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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
276
Smith & Howard Wealth Management
Georgia
$268K -$432K -8,996 -62%
WKWM
277
Walter & Keenan Wealth Management
Indiana
$268K – – –
BW
278
BIP Wealth
Georgia
$266K -$57K -1,188 -18%
AWA
279
Arete Wealth Advisors
Illinois
$266K +$265K +5,510 New
VFIC
280
Valley Forge Investment Consultants
Pennsylvania
$266K +$8.59K +179 +3%
ESB
281
Essex Savings Bank
Connecticut
$264K – – –
PP
282
PFS Partners
New Jersey
$263K – – –
CAM
283
Cidel Asset Management
Ontario, Canada
$262K +$260K +5,425 New
CG
284
Curat Global
New Hampshire
$261K +$248K +5,173 New
APP
285
Avantax Planning Partners
Iowa
$252K – – –
WFL
286
Wealth Forward LLC
North Dakota
$244K – – –
OBWG
287
Onyx Bridge Wealth Group
New York
$243K -$771K -16,065 -76%
SWA
288
SFMG Wealth Advisors
Texas
$241K +$27.8K +580 +13%
PIMG
289
Patriot Investment Management Group
Tennessee
$238K +$240 +5 +0.1%
ATWA
290
Arbor Trust Wealth Advisors
Michigan
$233K – – –
WIA
291
World Investment Advisors
California
$232K +$1.34K +28 +0.6%
SWC
292
Spectrum Wealth Counsel
Indiana
$232K – – –
LAMC
293
Longview Asset Management (California)
California
$230K -$6.72K -140 -3%
HCM
294
Hudson Capital Management
New Jersey
$224K -$144 -3 -0.1%
PCIA
295
Prime Capital Investment Advisors
Kansas
$212K -$4.8K -100 -2%
BFA
296
Beaumont Financial Advisors
Massachusetts
$212K +$1.25K +26 +0.6%
HIC
297
Holderness Investments Company
North Carolina
$212K – – –
KFI
298
Key Financial Inc
Pennsylvania
$210K – – –
WA
299
WBH Advisory
Maryland
$210K – – –
SGCA
300
Steel Grove Capital Advisors
Tennessee
$208K – – –
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