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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
201
Oakworth Capital
Alabama
$75K – – –
EK
202
Evensky & Katz
Florida
$75K +$3.38K +67 +5%
SSWG
203
Seven Springs Wealth Group
Tennessee
$72K +$72.3K +1,434 New
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68K – – –
GRP
205
Global Retirement Partners
California
$63K +$554 +11 +0.9%
TFGT
206
TS Financial Group (TSFG)
Illinois
$61K – – –
BWL
207
Bogart Wealth LLC
Virginia
$56K – – –
EP
208
Eudaimonia Partners
Tennessee
$56K +$56.5K +1,121 New
ADL
209
Asset Dedication LLC
California
$50K +$2.72K +54 +6%
EIP
210
Ellis Investment Partners
Pennsylvania
$48K +$403 +8 +0.8%
CAAS
211
Capital Asset Advisory Services
Michigan
$48K +$47.8K +948 New
MA
212
MCF Advisors
Kentucky
$45K -$50 -1 -0.1%
PP
213
Pacifica Partners
Canada
$37K +$36.7K +728 New
IF
214
Ironwood Financial
Arizona
$34K +$12.6K +251 +59%
FHA
215
Flagship Harbor Advisors
Massachusetts
$33K – – –
PCA
216
Peddock Capital Advisors
Massachusetts
$32K +$32.4K +644 New
SWM
217
Sugarloaf Wealth Management
Georgia
$27K +$27.2K +540 New
AIC
218
Archer Investment Corporation
Indiana
$24K – – –
RIA
219
Realta Investment Advisors
Delaware
$24K – – –
CFG
220
Capstone Financial Group
Oklahoma
$24K +$23.8K +472 New
AIC
221
Ameritas Investment Company
Nebraska
$22K -$2.22K -44 -9%
LFG
222
Larson Financial Group
Missouri
$21K – – –
BWM
223
Baystate Wealth Management
Massachusetts
$20K +$20.5K +406 New
FCMT
224
Founders Capital Management (Texas)
Texas
$19K – – –
TCOV
225
Trust Company of Vermont
Vermont
$18K – – –
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9
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