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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
276
Independence Wealth Advisors
Virginia
$5.68M +$557K +5,253 +11%
VAM
277
Visionary Asset Management
Texas
$5.64M -$4.98M -46,969 -47%
LSAG
278
Lake Street Advisors Group
New Hampshire
$5.64M +$525K +4,955 +10%
FA
279
Forefront Analytics
Pennsylvania
$5.61M +$103K +968 +2%
CPP
280
Crow Point Partners
Massachusetts
$5.59M +$2.54M +23,935 +84%
Capstone Investment Advisors
281
Capstone Investment Advisors
New York
$5.42M +$3.09M +29,136 +134%
IA
282
IndexIQ Advisors
New York
$5.39M -$1.11M -10,503 -17%
FMW
283
Farr Miller & Washington
District of Columbia
$5.34M -$134K -1,267 -2%
BWA
284
BDO Wealth Advisors
Florida
$5.32M -$277K -2,615 -5%
RMC
285
Regis Management Company
California
$5.27M
ACI
286
Alpha Cubed Investments
California
$5.26M -$266K -2,513 -5%
PA
287
Planning Alternatives
Michigan
$5.24M +$72.8K +687 +1%
CFB
288
Cullen/Frost Bankers
Texas
$5.13M -$2.9M -27,322 -36%
GBT
289
Grove Bank & Trust
Florida
$5.11M +$96.9K +914 +2%
DWM
290
Darwin Wealth Management
Florida
$5.11M +$204K +1,920 +4%
RWM
291
Raffa Wealth Management
District of Columbia
$5.1M +$7.21K +68 +0.1%
FAIM
292
Financial Advocates Investment Management
Washington
$5.04M +$234K +2,209 +5%
WA
293
Winfield Associates
Ohio
$5.01M -$314K -2,960 -6%
AF
294
Arrow Financial
New York
$4.99M -$1.02M -9,610 -17%
JIC
295
Johnson Investment Counsel
Ohio
$4.99M +$218K +2,053 +5%
WIC
296
Whitegate Investment Counselors
New Hampshire
$4.96M -$4.07M -38,400 -45%
OIWM
297
OptiFour Integrated Wealth Management
Virginia
$4.92M +$10.4K +98 +0.2%
HSA
298
HBK Sorce Advisory
Pennsylvania
$4.92M +$68.7K +648 +1%
MLFP
299
MPS Loria Financial Planners
Illinois
$4.92M +$17.8K +168 +0.4%
FFA
300
Fragasso Financial Advisors
Pennsylvania
$4.88M -$1.71M -16,103 -26%