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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
251
Kelman-Lazarov Inc
Tennessee
$322K – – –
BW
252
BIP Wealth
Georgia
$320K +$111K +2,316 +53%
WN
253
Williams & Novak
California
$317K -$36.2K -755 -10%
CKAIS
254
Christensen King & Associates Investment Services
Washington
$316K +$2.98K +62 +0.9%
EWA
255
EverSource Wealth Advisors
Alabama
$309K +$311K +6,473 New
SF
256
Summit Financial
New Jersey
$305K -$778K -16,211 -72%
CAM
257
Cidel Asset Management
Ontario, Canada
$304K – – –
KFGG
258
Keystone Financial Group (Georgia)
Georgia
$303K +$305K +6,350 New
CCM
259
Coldstream Capital Management
Washington
$301K -$20.2K -421 -6%
AFG
260
Atomi Financial Group
New York
$298K +$300K +6,244 New
ZF
261
Zhang Financial
Michigan
$298K +$299K +6,228 New
MCA
262
Midwest Capital Advisors
Michigan
$295K +$297K +6,179 New
PWH
263
Priebe Wealth Holdings
Minnesota
$292K – – –
IWC
264
Infinity Wealth Counsel
Ohio
$289K +$290K +6,040 New
HWM
265
Hohimer Wealth Management
Washington
$288K -$32.6K -680 -10%
RW
266
Rede Wealth
Virginia
$286K +$25.2K +525 +10%
MCC
267
Money Concepts Capital
Florida
$285K +$32.4K +676 +13%
WA
268
Wealth Architects
California
$279K +$280K +5,833 New
FBT
269
First Bankers Trust
Kentucky
$271K +$27.1K +565 +11%
SJGA
270
Stephen J. Garry & Associates
New York
$269K -$45.6K -950 -14%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$267K -$24.7K -514 -8%
WKWM
272
Walter & Keenan Wealth Management
Indiana
$265K – – –
OHWP
273
Oak Harbor Wealth Partners
North Carolina
$265K – – –
FZCM
274
Flynn Zito Capital Management
New York
$265K +$480 +10 +0.2%
IAA
275
Independent Advisor Alliance
North Carolina
$263K +$264K +5,503 New
9 10
11
12 13