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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
226
Heck Capital Advisors
Wisconsin
$591K +$595K +12,475 New
SC
227
Savant Capital
Illinois
$566K -$575K -12,050 -50%
PWM
228
PBMares Wealth Management
Virginia
$560K -$105K -2,191 -16%
CHP
229
Cable Hill Partners
Oregon
$555K +$559K +11,701 New
TWC
230
TD Waterhouse Canada
Ontario, Canada
$536K -$4.44K -93 -0.8%
MW
231
Marcum Wealth
Ohio
$524K -$537K -11,244 -50%
BEI
232
Benjamin Edwards Inc
Missouri
$521K +$525K +10,993 New
VFIC
233
Valley Forge Investment Consultants
Pennsylvania
$519K -$16.7K -349 -3%
PPW
234
Pinnacle Private Wealth
Massachusetts
$519K – – –
AFP
235
Ausdal Financial Partners
Iowa
$518K +$4.44K +93 +0.9%
MWM
236
Marion Wealth Management
Pennsylvania
$508K -$140K -2,926 -21%
KPWS
237
Kestra Private Wealth Services
Texas
$507K -$2.82M -59,009 -85%
PSF
238
Pacific Sun Financial
California
$498K -$477 -10 -0.1%
FA
239
Fiducient Advisors
Illinois
$496K +$499K +10,460 New
LIM
240
Leavell Investment Management
Alabama
$494K – – –
AWM
241
Apollon Wealth Management
South Carolina
$489K -$539K -11,288 -52%
BTI
242
Blue Trust Inc
Georgia
$471K +$464K +9,716 New
WIA
243
World Investment Advisors
California
$468K +$40.1K +840 +9%
IF
244
IRON Financial
Illinois
$460K -$288K -6,036 -38%
QCIG
245
Quad-Cities Investment Group
Iowa
$460K +$30.5K +639 +7%
PFA
246
Pure Financial Advisors
California
$457K +$460K +9,645 New
FA
247
FC Advisory
Pennsylvania
$457K +$460K +9,646 New
PWS
248
Peterson Wealth Services
Utah
$452K +$95.5K +2,000 +27%
CPSAC
249
Chas P. Smith & Associates (CPS)
Florida
$452K +$455K +9,526 New
BFA
250
Beaumont Financial Advisors
Massachusetts
$451K +$811 +17 +0.2%
8 9
10
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