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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Shakespeare Wealth Management
Wisconsin
$35.5M +$1.68M +16,754 +5%
VWA
252
Visionary Wealth Advisors
Illinois
$35.4M -$1.73M -17,230 -5%
AIP
253
Ameritas Investment Partners
Nebraska
$35.4M -$403K -4,019 -1%
CIA
254
Concurrent Investment Advisors
Florida
$35.3M +$7.44M +74,170 +27%
BIAS
255
Beacon Investment Advisory Services
New Jersey
$35.2M +$7.27M +72,468 +26%
ASN
256
Advisory Services Network
Georgia
$35M +$14.5M +144,576 +70%
LWA
257
Lineweaver Wealth Advisors
Ohio
$34.7M +$1.53M +15,244 +5%
SIM
258
Strategic Investment Management
Virginia
$34.4M
EI
259
eCIO Inc
Wisconsin
$34.3M -$6.65M -66,288 -16%
AWA
260
Acumen Wealth Advisors
Tennessee
$34.2M +$34.4M +342,659 New
CPA
261
Capital Performance Advisors
California
$34.1M +$6.09M +60,712 +22%
CAP
262
Cordoba Advisory Partners
New York
$34.1M +$34.2M +341,179 New
Man Group
263
Man Group
United Kingdom
$33.8M +$5.32M +53,024 +19%
LI
264
LVZ Inc
Michigan
$33.8M +$178K +1,771 +0.5%
CAM
265
Cresset Asset Management
Illinois
$33.6M +$10.1M +100,166 +42%
DAS
266
Daybright Advisory Services
Florida
$33.4M +$33.5M +333,942 New
VCA
267
Verdence Capital Advisors
Maryland
$33.2M +$856K +8,535 +3%
UW
268
Unique Wealth
Florida
$33.2M +$2.91M +28,969 +10%
AF
269
Advisornet Financial
Minnesota
$33.1M +$788K +7,851 +2%
AI
270
Atria Investments
North Carolina
$33.1M +$4.65M +46,330 +16%
LS
271
Liquid Strategies
Georgia
$32.8M -$2.38M -23,707 -7%
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$32.7M +$15.8M +157,536 +93%
FMC
273
First Merchants Corp
Indiana
$32M -$917K -9,143 -3%
UBV
274
United Bank (Virginia)
Virginia
$31.8M +$1M +10,010 +3%
CIBC Private Wealth Group
275
CIBC Private Wealth Group
Georgia
$31.7M -$945K -9,415 -3%