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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
LPP
301
Life Planning Partners
Florida
$208K – – –
CA
302
CoreCap Advisors
Michigan
$207K -$4.29K -91 -2%
WCM
303
Whitener Capital Management
North Carolina
$205K -$77.7K -1,646 -27%
BTWM
304
Baker Tilly Wealth Management
Wisconsin
$205K – – –
GRP
305
Global Retirement Partners
California
$202K -$175K -3,718 -46%
CRWM
306
Castle Rock Wealth Management
California
$202K – – –
HCM
307
Hengehold Capital Management
Ohio
$200K -$29.4K -623 -13%
CAL
308
Capital Analysts LLC
Pennsylvania
$199K -$77.7K -1,647 -28%
MFC
309
Morris Financial Concepts
South Carolina
$194K +$191K +4,055 +2,473%
BAM
310
Belpointe Asset Management
Nevada
$192K – – –
BCV
311
Banque Cantonale Vaudoise
Switzerland
$176K +$181K +3,826 New
BAM
312
Baldrige Asset Management
Pennsylvania
$163K +$19.8K +419 +13%
SA
313
SRH Advisors
Kansas
$143K +$146K +3,097 New
APA
314
American Portfolios Advisors
New York
$117K – – –
HS
315
Horan Securities
United States
$115K +$73.1K +1,549 +165%
HBT
316
Hills Bank & Trust
Iowa
$113K -$10.1K -213 -8%
VNIM
317
Vaughan Nelson Investment Management
Texas
$107K +$16.5K +350 +18%
KFO
318
Kopp Family Office
Minnesota
$103K – – –
CIR
319
Clear Investment Research
Georgia
$102K -$5.8K -123 -5%
PTC
320
Private Trust Company
Ohio
$98K – – –
EW
321
Element Wealth
Mississippi
$97K – – –
ASBI
322
American State Bank (Iowa)
Iowa
$89.9K – – –
DI
323
Disciplined Investments
Oklahoma
$75K -$23.2K -492 -23%
SC
324
Stephens Consulting
Michigan
$75K -$125K -2,650 -62%
CP
325
Castleview Partners
Texas
$74K -$56.4K -1,195 -43%
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