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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPO
226
Cerity Partners OCIO
New York
$1.13M +$91.9K +858 +9%
CAL
227
Capital Analysts LLC
Pennsylvania
$1.13M +$8.04K +75 +0.7%
BOTW
228
Bank of the West
California
$1.1M -$98K -915 -8%
AT
229
Arden Trust
Delaware
$1.09M +$221K +2,067 +25%
WF
230
Welch & Forbes
Massachusetts
$1.07M -$75K -700 -6%
EGA
231
E&G Advisors
Texas
$1.07M +$1.07M +10,024 New
HSA
232
HBK Sorce Advisory
Pennsylvania
$1.05M +$1.06M +9,855 New
F
233
Filament
Washington
$1.03M -$85.2K -795 -8%
BWP
234
BSW Wealth Partners
Colorado
$1.03M -$417K -3,897 -29%
BSW
235
Buckingham Strategic Wealth
Missouri
$1.03M -$252K -2,350 -20%
BPB
236
Badgley, Phelps & Bell
Washington
$1.02M -$77K -719 -7%
SCM
237
Shelton Capital Management
Colorado
$1.01M -$4.29K -40 -0.4%
OC
238
Oarsman Capital
Wisconsin
$1.01M -$165K -1,541 -14%
FF
239
Friedenthal Financial
New Jersey
$1M +$1.01M +9,401 New
MAM
240
Meeder Asset Management
Ohio
$992K +$999K +9,325 New
First Trust Advisors
241
First Trust Advisors
Illinois
$975K +$981K +9,157 New
FFS
242
Founders Financial Securities
Maryland
$970K +$976K +9,113 New
CIA
243
Capital Investment Advisors
Georgia
$969K +$975K +9,105 New
HJA
244
Hugh Johnson Advisors
New York
$937K -$867K -8,097 -48%
BAAM
245
Baker Avenue Asset Management
California
$925K +$120K +1,123 +15%
YP
246
Yellowstone Partners
Idaho
$880K +$886K +8,266 New
VFS
247
VSR Financial Services
Kansas
$873K +$25.3K +236 +3%
LW
248
Linscomb Wealth
Texas
$855K +$21.2K +198 +3%
MHS
249
M Holdings Securities
Oregon
$853K +$858K +8,013 New
PA
250
Pinnacle Associates
New York
$827K -$193K -1,800 -19%