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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
251
Evensky & Katz
Florida
$399K +$193K +4,113 +93%
IAA
252
Independent Advisor Alliance
North Carolina
$389K +$4.65K +99 +1%
PPW
253
Presilium Private Wealth
Pennsylvania
$389K +$391K +8,331 New
PSF
254
Pacific Sun Financial
California
$368K +$367K +7,800 New
NCM
255
Northwest Capital Management
Oregon
$366K – – –
CL
256
Choreo LLC
Illinois
$366K -$1.53M -32,653 -81%
DP
257
Dearborn Partners
Illinois
$361K -$17.8K -378 -5%
LF
258
Lee Financial
Texas
$356K -$98.9K -2,104 -22%
GS
259
GTS Securities
Florida
$354K +$357K +7,596 New
EIA
260
Eldridge Investment Advisors
New Hampshire
$350K +$18.8K +400 +6%
LIM
261
Leavell Investment Management
Alabama
$345K -$117K -2,500 -25%
AWE
262
Avidian Wealth Enterprises
Texas
$340K +$51.8K +1,103 +18%
HCM
263
Hudson Capital Management
New Jersey
$340K -$69K -1,468 -17%
AWS
264
Atria Wealth Solutions
New York
$339K -$3.2M -68,069 -90%
TWC
265
TD Waterhouse Canada
Ontario, Canada
$321K -$10.8K -229 -3%
NIC
266
Northwest Investment Counselors
Oregon
$318K +$47 +1 +0%
PHIC
267
Pine Haven Investment Counsel
Massachusetts
$316K +$35.2K +750 +12%
FSA
268
Fort Sheridan Advisors
Illinois
$312K – – –
PWM
269
Perigon Wealth Management
California
$311K +$314K +6,674 New
RCAG
270
Rehmann Capital Advisory Group
Michigan
$310K +$1.32K +28 +0.4%
FIM
271
Freedom Investment Management
Connecticut
$303K -$32.8K -698 -10%
JFL
272
Jarislowsky, Fraser Ltd
Quebec, Canada
$300K -$302K -6,430 Closed
PIM
273
Provident Investment Management
Michigan
$298K – – –
SFG
274
StrategIQ Financial Group
Indiana
$295K -$278K -5,915 -48%
ZIM
275
Zacks Investment Management
Illinois
$295K -$205K -4,367 -41%
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