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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
251
Choreo LLC
Illinois
$380K -$3.99K -82 -1%
SHFA
252
SC&H Financial Advisors
Maryland
$359K +$1.31K +27 +0.4%
WIA
253
World Investment Advisors
California
$359K -$37.2K -764 -9%
SPC
254
Sigma Planning Corp
Michigan
$349K +$20.8K +426 +6%
GC
255
Garde Capital
Washington
$348K – – –
LFAS
256
Level Four Advisory Services
Texas
$348K +$49 +1 +0%
PFS
257
Prospera Financial Services
Texas
$347K -$7.16K -147 -2%
SF
258
Summit Financial
New Jersey
$346K -$7.21K -148 -2%
OCA
259
OpenArc Corporate Advisory
Georgia
$345K – – –
KLI
260
Kelman-Lazarov Inc
Tennessee
$343K +$2.39K +49 +0.7%
PP
261
Pearl Planning
Michigan
$334K – – –
OL
262
Optas LLC
Texas
$328K +$329K +6,760 New
HCM
263
Hudson Capital Management
New Jersey
$324K +$112K +2,296 +52%
LWM
264
Level Wealth Management
North Carolina
$318K – – –
CTA
265
Colonial Trust Advisors
South Carolina
$318K +$7.7K +158 +2%
HAM
266
Harmony Asset Management
Arizona
$318K +$319K +6,552 New
TFP
267
TrueWealth Financial Partners
Washington
$316K +$318K +6,524 New
SWA
268
SFMG Wealth Advisors
Texas
$311K +$33.5K +687 +12%
GPA
269
Guidance Point Advisors
Massachusetts
$309K +$20.9K +429 +7%
IAIM
270
International Assets Investment Management
Florida
$305K +$97 +2 +0%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$302K +$1.36K +28 +0.5%
EWA
272
Elevate Wealth Advisory
Georgia
$299K +$3.17K +65 +1%
SIA
273
SeaBridge Investment Advisors
New Jersey
$298K – – –
CKAIS
274
Christensen King & Associates Investment Services
Washington
$294K -$8.57K -176 -3%
PAS
275
Parsonex Advisory Services
Colorado
$290K -$8.53K -175 -3%
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11
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