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iShares Core 1-5 Year USD Bond ETF
ISTB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$65.7M +$33.2M +663,522 +103%
Bank of America
2
Bank of America
North Carolina
$33.4M +$5.81M +116,057 +21%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$17.7M +$128K +2,565 +0.7%
Wells Fargo
4
Wells Fargo
California
$11.5M +$5.19M +103,670 +82%
UBS Group
5
UBS Group
Switzerland
$8.34M +$2.67M +53,234 +47%
SPC
6
Sigma Planning Corp
Michigan
$7.92M +$1.49M +29,673 +23%
LF
7
Lee Financial
Texas
$7.88M +$5.28M +105,469 +204%
UCFA
8
United Capital Financial Advisors
Texas
$7.64M -$739K -14,766 -9%
PIM
9
Parasol Investment Management
Illinois
$7.19M +$4.88M +97,380 +211%
LPL Financial
10
LPL Financial
California
$6.99M +$3.19M +63,621 +84%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$5.85M +$2.43M +48,589 +71%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$5.76M +$5.75M +114,941 New
Goldman Sachs
13
Goldman Sachs
New York
$5.62M -$9.26M -184,911 -62%
CBB
14
Citizens Business Bank
California
$5.58M +$5.58M +111,412 New
HCM
15
Hollencrest Capital Management
California
$5.49M – – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.25M +$1.08M +21,523 +26%
Mariner
17
Mariner
Kansas
$5.16M +$32.7K +654 +0.6%
CCM
18
Coldstream Capital Management
Washington
$4.53M +$4.52M +90,280 New
NIA
19
Northstar Investment Advisors
Colorado
$4.48M +$967K +19,315 +28%
RJA
20
Raymond James & Associates
Florida
$4.3M +$216K +4,308 +5%
PFM
21
Phillips Financial Management
Indiana
$3.9M +$444K +8,859 +13%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.88M +$822K +16,423 +27%
LNC
23
Lincoln National Corp
Pennsylvania
$3.86M +$3.85M +76,989 New
Ameriprise
24
Ameriprise
Minnesota
$3.46M +$937K +18,722 +37%
HighTower Advisors
25
HighTower Advisors
Illinois
$3.21M +$87.2K +1,741 +3%
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