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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Summit Capital Management
Washington
$277K +$284K +2,586 New
RFA
327
Reilly Financial Advisors
California
$270K +$277K +2,522 New
LPT
328
Legacy Private Trust
Wisconsin
$268K +$275K +2,501 New
PMG
329
ProVise Management Group
Florida
$266K +$274K +2,491 New
FC
330
FIC Capital
New York
$257K +$264K +2,400 New
CD
331
Carl Domino
Florida
$255K +$261K +2,379 New
Fisher Asset Management
332
Fisher Asset Management
Washington
$252K +$259K +2,354 New
UBWV
333
United Bank (West Virginia)
West Virginia
$251K +$258K +2,346 New
PAMG
334
Patton Albertson Miller Group
Tennessee
$248K +$254K +2,310 New
AWM
335
Altavista Wealth Management
North Carolina
$248K +$254K +2,314 New
CP
336
Cumberland Partners
Ontario, Canada
$246K +$253K +2,300 New
CCM
337
Coe Capital Management
Illinois
$235K +$241K +2,190 New
ACM
338
Aviance Capital Management
Florida
$234K +$240K +2,181 New
UR
339
USCA RIA
Texas
$231K +$236K +2,151 New
CS
340
Comerica Securities
Michigan
$226K +$232K +2,110 New
CCFCSB
341
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$229K +2,085 New
EFS
342
Essex Financial Services
Connecticut
$224K +$230K +2,092 New
EWM
343
Evercore Wealth Management
New York
$216K +$221K +2,015 New
CI
344
Cambiar Investors
Colorado
$214K +$220K +2,000 New
SFS
345
Signator Financial Services
Massachusetts
$211K +$216K +1,968 New
DIS
346
Diversified Investment Strategies
Louisiana
$208K +$213K +1,940 New
AAM
347
Autus Asset Management
Arizona
$207K +$212K +1,933 New
WSA
348
Willow Street Advisors
Florida
$203K +$54.9K +500 New
CEMP
349
Compass Efficient Model Portfolios
Tennessee
$163K +$168K +1,525 New
Lazard Asset Management
350
Lazard Asset Management
New York
$155K