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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
801
Townsend & Associates
Colorado
$272K -$15.2K -288 -5%
WIM
802
Warwick Investment Management
Texas
$272K +$273K +5,166 New
GFWA
803
Grey Fox Wealth Advisors
Delaware
$271K -$30.7K -581 -10%
CWM
804
Centurion Wealth Management
Virginia
$271K – – –
GBT
805
Grove Bank & Trust
Florida
$270K – – –
PT
806
Plimoth Trust
Massachusetts
$269K – – –
LA
807
Lifeworks Advisors
Michigan
$268K -$37.8K -716 -12%
DI
808
Disciplined Investments
Oklahoma
$267K – – –
IWP
809
Insight Wealth Partners
Texas
$266K +$2.27K +43 +0.9%
KAS
810
KPP Advisory Services
Kentucky
$263K -$140K -2,645 -35%
BMCM
811
Black Maple Capital Management
Wisconsin
$263K – – –
4WM
812
4J Wealth Management
Virginia
$263K +$15.3K +290 +6%
DJSG
813
D.J. St. Germain
Massachusetts
$261K – – –
HIMC
814
Heritage Investors Management Corp
Maryland
$260K +$27K +510 +12%
DWP
815
Daymark Wealth Partners
Ohio
$260K +$264 +5 +0.1%
TWM
816
Tanager Wealth Management
United Kingdom
$259K -$38.2K -723 -13%
RCM
817
Richardson Capital Management
Wisconsin
$258K – – –
KIM
818
Kestra Investment Management
Texas
$257K -$18.5M -350,645 -99%
AWM
819
Accurate Wealth Management
Florida
$256K +$15.3K +289 +6%
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$256K -$63.4K -1,200 -20%
VWWMG
821
Vermillion & White Wealth Management Group
Pennsylvania
$255K – – –
CWA
822
Cascade Wealth Advisors
Washington
$254K +$3.86K +73 +2%
CWP
823
Concord Wealth Partners
Virginia
$252K -$9.09K -172 -3%
SW
824
SteelPeak Wealth
California
$249K -$82.4K -1,559 -25%
BKA
825
Brick & Kyle Associates
Pennsylvania
$247K +$249K +4,702 New
31 32
33
34 35