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iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
CKW Financial Group
Hawaii
$17K – – –
AGWCA
902
Annis Gardner Whiting Capital Advisors
Florida
$16.6K +$16.5K +315 New
SA
903
SRH Advisors
Kansas
$15.8K – – –
MIM
904
MTM Investment Management
South Carolina
$15.8K +$15.7K +300 New
CAWM
905
Capital A Wealth Management
Pennsylvania
$15.4K +$15.7K +301 New
DRP
906
Decker Retirement Planning
Utah
$14.9K – – –
CAM
907
Costello Asset Management
Pennsylvania
$14.9K – – –
FIM
908
FWL Investment Management
Texas
$12.1K – – –
GWANC
909
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5K – – –
GWS
910
Glassman Wealth Services
Virginia
$10.7K +$10.6K +202 New
FFA
911
Frazier Financial Advisors
Ohio
$10.4K – – –
IHWM
912
Iron Horse Wealth Management
Iowa
$9.71K – – –
PSFG
913
Park Square Financial Group
Georgia
$9.55K +$522 +10 +6%
AF
914
Alerus Financial
North Dakota
$8.23K +$8.15K +156 New
RFA
915
Register Financial Advisors
Georgia
$8.13K +$104 +2 +1%
HAP
916
Harbor Asset Planning
Massachusetts
$7.98K +$7.89K +151 New
CIAS
917
Capital Investment Advisory Services
North Carolina
$7.93K -$8.83K -169 -53%
BTI
918
Blue Trust Inc
Georgia
$7.65K – – –
MA
919
Montag & Associates
Georgia
$7.39K – – –
MWA
920
Medallion Wealth Advisors
Connecticut
$6.83K – – –
IF
921
Integrity Financial
Wyoming
$6.33K – – –
JFA
922
JNBA Financial Advisors
Minnesota
$6.01K – – –
SR
923
Syntax Research
Florida
$5.22K – – –
SWIM
924
Smallwood Wealth Investment Management
New Jersey
$5.22K +$5.17K +99 New
RF
925
Rossby Financial
Florida
$5.07K +$3.71K +71 +284%
35 36
37
38 39