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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
251
Peoples Bank (Ohio)
Ohio
$446K -$6.12M -128,309 -93%
TAM
252
Tocqueville Asset Management
New York
$446K – – –
OHWP
253
Oak Harbor Wealth Partners
North Carolina
$444K -$172K -3,600 -28%
MWM
254
Modera Wealth Management
New Jersey
$440K -$53.3K -1,116 -11%
GFPC
255
Global Financial Private Client
Florida
$424K – – –
WFM
256
Wolff Financial Management
Michigan
$422K +$477 +10 +0.1%
SWA
257
Strategies Wealth Advisors
Michigan
$417K +$420K +8,808 New
FIM
258
Freedom Investment Management
Connecticut
$410K -$129K -2,712 -24%
WKWM
259
Walter & Keenan Wealth Management
Indiana
$409K -$9.5K -199 -2%
ANTB
260
AMG National Trust Bank
Colorado
$397K +$19.3K +404 +5%
AT
261
American Trust
Kentucky
$393K +$38.9K +815 +11%
AA
262
Advisory Alpha
Michigan
$390K -$511K -10,696 -57%
EWA
263
Exencial Wealth Advisors
Oklahoma
$388K +$5.87K +123 +2%
GRP
264
Global Retirement Partners
California
$385K +$191 +4 +0%
FAIM
265
Financial Advocates Investment Management
Washington
$373K -$88.9K -1,862 -19%
SNB
266
Security National Bank
Nebraska
$370K +$94.3K +1,975 +34%
OCM
267
Osterweis Capital Management
California
$367K – – –
MCM
268
Mattern Capital Management
Colorado
$365K +$80.1K +1,678 +28%
SAM
269
Summit Asset Management
Tennessee
$362K – – –
CA
270
CGN Advisors
Kansas
$359K -$3.4M -71,271 -90%
KOC
271
Koss-Olinger Consulting
Florida
$353K -$27.3M -571,259 -99%
RWP
272
Ridgecrest Wealth Partners
California
$351K -$248K -5,200 -41%
CBFP
273
Cedar Brook Financial Partners
Ohio
$350K +$353K +7,389 New
PIM
274
Provident Investment Management
Michigan
$337K -$191K -4,000 -36%
AAS
275
Avantax Advisory Services
Texas
$334K -$13.9K -291 -4%
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