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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
VH
776
Visionary Horizons
Tennessee
$247K +$245K +4,719 New
IAA
777
Independent Advisor Alliance
North Carolina
$240K -$767K -14,755 -76%
MC
778
Middleton & Co
Massachusetts
$236K – – –
OPWM
779
Oxinas Partners Wealth Management
Indiana
$236K +$16.4K +315 +8%
BBA
780
BLB&B Advisors
Pennsylvania
$235K – – –
FWM
781
Foguth Wealth Management
Michigan
$234K -$1.61K -31 -0.7%
AWM
782
Accurate Wealth Management
Florida
$234K -$4K -77 -2%
GWAM
783
Guardian Wealth Advisors (Minnesota)
Minnesota
$234K -$19.7K -379 -8%
MWM
784
Maridea Wealth Management
New York
$232K +$230K +4,428 New
RWM
785
Raffa Wealth Management
District of Columbia
$228K -$4.42K -85 -2%
PPWP
786
Premier Path Wealth Partners
New Jersey
$227K +$226K +4,340 New
FP
787
Financial Perspectives
Minnesota
$225K -$4.47K -86 -2%
AG
788
AmeriFlex Group
Nevada
$225K +$728 +14 +0.3%
HIMC
789
Heritage Investors Management Corp
Maryland
$224K +$223K +4,286 New
PFA
790
Portland Financial Advisors
New York
$219K – – –
FHA
791
Flagship Harbor Advisors
Massachusetts
$219K +$217K +4,179 New
TIP
792
Tandem Investment Partners
New Jersey
$217K -$8.01K -154 -4%
SHGA
793
Sand Hill Global Advisors
California
$217K -$3.22K -62 -1%
FIA
794
Foundations Investment Advisors
Arizona
$216K -$51.2K -984 -19%
FAFN
795
First Affirmative Financial Network
Colorado
$215K -$47.3K -909 -18%
MG
796
Mather Group
Illinois
$214K +$21.8K +420 +11%
MWM
797
Mascoma Wealth Management
New Hampshire
$212K -$51.6K -993 -20%
LCGC
798
Legacy Capital Group California
California
$212K +$4.63K +89 +2%
FCH
799
Freestone Capital Holdings
Washington
$212K +$210K +4,044 New
PWA
800
PCG Wealth Advisors
Kansas
$209K -$208K -4,000 -50%
30 31
32
33 34