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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K – – –
IWC
277
Infinity Wealth Counsel
Ohio
$247K -$24.3K -500 -9%
WFL
278
Wealth Forward LLC
North Dakota
$246K – – –
ACA
279
Affinity Capital Advisors
California
$244K -$9.83K -202 -4%
KWM
280
Kingsview Wealth Management
Oregon
$235K +$234K +4,816 New
TWM
281
Tanager Wealth Management
United Kingdom
$234K +$233K +4,789 New
APP
282
Avantax Planning Partners
Iowa
$233K – – –
AWM
283
Aries Wealth Management
Maine
$231K +$230K +4,734 New
DACG
284
Donor Advised Charitable Giving
California
$229K -$506K -10,395 -69%
PCIA
285
Prime Capital Investment Advisors
Kansas
$224K – – –
WA
286
Wealth Architects
California
$222K – – –
PIMG
287
Patriot Investment Management Group
Tennessee
$221K +$1.31K +27 +0.6%
HCM
288
Hudson Capital Management
New Jersey
$219K -$9.58K -197 -4%
BFA
289
Beaumont Financial Advisors
Massachusetts
$218K +$2.09K +43 +1%
AT
290
American Trust
Kentucky
$217K +$217K +4,451 New
FHC
291
First Heartland Consultants
Missouri
$215K +$214K +4,398 New
HIC
292
Holderness Investments Company
North Carolina
$214K – – –
FZCM
293
Flynn Zito Capital Management
New York
$212K -$9.78K -201 -4%
KFI
294
Key Financial Inc
Pennsylvania
$212K – – –
CIA
295
Concurrent Investment Advisors
Florida
$211K +$3.31K +68 +2%
ZF
296
Zhang Financial
Michigan
$210K +$209K +4,299 New
SGCA
297
Steel Grove Capital Advisors
Tennessee
$209K – – –
SC
298
Savant Capital
Illinois
$206K -$32.7K -673 -14%
PI
299
PFG Investments
New York
$206K +$205K +4,218 New
SC
300
Summa Corp
Texas
$205K – – –
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