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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSAC
251
Chas P. Smith & Associates (CPS)
Florida
$452K +$455K +9,526 New
BFA
252
Beaumont Financial Advisors
Massachusetts
$451K +$811 +17 +0.2%
PBO
253
Peoples Bank (Ohio)
Ohio
$446K -$6.12M -128,309 -93%
TAM
254
Tocqueville Asset Management
New York
$446K – – –
OHWP
255
Oak Harbor Wealth Partners
North Carolina
$444K -$172K -3,600 -28%
MWM
256
Modera Wealth Management
New Jersey
$440K -$53.3K -1,116 -11%
GFPC
257
Global Financial Private Client
Florida
$424K – – –
WFM
258
Wolff Financial Management
Michigan
$422K +$477 +10 +0.1%
SWA
259
Strategies Wealth Advisors
Michigan
$417K +$420K +8,808 New
FIM
260
Freedom Investment Management
Connecticut
$410K -$129K -2,712 -24%
WKWM
261
Walter & Keenan Wealth Management
Indiana
$409K -$9.5K -199 -2%
ANTB
262
AMG National Trust Bank
Colorado
$397K +$19.3K +404 +5%
AT
263
American Trust
Kentucky
$393K +$38.9K +815 +11%
AA
264
Advisory Alpha
Michigan
$390K -$511K -10,696 -57%
EWA
265
Exencial Wealth Advisors
Oklahoma
$388K +$5.87K +123 +2%
GRP
266
Global Retirement Partners
California
$385K +$191 +4 +0%
FAIM
267
Financial Advocates Investment Management
Washington
$373K -$88.9K -1,862 -19%
SNB
268
Security National Bank
Nebraska
$370K +$94.3K +1,975 +34%
OCM
269
Osterweis Capital Management
California
$367K – – –
MCM
270
Mattern Capital Management
Colorado
$365K +$80.1K +1,678 +28%
SAM
271
Summit Asset Management
Tennessee
$362K – – –
CA
272
CGN Advisors
Kansas
$359K -$3.4M -71,271 -90%
KOC
273
Koss-Olinger Consulting
Florida
$353K -$27.3M -571,259 -99%
RWP
274
Ridgecrest Wealth Partners
California
$351K -$248K -5,200 -41%
CBFP
275
Cedar Brook Financial Partners
Ohio
$350K +$353K +7,389 New
9 10
11
12 13