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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
876
Kelly Financial Services
Massachusetts
$14K +$151 +3 +1%
WWM
877
Wolff Wiese Magana
California
$13.9K -$3.01K -60 -18%
MBFW
878
Morton Brown Family Wealth
Pennsylvania
$13.4K -$17.9K -357 -58%
CA
879
Centerpoint Advisors
Massachusetts
$13K – – –
AWM
880
Aspire Wealth Management
Massachusetts
$12.9K +$151 +3 +1%
PWMG
881
Provence Wealth Management Group
California
$11.1K -$9.94K -198 -48%
HWM
882
HighMark Wealth Management
Minnesota
$10.5K +$151 +3 +1%
ACA
883
Atlas Capital Advisors
Wyoming
$10.3K – – –
FIM
884
FWL Investment Management
Texas
$10.3K – – –
PCMC
885
Planning Capital Management Corporation
Pennsylvania
$10.3K +$10K +200 New
PAIM
886
Punch & Associates Investment Management
Minnesota
$10.2K -$10K -200 -50%
FFA
887
Founders Financial Alliance
North Carolina
$9.99K +$100 +2 +1%
MAWCM
888
Mine & Arao Wealth Creation & Management
California
$9.99K +$151 +3 +2%
CAS
889
Coppell Advisory Solutions
Texas
$9.28K -$39.6K -789 -81%
FPB
890
First PREMIER Bank
South Dakota
$9K – – –
RFA
891
Register Financial Advisors
Georgia
$7.96K +$50 +1 +0.6%
CCM
892
Chilton Capital Management
Texas
$7.54K – – –
PCM
893
Penserra Capital Management
California
$7K +$7.28K +145 New
BWL
894
Bogart Wealth LLC
Virginia
$6.2K -$452 -9 -7%
LC
895
Lindbrook Capital
California
$6.15K +$6.03K +120 New
FCAS
896
First Command Advisory Services
Texas
$6.1K -$954 -19 -14%
RCM
897
Raleigh Capital Management
North Carolina
$6.05K +$5.92K +118 New
CFD
898
Creative Financial Designs
Indiana
$5.13K – – –
TCPG
899
Trivant Custom Portfolio Group
California
$5.13K – – –
FWM
900
FSA Wealth Management
Massachusetts
$5K +$5.02K +100 New
34 35
36
37 38