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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
776
Integral Investment Advisors
California
$244K – – –
CWP
777
Concord Wealth Partners
Virginia
$244K +$4.78K +92 +2%
HS
778
Horan Securities
United States
$242K +$3.38K +65 +1%
AWM
779
Accurate Wealth Management
Florida
$237K -$2.08K -40 -0.9%
HT
780
Headlands Technologies
Illinois
$234K +$235K +4,520 New
FWM
781
Foguth Wealth Management
Michigan
$234K +$234K +4,504 New
MC
782
Middleton & Co
Massachusetts
$233K – – –
LNWWM
783
Laird Norton Wetherby Wealth Management
California
$233K – – –
BBA
784
BLB&B Advisors
Pennsylvania
$232K – – –
SFC
785
Strategic Financial Concepts
Texas
$232K +$233K +4,479 New
RWM
786
Raffa Wealth Management
District of Columbia
$229K +$46.2K +889 +25%
ONB
787
Old National Bancorp
Indiana
$229K -$8.53K -164 -4%
FP
788
Financial Perspectives
Minnesota
$226K +$572 +11 +0.3%
CAG
789
Csenge Advisory Group
Florida
$226K -$11.6K -223 -5%
AWM
790
Able Wealth Management
New Jersey
$225K -$27.4K -527 -11%
GFA
791
Gallagher Fiduciary Advisors
Illinois
$223K -$4.89M -94,069 -96%
AG
792
AmeriFlex Group
Nevada
$222K +$222K +4,274 New
TIP
793
Tandem Investment Partners
New Jersey
$222K +$223K +4,297 New
EWM
794
Empirical Wealth Management
Washington
$221K – – –
AF
795
Allworth Financial
California
$220K +$146K +2,811 +195%
VA
796
Valmark Advisers
Ohio
$219K -$96.7K -1,860 -31%
1WM
797
1900 Wealth Management
Texas
$218K -$108K -2,069 -33%
SHGA
798
Sand Hill Global Advisors
California
$217K -$988 -19 -0.5%
PFA
799
Portland Financial Advisors
New York
$217K +$218K +4,190 New
OPWM
800
Oxinas Partners Wealth Management
Indiana
$216K -$46.2K -888 -18%
30 31
32
33 34