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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
776
Premier Path Wealth Partners
New Jersey
$246K +$16.7K +319 +7%
PPC
777
Park Place Capital
Alabama
$243K -$8.78K -168 -3%
IAA
778
Independent Advisor Alliance
North Carolina
$238K -$3.81K -73 -2%
MC
779
Middleton & Co
Massachusetts
$238K – – –
LNWWM
780
Laird Norton Wetherby Wealth Management
California
$238K +$236K +4,508 New
FIA
781
Foundations Investment Advisors
Arizona
$234K +$15.5K +297 +7%
ATC
782
Argent Trust Co
Tennessee
$234K -$104K -2,000 -31%
EI
783
eCIO Inc
Wisconsin
$232K -$21.2K -406 -8%
SFG
784
Seamount Financial Group
Colorado
$230K -$24.6K -470 -10%
FP
785
Financial Perspectives
Minnesota
$228K +$1.72K +33 +0.8%
PFA
786
Portland Financial Advisors
New York
$221K – – –
PWS
787
Precision Wealth Strategies
Missouri
$220K +$218K +4,176 New
B
788
Bensler
Washington
$220K +$218K +4,175 New
FAFN
789
First Affirmative Financial Network
Colorado
$218K +$1.36K +26 +0.6%
GWAM
790
Guardian Wealth Advisors (Minnesota)
Minnesota
$218K -$16.7K -320 -7%
TIP
791
Tandem Investment Partners
New Jersey
$218K -$1.04K -20 -0.5%
PFGIA
792
Patriot Financial Group Insurance Agency
Massachusetts
$217K +$8.2K +157 +4%
FHA
793
Flagship Harbor Advisors
Massachusetts
$215K -$5.38K -103 -2%
FM
794
Foster & Motley
Ohio
$213K +$211K +4,032 New
EWM
795
Empirical Wealth Management
Washington
$213K -$65.3K -1,249 -24%
IIM
796
Ipswich Investment Management
Massachusetts
$211K – – –
PWA
797
PCG Wealth Advisors
Kansas
$211K – – –
AWM
798
Accurate Wealth Management
Florida
$211K -$26.5K -507 -11%
SEIA
799
Signature Estate & Investment Advisors
California
$209K +$207K +3,967 New
HWM
800
Hemington Wealth Management
Virginia
$209K +$1.41K +27 +0.7%
30 31
32
33 34