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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
101
Cypress Capital Group
Florida
$4.4M +$324K +6,309 +8%
RWP
102
Ridgecrest Wealth Partners
California
$4.19M +$3.99M +77,830 +1,983%
SWP
103
Summit Wealth Partners
Florida
$4.04M +$192K +3,743 +5%
RIM
104
Rockbridge Investment Management
New York
$4.04M +$863K +16,813 +27%
DI
105
DAGCO Inc
Ohio
$3.97M +$2.81M +54,755 +242%
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$3.87M +$255K +4,972 +7%
GSIS
107
Global Strategic Investment Solutions
Arizona
$3.86M -$2.26M -44,117 -37%
LFF
108
Level Four Financial
Texas
$3.83M +$399K +7,783 +12%
CMBA
109
C.M. Bidwell & Associates
Hawaii
$3.8M +$3.81M +74,155 New
FHB
110
First Hawaiian Bank
Hawaii
$3.8M +$3.81M +74,155 New
COCM
111
Charter Oak Capital Management
New Hampshire
$3.8M +$294K +5,726 +8%
MCWS
112
McKinley Carter Wealth Services
West Virginia
$3.34M +$555K +10,805 +20%
SCA
113
Snowden Capital Advisors
New York
$3.29M +$2.92M +56,863 +789%
MAG
114
MRA Advisory Group
New Jersey
$3.23M +$593K +11,560 +23%
DAS
115
Dynamic Advisor Solutions
Arizona
$3.21M +$149K +2,899 +5%
HWA
116
HHM Wealth Advisors
Tennessee
$3.2M +$133K +2,589 +4%
AWE
117
Avidian Wealth Enterprises
Texas
$3.19M +$3.19M +62,200 New
DTIM
118
Danda Trouve Investment Management
Kansas
$2.97M -$106K -2,058 -3%
GPA
119
Guidance Point Advisors
Massachusetts
$2.9M +$119K +2,315 +4%
KAS
120
Kestra Advisory Services
Texas
$2.84M +$35.3K +687 +1%
LWAC
121
Laurel Wealth Advisors (California)
California
$2.83M +$175K +3,419 +7%
WP
122
WealthShield Partners
North Carolina
$2.8M -$1.78M -34,597 Closed
EIA
123
Eldridge Investment Advisors
New Hampshire
$2.6M -$315K -6,137 -11%
OMC
124
Old Mission Capital
Illinois
$2.56M -$339K -6,613 -12%
SAMC
125
Spectrum Asset Management (California)
California
$2.47M -$392K -7,632 -14%
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