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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
376
VitalStone Financial
Texas
$5K +$4.53K +98 New
FWM
377
Focused Wealth Management
New York
$4.77K -$2.64K -57 -36%
SFSG
378
Sound Financial Strategies Group
Mississippi
$4.69K – – –
RG
379
Retirement Group
California
$4K -$5.28K -114 -55%
FFA
380
Founders Financial Alliance
North Carolina
$3.48K – – –
HBW
381
Hazlett, Burt & Watson
West Virginia
$3K +$46 +1 +1%
WTA
382
Washington Trust Advisors
Massachusetts
$2.88K – – –
FMB
383
Field & Main Bank
Kentucky
$2.83K +$2.82K +61 New
GWSA
384
Global Wealth Strategies & Associates
Colorado
$2.09K +$2.08K +45 New
SWM
385
Spire Wealth Management
Virginia
$2K -$64.1K -1,385 -97%
FRA
386
Front Row Advisors
California
$2K – – –
TSWM
387
Tyler-Stone Wealth Management
Ohio
$2K – – –
FCA
388
Fortis Capital Advisors
Kansas
$1.76K +$1.76K +38 New
RFG
389
RFP Financial Group
Georgia
$1.63K +$1.62K +35 New
TAM
390
Townsend Asset Management
North Carolina
$1.49K +$1.48K +32 New
FGAM
391
Financial Gravity Asset Management
Texas
$1.05K -$8.51K -184 -80%
WWM
392
Wolff Wiese Magana
California
$139 – – –
FWA
393
Freedom Wealth Alliance
Wisconsin
$93 +$93 +2 New
CIAS
394
CFS Investment Advisory Services
New Jersey
– -$4.93M -4,934,055 Closed
KFAA
395
Klaas Financial Asset Advisors
Illinois
– -$54.4M -1,180,161 Closed
RA
396
RFG Advisory
Alabama
– -$3.08M -67,123 Closed
W
397
Wealthquest
Ohio
– -$3.06M -66,349 Closed
MAG
398
MRA Advisory Group
New Jersey
– -$2.85M -61,921 Closed
KCM
399
Karp Capital Management
California
– -$1.89M -40,976 Closed
AWS
400
AJ Wealth Strategies
New York
– -$1.25M -27,062 Closed
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