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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
776
Gradient Investments
Minnesota
$90.4K -$71.2K -1,395 -44%
LWANC
777
Laurel Wealth Advisors (North Carolina)
North Carolina
$90.3K +$918 +18 +1%
PR
778
Payden & Rygel
California
$90K – – –
PRIG
779
Payden & Rygel Investment Group
California
$90K – – –
AF
780
Allworth Financial
California
$88.9K -$19.8K -388 -18%
CSWM
781
Cassady Schiller Wealth Management
Ohio
$87.1K – – –
NFSG
782
Newbridge Financial Services Group
Florida
$87.1K – – –
CLOS
783
Compagnie Lombard Odier SCmA
Switzerland
$86.6K -$84.8K -1,662 -50%
CWC
784
Carolinas Wealth Consulting
North Carolina
$78.5K -$2.35K -46 -3%
FFA
785
Founders Financial Alliance
North Carolina
$78.4K +$153 +3 +0.2%
WP
786
WealthShield Partners
North Carolina
$77.7K -$11.5K -226 -13%
WPA
787
West Paces Advisors
Georgia
$77.1K – – –
RIA
788
Realta Investment Advisors
Delaware
$73.7K -$13.7K -269 -16%
RLIM
789
Red Lighthouse Investment Management
New York
$72.9K – – –
WCM
790
Wunderlich Capital Managemnt
Tennessee
$71.7K – – –
CFO
791
CVA Family Office
Colorado
$69.3K – – –
CSC
792
Caldwell Sutter Capital
California
$68.9K – – –
CTC
793
Central Trust Company
Missouri
$66K -$110K -2,166 -63%
LWCFA
794
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65.6K – – –
LWM
795
Liberty Wealth Management
California
$65K +$2.7M +52,924 New
EWA
796
Elevate Wealth Advisory
Georgia
$64.3K – – –
TFGT
797
TS Financial Group (TSFG)
Illinois
$64K – – –
SNB
798
Security National Bank
Nebraska
$63.8K -$40K -785 -39%
PCMC
799
Private Capital Management (Colorado)
Colorado
$62.8K – – –
BWP
800
Baldwin Wealth Partners
Massachusetts
$61.5K – – –
30 31
32
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