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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
301
TIAA FSB
Florida
$249K +$251K +5,253 New
RJTCONH
302
Raymond James Trust Company of New Hampshire
New Hampshire
$235K -$272K -5,691 -53%
HCM
303
Hengehold Capital Management
Ohio
$235K -$907 -19 -0.4%
SFS
304
Summit Financial Strategies
Ohio
$235K +$236K +4,948 New
WCG
305
Weaver Consulting Group
California
$232K +$233K +4,884 New
MWM
306
Meridian Wealth Management
Kentucky
$230K +$231K +4,850 New
WC
307
Whitney & Co
New York
$229K -$31K -650 -12%
ATWA
308
Arbor Trust Wealth Advisors
Michigan
$228K – – –
EWA
309
Encompass Wealth Advisors
Oregon
$223K +$225K +4,715 New
CA
310
CoreCap Advisors
Michigan
$217K -$18.5K -388 -8%
BF
311
BOK Financial
Oklahoma
$214K – – –
LPP
312
Life Planning Partners
Florida
$213K -$10K -210 -4%
BTWM
313
Baker Tilly Wealth Management
Wisconsin
$211K +$10.5K +220 +5%
PJSIMP
314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$210K -$1.2M -25,073 -85%
EIA
315
Eldridge Investment Advisors
New Hampshire
$210K -$10.3K -215 -5%
CRWM
316
Castle Rock Wealth Management
California
$208K – – –
SC
317
Stephens Consulting
Michigan
$203K +$186K +3,900 +1,034%
RF
318
Resolute Financial
Massachusetts
$201K -$601K -12,581 -75%
BAM
319
Belpointe Asset Management
Nevada
$196K – – –
BAM
320
Baldrige Asset Management
Pennsylvania
$147K +$955 +20 +0.6%
CP
321
Castleview Partners
Texas
$138K +$55.4K +1,161 +71%
HBT
322
Hills Bank & Trust
Iowa
$126K – – –
APA
323
American Portfolios Advisors
New York
$120K -$24.7K -518 -17%
CIR
324
Clear Investment Research
Georgia
$110K -$38.5K -806 -26%
KFO
325
Kopp Family Office
Minnesota
$106K – – –
11 12
13
14 15