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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$558K +$572K +12,112 New
SC
227
Savant Capital
Illinois
$553K +$1.65K +35 +0.3%
LPT
228
Legacy Private Trust
Wisconsin
$541K -$48.1K -1,020 -8%
GP
229
Girard Partners
Pennsylvania
$541K +$300K +6,357 +118%
WIA
230
World Investment Advisors
California
$536K +$86.3K +1,828 +19%
QCIG
231
Quad-Cities Investment Group
Iowa
$502K +$56.2K +1,192 +12%
AFP
232
Ausdal Financial Partners
Iowa
$501K -$3.16K -67 -0.6%
IWC
233
Integrated Wealth Concepts
Massachusetts
$493K -$307K -6,496 -38%
DP
234
Dearborn Partners
Illinois
$491K -$440K -9,325 -47%
PSF
235
Pacific Sun Financial
California
$480K -$4.25K -90 -0.9%
LIM
236
Leavell Investment Management
Alabama
$480K – – –
AA
237
Advisory Alpha
Michigan
$471K +$93.5K +1,981 +24%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$469K -$123K -2,603 -20%
MWM
239
Marion Wealth Management
Pennsylvania
$459K -$36.4K -772 -7%
MFA
240
McClarren Financial Advisors
Pennsylvania
$457K +$159K +3,380 +52%
RWM
241
Ritholtz Wealth Management
New York
$456K +$467K +9,900 New
SS
242
Simplicity Solutions
Minnesota
$449K -$210K -4,447 -31%
IF
243
IRON Financial
Illinois
$448K +$1.32K +28 +0.3%
BFA
244
Beaumont Financial Advisors
Massachusetts
$440K +$944 +20 +0.2%
TAM
245
Tocqueville Asset Management
New York
$433K – – –
HWM
246
HB Wealth Management
Georgia
$431K -$163K -3,450 -27%
KOC
247
Koss-Olinger Consulting
Florida
$431K +$90.1K +1,909 +26%
PWS
248
Peterson Wealth Services
Utah
$419K -$21K -445 -5%
PWM
249
PBMares Wealth Management
Virginia
$404K -$144K -3,051 -26%
WKWM
250
Walter & Keenan Wealth Management
Indiana
$397K – – –
8 9
10
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