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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$250K -$21.1K -400 -8%
VA
777
Valmark Advisers
Ohio
$249K -$17.8K -337 -7%
CPWA
778
Cerro Pacific Wealth Advisors
California
$249K +$247K +4,688 New
PFG
779
Premier Financial Group
California
$248K +$247K +4,675 New
AWM
780
Accurate Wealth Management
Florida
$248K +$34.9K +661 +16%
CF
781
Centaurus Financial
California
$247K -$75K -1,420 -23%
FIA
782
Foundations Investment Advisors
Arizona
$246K +$11.1K +211 +5%
PPC
783
Park Place Capital
Alabama
$246K – – –
SFG
784
Seamount Financial Group
Colorado
$245K +$13.2K +250 +6%
CCFM
785
Clear Creek Financial Management
Washington
$241K +$240K +4,544 New
MC
786
Middleton & Co
Massachusetts
$239K – – –
LNWWM
787
Laird Norton Wetherby Wealth Management
California
$239K – – –
TF
788
Trek Financial
Arizona
$236K -$55.2K -1,045 -19%
TIP
789
Tandem Investment Partners
New Jersey
$235K +$15.9K +302 +7%
FFP
790
FourThought Financial Partners
Florida
$234K -$88.8K -1,683 -28%
GI
791
GAMCO Investors
Connecticut
$234K -$160K -3,035 -41%
AIM
792
Advyzon Investment Management
Illinois
$232K +$231K +4,374 New
NC
793
NovaPoint Capital
Georgia
$231K +$230K +4,362 New
WA
794
WBH Advisory
Maryland
$230K +$25.1K +476 +12%
BFA
795
Brown Financial Advisors
Ohio
$230K -$1.36M -25,677 -86%
AWM
796
Angeles Wealth Management
California
$226K +$225K +4,263 New
SPAS
797
Spectrum Planning & Advisory Services
California
$226K +$225K +4,259 New
PFA
798
Portland Financial Advisors
New York
$222K – – –
FRA
799
Front Row Advisors
California
$222K +$79.2K +1,501 +56%
RZH
800
Relyea Zuckerberg Hanson
Connecticut
$221K -$207K -3,916 -48%
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