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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
NIC
201
Northwest Investment Counselors
Oregon
$793K +$47 +1 +0%
MAWCM
202
Mine & Arao Wealth Creation & Management
California
$779K +$15.6K +330 +2%
CTA
203
Colonial Trust Advisors
South Carolina
$741K +$759K +16,079 New
VNA
204
Valley National Advisers
Pennsylvania
$733K -$185K -3,920 -20%
HHRDM
205
H&H Retirement Design & Management
Nevada
$714K -$24.1K -510 -3%
HIF
206
Hill Island Financial
Michigan
$714K +$12K +254 +2%
NCM
207
Northwest Capital Management
Oregon
$704K -$103K -2,173 -12%
CMS
208
Capital Market Strategies
Florida
$704K -$52.6K -1,115 -7%
LFAS
209
Level Four Advisory Services
Texas
$695K -$150K -3,183 -17%
SHFA
210
SC&H Financial Advisors
Maryland
$690K -$122K -2,575 -15%
PIMG
211
Patriot Investment Management Group
Tennessee
$682K +$17.5K +370 +3%
CB
212
Commerce Bank
Missouri
$667K – – –
PP
213
PDS Planning
Ohio
$658K -$1.03M -21,846 -60%
WB
214
WesBanco Bank
West Virginia
$630K -$313K -6,630 -33%
RA
215
Rise Advisors
New York
$629K +$2.93K +62 +0.5%
CA
216
CGN Advisors
Kansas
$618K +$275K +5,825 +77%
SFG
217
StrategIQ Financial Group
Indiana
$607K -$17.3K -367 -3%
KPWS
218
Kestra Private Wealth Services
Texas
$602K +$112K +2,370 +22%
SAF
219
Smith Anglin Financial
Texas
$586K +$600K +12,719 New
HCA
220
Heck Capital Advisors
Wisconsin
$575K – – –
GWM
221
GDS Wealth Management
Texas
$572K -$23M -487,898 -98%
ISL
222
Ingalls & Snyder LLC
New York
$567K -$56.6K -1,200 -9%
SFS
223
Sowell Financial Services
Arkansas
$566K +$579K +12,271 New
VFIC
224
Valley Forge Investment Consultants
Pennsylvania
$561K +$57.3K +1,214 +11%
CHP
225
Cable Hill Partners
Oregon
$560K +$20.7K +438 +4%
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9
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