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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
301
Summit Wealth Partners
Florida
$20.6M -$1.92M -20,170 -9%
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$20.5M -$7.5M -78,811 -28%
SWA
303
Stratos Wealth Advisors
Ohio
$20.4M +$552K +5,800 +3%
HCM
304
Hudson Capital Management
New Jersey
$20.3M +$3.11M +32,629 +19%
BBVA
305
Banco Bilbao Vizcaya Argentaria
Spain
$20.3M +$9.03M +94,881 +87%
SWP
306
Stratos Wealth Partners
Ohio
$20M +$10.3M +107,959 +115%
EFM
307
Eley Financial Management
Vermont
$20M +$12.2M +128,593 +177%
CC
308
Cultivar Capital
Texas
$19.9M +$19.1M +200,322 New
BC
309
Bowman & Company
Wisconsin
$19.7M +$185K +1,945 +1%
VA
310
Valmark Advisers
Ohio
$19.7M +$571K +5,996 +3%
SFG
311
Snider Financial Group
Washington
$19.6M -$1.82M -19,115 -9%
BCG
312
BayBridge Capital Group
California
$19.4M +$18.6M +195,519 New
TGAM
313
TBH Global Asset Management
Tennessee
$19.2M -$9.94M -104,451 -35%
MW
314
MBL Wealth
North Carolina
$19.1M +$1.97M +20,651 +12%
ASN
315
Advisory Services Network
Georgia
$19.1M +$2.08M +21,872 +13%
WANY
316
Wealthspire Advisors (New York)
New York
$19M -$2.87M -30,199 -14%
ST
317
Smithfield Trust
Pennsylvania
$19M +$8.92M +93,782 +96%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$18.9M -$5.82M -61,116 -24%
CWP
319
Corepath Wealth Partners
Arizona
$18.9M +$48.6K +511 +0.3%
RPG
320
Resource Planning Group
Georgia
$18.9M +$5.38M +56,556 +42%
CCA
321
Cobblestone Capital Advisors
New York
$18.7M +$15.6M +164,290 +670%
SCM
322
Sheridan Capital Management
California
$18.6M +$17.8M +187,514 New
BWCS
323
Beirne Wealth Consulting Services
Connecticut
$18.6M +$7.23M +75,969 +68%
OIA
324
OneDigital Investment Advisors
Kansas
$18.4M +$12.6M +131,984 +248%
AIA
325
Arbor Investment Advisors
North Carolina
$18.3M +$8.01M +84,210 +84%