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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
251
Bay Colony Advisors
Massachusetts
$275K +$275K +5,353 New
OPS
252
Orion Portfolio Solutions
Nebraska
$271K +$47.6K +928 +21%
TSS
253
Two Sigma Securities
New York
$271K +$58.8K +1,146 +28%
FHA
254
Flagship Harbor Advisors
Massachusetts
$268K +$268K +5,230 New
BAM
255
Barrett Asset Management
New York
$266K – – –
MCA
256
Magnolia Capital Advisors
Mississippi
$262K -$27.8K -541 -10%
MCM
257
Mattern Capital Management
Colorado
$261K – – –
PFS
258
Prospera Financial Services
Texas
$253K -$1.39K -27 -0.5%
CRWM
259
Castle Rock Wealth Management
California
$251K – – –
ACA
260
Ackerman Capital Advisors
Texas
$249K -$504K -9,829 -67%
WB
261
WesBanco Bank
West Virginia
$249K – – –
ATWA
262
Arbor Trust Wealth Advisors
Michigan
$247K – – –
TCM
263
Traynor Capital Management
Pennsylvania
$245K -$18.9K -368 -7%
COF
264
Capital One Financial
Virginia
$244K +$244K +4,749 New
GWM
265
Geneos Wealth Management
Colorado
$231K +$28.2K +550 +14%
BAM
266
Baldrige Asset Management
Pennsylvania
$231K +$30.3K +590 +15%
KWMG
267
King Wealth Management Group
Florida
$230K – – –
RPG
268
Resource Planning Group
Georgia
$223K +$223K +4,349 New
IWM
269
IHT Wealth Management
Illinois
$221K +$221K +4,306 New
ECG
270
EPIQ Capital Group
California
$216K +$924 +18 +0.4%
EWA
271
Encompass Wealth Advisors
Oregon
$207K -$3.08K -60 -1%
DI
272
Disciplined Investments
Oklahoma
$205K – – –
FNBOO
273
First National Bank of Omaha
Nebraska
$205K – – –
RP
274
Rice Partnership
Hawaii
$202K +$202K +3,936 New
5L
275
55I LLC
Massachusetts
$201K +$201K +3,915 New
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11
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