Management
Virginia
$273K – – –
FCA
757
Fortis Capital Advisors
Kansas
$273K +$272K +5,147 New
PPWP
758
Premier Path Wealth Partners
New Jersey
$273K +$25.5K +484 +10%
GBT
759
Grove Bank & Trust
Florida
$272K – – –
PT
760
Plimoth Trust
Massachusetts
$272K – – –
DI
761
Disciplined Investments
Oklahoma
$272K -$27K -511 -9%
EI
762
eCIO Inc
Wisconsin
$269K +$34.8K +660 +15%
GC
763
Gilbert & Cook
Iowa
$267K -$147K -2,786 -36%
IWP
764
Insight Wealth Partners
Texas
$266K +$475 +9 +0.2%
IAA
765
Independent Advisor Alliance
North Carolina
$266K +$26.4K +501 +11%
BMCM
766
Black Maple Capital Management
Wisconsin
$265K – – –
SCTC
767
Sanibel Captiva Trust Company
Florida
$265K – – –
DIA
768
Davidson Investment Advisors
Montana
$264K +$528 +10 +0.2%
RCM
769
Richardson Capital Management
Wisconsin
$260K +$259K +4,902 New
WI
770
WBI Investments
New Jersey
$257K -$317 -6 -0.1%
VH
771
Visionary Horizons
Tennessee
$257K +$9.13K +173 +4%
VWWMG
772
Vermillion & White Wealth Management Group
Pennsylvania
$257K -$49.7K -942 -16%
CT
773
Clearstead Trust
Maine
$257K – – –
PFGIA
774
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$39K +738 +18%
MW
775
MBL Wealth
North Carolina
$250K – – –
29 30
31
32 33