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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
251
Curbstone Financial Management Corp
New Hampshire
$484K – – –
TAM
252
Tocqueville Asset Management
New York
$474K – – –
GFPC
253
Global Financial Private Client
Florida
$473K -$101K -2,000 -18%
WFM
254
Wolff Financial Management
Michigan
$453K +$912 +18 +0.2%
WIA
255
World Investment Advisors
California
$444K -$1.17M -23,096 -72%
RMDI
256
R.M. Davis Inc
Maine
$434K – – –
WKWM
257
Walter & Keenan Wealth Management
Indiana
$434K +$456 +9 +0.1%
CIA
258
Choate Investment Advisors
Massachusetts
$432K – – –
BFA
259
Beacon Financial Advisory
Ohio
$430K -$128K -2,521 -23%
FPCM
260
Financial Partners Capital Management
New York
$420K -$95.5K -1,885 -18%
CPIA
261
Cornell Pochily Investment Advisors
New York
$420K +$49K +968 +13%
SHFA
262
SC&H Financial Advisors
Maryland
$410K +$412K +8,132 New
EWA
263
Exencial Wealth Advisors
Oklahoma
$395K +$397K +7,833 New
WP
264
WealthSource Partners
California
$392K -$618K -12,198 -61%
QCIG
265
Quad-Cities Investment Group
Iowa
$390K +$30.9K +611 +9%
SAM
266
Summit Asset Management
Tennessee
$385K -$127K -2,500 -25%
ZCA
267
Zeke Capital Advisors
Pennsylvania
$385K +$386K +7,630 New
SFG
268
Sovereign Financial Group
Connecticut
$380K +$381K +7,526 New
AAS
269
Avantax Advisory Services
Texas
$373K +$28.3K +559 +8%
EIA
270
Eldridge Investment Advisors
New Hampshire
$363K -$1.65M -32,542 -82%
HCM
271
Hengehold Capital Management
Ohio
$352K -$16.2M -320,098 -98%
PAS
272
Park Avenue Securities
New York
$350K -$2.79K -55 -0.8%
ANTB
273
AMG National Trust Bank
Colorado
$347K – – –
CBFP
274
Cedar Brook Financial Partners
Ohio
$339K +$341K +6,731 New
FSA
275
Fort Sheridan Advisors
Illinois
$338K – – –
9 10
11
12 13