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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$11M -$7.4M -70,527 -41%
EGWAG
227
Elwood & Goetz Wealth Advisory Group
Georgia
$11M +$10.8M +102,855 New
CJA
228
C-J Advisory
California
$10.8M +$596K +5,681 +6%
MFM
229
Mirsky Financial Management
New York
$10.7M +$10.5M +100,291 New
WA
230
Waverly Advisors
Alabama
$10.6M +$3.41M +32,511 +48%
GWM
231
Geneos Wealth Management
Colorado
$10.3M -$327K -3,122 -3%
TAT
232
TD Ameritrade Trust
Colorado
$10.2M -$840K -8,012 -8%
NSLI
233
Nan Shan Life Insurance
Taiwan
$10.1M +$9.99M +95,238 New
SFS
234
Sowell Financial Services
Arkansas
$10M +$9.89M +94,282 New
VanEck Associates
235
VanEck Associates
New York
$9.92M +$4.83M +46,056 +98%
PWG
236
Private Wealth Group
Florida
$9.88M +$4.09M +39,039 +73%
CAG
237
Crestwood Advisors Group
Massachusetts
$9.78M +$3.08M +29,407 +47%
HCM
238
Howard Capital Management
Georgia
$9.67M -$6.54M -62,308 -41%
PFS
239
Prospera Financial Services
Texas
$9.53M -$241K -2,295 -3%
PFM
240
Peak Financial Management
Massachusetts
$9.38M -$847K -8,072 -8%
RTC
241
Riverview Trust Company
Washington
$9.32M +$9.18M +87,560 New
BC
242
Bartlett & Co
Ohio
$9.32M +$1.1M +10,450 +14%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$9.32M +$1.1M +10,450 +14%
FFS
244
Founders Financial Securities
Maryland
$9.22M -$2.63M -25,103 -22%
HI
245
Horizon Investments
North Carolina
$9.18M -$3.59M -34,209 -28%
OCM
246
One Capital Management
California
$9.09M -$737K -7,027 -8%
AWM
247
Alterna Wealth Management
Texas
$9.01M +$8.63M +82,315 New
FCIM
248
Fairview Capital Investment Management
California
$8.98M -$4.37M -41,689 -33%
AIM
249
Acropolis Investment Management
Missouri
$8.84M -$1.26M -11,970 -13%
WA
250
Wilshire Advisors
California
$8.71M -$1.73M -16,489 -17%