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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
276
PFG Investments
New York
$274K -$249K -5,244 -48%
VNA
277
Valley National Advisers
Pennsylvania
$274K -$13.8K -292 -5%
ISL
278
Ingalls & Snyder LLC
New York
$270K – – –
OBWG
279
Onyx Bridge Wealth Group
New York
$264K -$16.7K -352 -6%
EC
280
EdgeRock Capital
Colorado
$263K -$24.8K -523 -9%
WKWM
281
Walter & Keenan Wealth Management
Indiana
$263K – – –
MCM
282
MidAtlantic Capital Management
Virginia
$261K +$251K +5,294 +2,660%
PP
283
PFS Partners
New Jersey
$258K – – –
APP
284
Avantax Planning Partners
Iowa
$252K – – –
PJSIMP
285
P.J. Schmidt Investment Management (PJS)
Wisconsin
$251K – – –
RW
286
Rede Wealth
Virginia
$251K -$227K -4,796 -48%
PIMG
287
Patriot Investment Management Group
Tennessee
$250K +$2.84K +60 +1%
BFA
288
Beaumont Financial Advisors
Massachusetts
$246K +$1.14K +24 +0.5%
SWP
289
Stratos Wealth Partners
Ohio
$245K +$6.4K +135 +3%
WFL
290
Wealth Forward LLC
North Dakota
$239K – – –
SI
291
Seeds Investor
New York
$239K +$239K +5,034 New
ACA
292
Ackerman Capital Advisors
Texas
$233K – – –
VFIC
293
Valley Forge Investment Consultants
Pennsylvania
$232K +$26.1K +550 +13%
CB
294
Commerce Bank
Missouri
$229K -$457K -9,641 -67%
MCC
295
Money Concepts Capital
Florida
$227K +$227K +4,783 New
MWM
296
Mission Wealth Management
California
$227K +$227K +4,782 New
ATWA
297
Arbor Trust Wealth Advisors
Michigan
$226K – – –
PWS
298
Peterson Wealth Services
Utah
$215K -$759 -16 -0.4%
AFAS
299
Acorn Financial Advisory Services
Virginia
$215K -$2.51M -53,042 -92%
CAC
300
Certified Advisory Corp
Florida
$214K +$3.46K +73 +2%
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12
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