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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
301
Hengehold Capital Management
Ohio
$235K -$907 -19 -0.4%
SFS
302
Summit Financial Strategies
Ohio
$235K +$236K +4,948 New
WCG
303
Weaver Consulting Group
California
$232K +$233K +4,884 New
MWM
304
Meridian Wealth Management
Kentucky
$230K +$231K +4,850 New
WC
305
Whitney & Co
New York
$229K -$31K -650 -12%
ATWA
306
Arbor Trust Wealth Advisors
Michigan
$228K – – –
EWA
307
Encompass Wealth Advisors
Oregon
$223K +$225K +4,715 New
CA
308
CoreCap Advisors
Michigan
$217K -$18.5K -388 -8%
BF
309
BOK Financial
Oklahoma
$214K – – –
LPP
310
Life Planning Partners
Florida
$213K -$10K -210 -4%
BTWM
311
Baker Tilly Wealth Management
Wisconsin
$211K +$10.5K +220 +5%
PJSIMP
312
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K -$1.2M -25,073 -85%
EIA
313
Eldridge Investment Advisors
New Hampshire
$210K -$10.3K -215 -5%
CRWM
314
Castle Rock Wealth Management
California
$208K – – –
SC
315
Stephens Consulting
Michigan
$203K +$186K +3,900 +1,034%
RF
316
Resolute Financial
Massachusetts
$201K -$601K -12,581 -75%
BAM
317
Belpointe Asset Management
Nevada
$196K – – –
BAM
318
Baldrige Asset Management
Pennsylvania
$147K +$955 +20 +0.6%
CP
319
Castleview Partners
Texas
$138K +$55.4K +1,161 +71%
HBT
320
Hills Bank & Trust
Iowa
$126K – – –
APA
321
American Portfolios Advisors
New York
$120K -$24.7K -518 -17%
CIR
322
Clear Investment Research
Georgia
$110K -$38.5K -806 -26%
KFO
323
Kopp Family Office
Minnesota
$106K – – –
PTC
324
Private Trust Company
Ohio
$101K +$102K +2,135 New
DI
325
Disciplined Investments
Oklahoma
$100K – – –
11 12
13
14 15