Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Boyd Wealth Management, LLC | 270,731 | $13,198 |
| Strategic Financial Partners, Ltd. | 164,081 | $7,999 |
| XY Planning Network, Inc. | 25,960 | $1,266 |
| Rede Wealth, LLC | 5,988 | $292 |
| MidAtlantic Capital Management, Inc. | 3,501 | $171 |
| BCS Private Wealth Management, Inc. | 5,000 | $244 |
| CALTON & ASSOCIATES, INC. | 9,394 | $458 |
| SeaBridge Investment Advisors LLC | 6,150 | $300 |
| WEST PACES ADVISORS INC. | 5,102 | $249 |
| PFG Advisors | 16,798 | $819 |
| DAGCO, INC. | 1,990 | $97 |
| StoneX Group Inc. | 6,281 | $306 |
| SRS Capital Advisors, Inc. | 9,464 | $461 |
| World Investment Advisors | 8,165 | $398 |
| FLAGSHIP HARBOR ADVISORS, LLC | 2,110 | $103 |
| Pinnacle Wealth Planning Services, Inc. | 1,100 | $54 |
| JANE STREET GROUP, LLC | 17,693 | $863 |
| Caldwell Trust Co | 420 | $20 |
| Fortitude Family Office, LLC | 213 | $10 |
| SageView Advisory Group, LLC | 439 | $21 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FIDUCIARY ADVISORS, INC. | 198,543 | 227,631 | +29,088 (+14.7%) |
| FPC INVESTMENT ADVISORY, INC. | 563,731 | 605,277 | +41,546 (+7.4%) |
| Hoxton Planning & Management, LLC | 104,151 | 178,343 | +74,192 (+71.2%) |
| Prosperity Planning, Inc. | 904,807 | 965,641 | +60,834 (+6.7%) |
| Alexander Randolph Advisory, Inc. | 284,969 | 295,510 | +10,541 (+3.7%) |
| COREPATH WEALTH PARTNERS LLC | 121,926 | 133,867 | +11,941 (+9.8%) |
| Buttonwood Financial Advisors Inc. | 262,762 | 281,339 | +18,577 (+7.1%) |
| TRUST POINT INC. | 1,723,373 | 1,789,229 | +65,856 (+3.8%) |
| Omega Financial Group, LLC | 286,277 | 302,924 | +16,647 (+5.8%) |
| CAHABA WEALTH MANAGEMENT, INC. | 997,635 | 1,064,566 | +66,931 (+6.7%) |
| Gilbert Capital Group, Inc. | 141,913 | 148,175 | +6,262 (+4.4%) |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 386,857 | 446,603 | +59,746 (+15.4%) |
| Opal Wealth Advisors, LLC | 390,344 | 404,099 | +13,755 (+3.5%) |
| Koss-Olinger Consulting, LLC | 466,169 | 568,963 | +102,794 (+22.1%) |
| Values First Advisors, Inc. | 130,514 | 137,130 | +6,616 (+5.1%) |
| DORVAL Corp | 304,234 | 314,458 | +10,224 (+3.4%) |
| MBL Wealth, LLC | 746,513 | 774,461 | +27,948 (+3.7%) |
| Acorns Advisers, LLC | 10,992,587 | 11,554,781 | +562,194 (+5.1%) |
| CIM, LLC | 532,918 | 551,248 | +18,330 (+3.4%) |
| SPINNAKER TRUST | 1,345,877 | 1,384,279 | +38,402 (+2.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 63,376 | 6,228 | -57,148 (-90.2%) |
| INVESTED ADVISORS | 71,730 | 59,542 | -12,188 (-17.0%) |
| IRON Financial LLC | 346,166 | 335,425 | -10,741 (-3.1%) |
| WEALTH MANAGEMENT RESOURCES, INC. | 344,379 | 328,886 | -15,493 (-4.5%) |
| CAPITAL INSIGHT PARTNERS, LLC | 294,464 | 267,939 | -26,525 (-9.0%) |
| Rooted Wealth Advisors, Inc. | 92,589 | 44,595 | -47,994 (-51.8%) |
| MARYLAND CAPITAL ADVISORS INC. | 169,684 | 163,051 | -6,633 (-3.9%) |
| PEOPLES BANK /OH | 77,368 | 74,571 | -2,797 (-3.6%) |
| ARKANSAS FINANCIAL GROUP, INC. | 118,522 | 79,053 | -39,469 (-33.3%) |
| Argent Advisors, Inc. | 66,632 | 51,057 | -15,575 (-23.4%) |
| Level Wealth Management LLC | 18,672 | 6,572 | -12,100 (-64.8%) |
| Dentgroup LLC | 56,458 | 55,045 | -1,413 (-2.5%) |
| Abundance Wealth Counselors | 238,108 | 235,360 | -2,748 (-1.2%) |
| Cranbrook Wealth Management, LLC | 151,098 | 147,098 | -4,000 (-2.6%) |
| Joseph Group Capital Management | 37,480 | 28,595 | -8,885 (-23.7%) |
| Park Place Capital Corp | 52,509 | 42,030 | -10,479 (-20.0%) |
| TD Capital Management LLC | 74,180 | 47,781 | -26,399 (-35.6%) |
| BURKETT FINANCIAL SERVICES, LLC | 9,703 | 118 | -9,585 (-98.8%) |
| RIK SAYLOR FINANCIAL, INC. | 27,749 | 26,330 | -1,419 (-5.1%) |
| Greykasell Wealth Strategies, Inc. | 52,324 | 50,574 | -1,750 (-3.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Northwest Capital Management Inc | 10,655 | $520 |
| TrueWealth Financial Partners | 6,524 | $319 |
| KMG FIDUCIARY PARTNERS, LLC | 34,086 | $1,665 |
| TFC Financial Management, Inc. | 19,350 | $945 |
| CLEAR INVESTMENT RESEARCH, LLC | 1,934 | $94 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 6,794 | $332 |
| Summa Corp. | 4,200 | $205 |
| UPTICK PARTNERS, LLC | 7,086 | $346 |
| Newbridge Financial Services Group, Inc. | 8,473 | $414 |
| Aries Wealth Management | 4,734 | $231 |
| Tanager Wealth Management LLP | 4,789 | $234 |
| GREEN SQUARE CAPITAL ADVISORS LLC | 4,305 | $209 |
| American Trust | 4,451 | $217 |
| Sachetta, LLC | 1,075 | $53 |
| Integrated Wealth Concepts LLC | 18,735 | $915 |
| Truvestments Capital LLC | 1,714 | $84 |
| PFG Investments, LLC | 4,218 | $206 |
| SALEM INVESTMENT COUNSELORS INC | 1,970 | $96 |
| Ameritas Advisory Services, LLC | 1,330 | $65 |
| GPS Wealth Strategies Group, LLC | 520 | $25 |