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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
776
Financial Synergies Wealth Advisors
Texas
$89.1K -$252 -5 -0.3%
BA
777
Bellwether Advisors
Nebraska
$88K – – –
PWMG
778
Prestige Wealth Management Group
New Jersey
$86K – – –
LPP
779
Life Planning Partners
Florida
$85.2K +$2.02K +40 +2%
SWA
780
SOA Wealth Advisors
New York
$85K +$87.1K +1,725 New
CFB
781
Cullen/Frost Bankers
Texas
$83K -$14K -278 -14%
LWANC
782
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K +$404 +8 +0.5%
RA
783
Rise Advisors
New York
$80K -$7.12K -141 -8%
ARMC
784
American Research & Management Company
Massachusetts
$79K – – –
TAM
785
Tucker Asset Management
Colorado
$78.1K – – –
CIAS
786
Capital Investment Advisory Services
North Carolina
$77K -$25.9K -514 -25%
MIFH
787
Migdal Insurance & Financial Holdings
Israel
$77K – – –
WFA
788
WestHill Financial Advisors
California
$75K – – –
KSWA
789
Kathleen S. Wright Associates
Pennsylvania
$75K +$77.2K +1,530 New
CWA
790
Clearview Wealth Advisors
Oregon
$73K -$58.5K -1,159 -44%
TFGT
791
TS Financial Group (TSFG)
Illinois
$73K – – –
LWP
792
Lumature Wealth Partners
Georgia
$72K -$23.2K -460 -24%
CFO
793
CVA Family Office
Colorado
$72K – – –
RCM
794
Raleigh Capital Management
North Carolina
$60K +$61.7K +1,222 New
BEI
795
Benjamin Edwards Inc
Missouri
$58K -$707 -14 -1%
TWM
796
Tradition Wealth Management
Minnesota
$55K -$3.68K -73 -6%
FA
797
Faithward Advisors
Pennsylvania
$55K – – –
APC
798
Aspire Private Capital
North Carolina
$53K +$2.83K +56 +6%
CP
799
Castleview Partners
Texas
$52K +$52.1K +1,033 +5,437%
TFA
800
Transamerica Financial Advisors
Florida
$52K +$53.2K +1,055 New
30 31
32
33 34