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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
326
AE Wealth Management
Kansas
$140K +$4.14K +85 +3%
MCP
327
Miller Capital Partners
Michigan
$128K – – –
FWP
328
FAS Wealth Partners
Kansas
$123K -$36.5K -750 -23%
WP
329
WealthShield Partners
North Carolina
$105K -$20.7K -424 -16%
KFO
330
Kopp Family Office
Minnesota
$105K – – –
BT
331
Banque Transatlantique
France
$103K – – –
CBT
332
Crews Bank & Trust
Florida
$97.3K – – –
SAM
333
Smartleaf Asset Management
Massachusetts
$84.7K – – –
CTWM
334
Cherry Tree Wealth Management
Minnesota
$84.4K – – –
VNA
335
Valley National Advisers
Pennsylvania
$77K -$2.83K -58 -4%
CIR
336
Clear Investment Research
Georgia
$76.8K +$77.2K +1,585 New
MCA
337
Midwest Capital Advisors
Michigan
$75.4K +$292 +6 +0.4%
SWM
338
Spire Wealth Management
Virginia
$64.6K +$26K +533 +67%
SFG
339
Strive Financial Group
Indiana
$60K +$60.8K +1,248 New
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.9K – – –
AIC
341
Archer Investment Corporation
Indiana
$53.8K – – –
PWPS
342
Pinnacle Wealth Planning Services
Ohio
$53.3K – – –
SIC
343
Salem Investment Counselors
North Carolina
$49.8K +$50.1K +1,028 New
BWL
344
Bogart Wealth LLC
Virginia
$48.1K – – –
WAU
345
Wellington-Altus USA
Manitoba, Canada
$46.8K – – –
TCWA
346
Turtle Creek Wealth Advisors
Texas
$43.9K +$44.1K +905 New
BFS
347
Burkett Financial Services
South Carolina
$43.7K +$38.2K +784 +664%
TPWA
348
Twin Peaks Wealth Advisors
California
$40.9K +$41.1K +843 New
NS
349
NBC Securities
Alabama
$36.8K – – –
CFB
350
Cullen/Frost Bankers
Texas
$34.9K +$244 +5 +0.7%
12 13
14
15 16