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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
251
WealthShield Partners
North Carolina
$388K -$903K -19,347 -70%
MWM
252
Modera Wealth Management
New Jersey
$372K +$3.6K +77 +1%
OC
253
Oppenheimer & Co
New York
$362K -$129K -2,756 -27%
ACA
254
Affinity Capital Advisors
California
$361K +$355K +7,600 New
SHFA
255
SC&H Financial Advisors
Maryland
$351K -$879K -18,815 -72%
SJGA
256
Stephen J. Garry & Associates
New York
$349K +$343K +7,340 New
LF
257
Lee Financial
Texas
$349K – – –
PHIC
258
Pine Haven Investment Counsel
Massachusetts
$342K +$23.3K +500 +7%
CL
259
Choreo LLC
Illinois
$335K -$8.64K -185 -3%
HF
260
HRT Financial
New York
$331K +$326K +6,975 New
HCM
261
Hudson Capital Management
New Jersey
$330K -$8.26K -177 -2%
ACP
262
Aviance Capital Partners
Florida
$328K +$322K +6,898 New
CAM
263
Cidel Asset Management
Ontario, Canada
$327K – – –
RVPG
264
Relative Value Partners Group
$327K +$321K +6,866 New
KLI
265
Kelman-Lazarov Inc
Tennessee
$320K – – –
OHWP
266
Oak Harbor Wealth Partners
North Carolina
$317K -$55.7K -1,193 -15%
NIC
267
Northwest Investment Counselors
Oregon
$315K -$8.78K -188 -3%
RCAG
268
Rehmann Capital Advisory Group
Michigan
$315K +$1.68K +36 +0.5%
CKAIS
269
Christensen King & Associates Investment Services
Washington
$307K +$301K +6,453 New
WP
270
WealthSource Partners
California
$305K +$8.69K +186 +3%
PIM
271
Provident Investment Management
Michigan
$304K – – –
AWS
272
Atria Wealth Solutions
New York
$298K -$29.6K -633 -9%
PWH
273
Priebe Wealth Holdings
Minnesota
$291K +$286K +6,115 New
EC
274
EdgeRock Capital
Colorado
$289K +$284K +6,077 New
VNA
275
Valley National Advisers
Pennsylvania
$289K -$64.2K -1,376 -18%
9 10
11
12 13