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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
876
West Paces Advisors
Georgia
$9.4K +$9.34K +186 New
PCM
877
Pointe Capital Management
Michigan
$9.1K -$4.47M -89,033 -100%
BWL
878
Bogart Wealth LLC
Virginia
$7.63K -$3.11K -62 -29%
CCM
879
Chilton Capital Management
Texas
$7.43K +$7.38K +147 New
SMA
880
Sage Mountain Advisors
Georgia
$7.23K -$17.1K -340 -70%
FMP
881
Financial Management Professionals
Texas
$7K – – –
VWM
882
Venturi Wealth Management
Texas
$6.82K +$6.78K +135 New
BA
883
Bristlecone Advisors
Washington
$6.47K +$6.43K +128 New
GM
884
GeoWealth Management
Illinois
$6K -$1.13M -22,443 -100%
TCOV
885
Trust Company of Vermont
Vermont
$5.61K -$64.2K -1,278 -92%
CFD
886
Creative Financial Designs
Indiana
$5.05K -$2.66K -53 -35%
TCPG
887
Trivant Custom Portfolio Group
California
$5.05K +$5.02K +100 New
PP
888
Pacifica Partners
Canada
$5.04K – – –
CIAS
889
Capital Investment Advisory Services
North Carolina
$4.95K -$9.59K -191 -66%
RVM
890
Robinson Value Management
Texas
$3.79K – – –
APC
891
Aspire Private Capital
North Carolina
$3.47K -$452 -9 -12%
CA
892
Clearstead Advisors
Ohio
$2.93K – – –
IF
893
Integrity Financial
Wyoming
$2.53K – – –
PMFA
894
Plante Moran Financial Advisors
Michigan
$2.53K +$251 +5 +11%
M1FG
895
Mach-1 Financial Group
Arkansas
$2.33K +$2.31K +46 New
BEI
896
Benjamin Edwards Inc
Missouri
$2K -$3.14M -62,538 -100%
BAM
897
Byrne Asset Management
New Jersey
$2K – – –
GWANC
898
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.82K -$64.3K -1,280 -97%
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.82K – – –
KFI
900
Key Financial Inc
Pennsylvania
$1.62K – – –
34 35
36
37 38