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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
276
Beacon Bridge Wealth Partners
Pennsylvania
$249K -$40K -859 -14%
CAM
277
Cidel Asset Management
Ontario, Canada
$249K -$551K -11,828 Closed
APP
278
Avantax Planning Partners
Iowa
$247K -$26K -558 -9%
PAMG
279
Patton Albertson Miller Group
Tennessee
$244K +$245K +5,258 New
BFA
280
Beaumont Financial Advisors
Massachusetts
$237K +$1.4K +30 +0.6%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$230K – – –
KOC
282
Koss-Olinger Consulting
Florida
$229K -$3.91K -84 -2%
SWP
283
Stratos Wealth Partners
Ohio
$229K +$5.54K +119 +2%
PMG
284
ProVise Management Group
Florida
$227K -$33.2K -714 -13%
FIM
285
Freedom Investment Management
Connecticut
$226K -$76.2K -1,637 -25%
ATWA
286
Arbor Trust Wealth Advisors
Michigan
$223K – – –
CWM
287
Campbell Wealth Management
Virginia
$222K – – –
CAC
288
Certified Advisory Corp
Florida
$214K +$215K +4,615 New
GPA
289
Guidance Point Advisors
Massachusetts
$213K -$1.14M -24,527 -84%
FNWM
290
Financial Network Wealth Management
Utah
$212K -$4.14K -89 -2%
GFA
291
Gallagher Fiduciary Advisors
Illinois
$206K +$47 +1 +0%
FBT
292
First Bankers Trust
Kentucky
$205K – – –
PCIA
293
Prime Capital Investment Advisors
Kansas
$204K – – –
KFI
294
Key Financial Inc
Pennsylvania
$151K – – –
BCV
295
Banque Cantonale Vaudoise
Switzerland
$140K – – –
OIA
296
Optimum Investment Advisors
Illinois
$139K – – –
CIR
297
Clear Investment Research
Georgia
$103K +$29.1K +626 +39%
EW
298
Element Wealth
Mississippi
$97.9K – – –
KFO
299
Kopp Family Office
Minnesota
$96K – – –
ASBI
300
American State Bank (Iowa)
Iowa
$90.4K – – –
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