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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
301
WBH Advisory
Maryland
$212K +$217K +4,590 New
LPP
302
Life Planning Partners
Florida
$208K – – –
CA
303
CoreCap Advisors
Michigan
$207K -$4.29K -91 -2%
WCM
304
Whitener Capital Management
North Carolina
$205K -$77.7K -1,646 -27%
BTWM
305
Baker Tilly Wealth Management
Wisconsin
$205K – – –
GRP
306
Global Retirement Partners
California
$202K -$175K -3,718 -46%
CRWM
307
Castle Rock Wealth Management
California
$202K – – –
HCM
308
Hengehold Capital Management
Ohio
$200K -$29.4K -623 -13%
CAL
309
Capital Analysts LLC
Pennsylvania
$199K -$77.7K -1,647 -28%
MFC
310
Morris Financial Concepts
South Carolina
$194K +$191K +4,055 +2,473%
BAM
311
Belpointe Asset Management
Nevada
$192K – – –
BCV
312
Banque Cantonale Vaudoise
Switzerland
$176K +$181K +3,826 New
BAM
313
Baldrige Asset Management
Pennsylvania
$163K +$19.8K +419 +13%
SA
314
SRH Advisors
Kansas
$143K +$146K +3,097 New
APA
315
American Portfolios Advisors
New York
$117K – – –
HS
316
Horan Securities
United States
$115K +$73.1K +1,549 +165%
HBT
317
Hills Bank & Trust
Iowa
$113K -$10.1K -213 -8%
VNIM
318
Vaughan Nelson Investment Management
Texas
$107K +$16.5K +350 +18%
KFO
319
Kopp Family Office
Minnesota
$103K – – –
CIR
320
Clear Investment Research
Georgia
$102K -$5.8K -123 -5%
PTC
321
Private Trust Company
Ohio
$98K – – –
EW
322
Element Wealth
Mississippi
$97K – – –
ASBI
323
American State Bank (Iowa)
Iowa
$89.9K – – –
DI
324
Disciplined Investments
Oklahoma
$75K -$23.2K -492 -23%
SC
325
Stephens Consulting
Michigan
$75K -$125K -2,650 -62%
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