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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
901
PSI Advisors
Florida
$24.9K +$10.7K +206 +75%
GIP
902
Granite Investment Partners
California
$24.6K +$24.7K +476 New
BLC
903
Brown, Lisle/Cummings
Rhode Island
$23.3K – – –
FLP
904
Financial Life Planners
Arizona
$21.8K +$21.9K +421 New
WIM
905
Westside Investment Management
California
$20.7K – – –
KFI
906
Key Financial Inc
Pennsylvania
$20.5K +$19K +365 +1,141%
HIA
907
Harbor Investment Advisory
Maryland
$18.1K – – –
RA
908
Ransom Advisory
Rhode Island
$18K – – –
SIS
909
Sound Income Strategies
Florida
$17.7K – – –
WA
910
Whipplewood Advisors
Colorado
$17.1K +$17.2K +330 New
CFG
911
CKW Financial Group
Hawaii
$17K +$17.3K +333 New
FFL
912
Financial Freedom LLC
Ohio
$17K +$260 +5 +2%
JAM
913
JCIC Asset Management
Ontario, Canada
$16.5K – – –
SA
914
SRH Advisors
Kansas
$15.5K – – –
BOJHT
915
Bank of Jackson Hole Trust
Wyoming
$15.4K +$15.5K +298 New
DRP
916
Decker Retirement Planning
Utah
$14.6K +$14.7K +283 New
SWM
917
Sanctuary Wealth Management
Idaho
$13.8K +$13.8K +266 New
KBFS
918
Kohmann Bosshard Financial Services
Ohio
$13.5K +$13.6K +261 New
WP
919
WealthShield Partners
North Carolina
$13.1K -$65.7K -1,264 -83%
CA
920
Centerpoint Advisors
Massachusetts
$13K – – –
PSFG
921
Park Square Financial Group
Georgia
$12.7K +$12.7K +245 New
EPW
922
Endeavor Private Wealth
Kansas
$12.6K +$12.7K +244 New
RFS
923
Richardson Financial Services
Massachusetts
$11.8K -$11.9K -228 -50%
NWMP
924
Noble Wealth Management PBC
Colorado
$11.4K +$11.4K +220 New
VHAM
925
Van Hulzen Asset Management
California
$10.5K +$10.5K +202 New
35 36
37
38 39