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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
351
Clark Capital Management Group
Pennsylvania
$291K +$10K +93 +4%
VAM
352
Visionary Asset Management
Texas
$287K +$286K +2,657 New
CCT
353
Country Club Trust
Missouri
$286K -$3.23K -30 -1%
BHB
354
Bank Hapoalim BM
Israel
$283K -$1.08M -10,050 Closed
FCIM
355
Fairview Capital Investment Management
California
$281K +$280K +2,600 New
IPC
356
Independent Portfolio Consultants
Florida
$281K +$281K +2,610 New
RFA
357
Reilly Financial Advisors
California
$278K -$84.4K -784 -23%
PA
358
Planning Alternatives
Michigan
$278K +$277K +2,575 New
UBS AM
359
UBS AM
Illinois
$277K
DAS
360
Dynamic Advisor Solutions
Arizona
$276K +$21.8K +203 +9%
FWP
361
FAS Wealth Partners
Kansas
$271K -$254K -2,363 -48%
WI
362
Wedgewood Investors
Pennsylvania
$261K
FC
363
FIC Capital
New York
$259K
BBHC
364
Brown Brothers Harriman & Co
New York
$259K +$258K +2,400 New
CWM
365
Confluence Wealth Management
Oregon
$256K +$255K +2,374 New
DJSG
366
D.J. St. Germain
Massachusetts
$243K -$43.6K -405 -15%
AW
367
ACG Wealth
Georgia
$237K -$5.27K -49 -2%
SBH
368
Segall Bryant & Hamill
Illinois
$237K +$237K +2,200 New
CAL
369
Capital Advisors Ltd
Ohio
$236K -$258K -2,399 -52%
ONB
370
Old National Bancorp
Indiana
$230K +$230K +2,135 New
AAM
371
Autus Asset Management
Arizona
$229K
EC
372
Estate Counselors
Wisconsin
$226K -$20.4K -190 -8%
TSW
373
Thompson Siegel & Walmsley
Virginia
$220K +$69.9K +650 +47%
CDIA
374
Capital Directions Investment Advisors
Georgia
$213K -$116K -1,080 -35%
IWC
375
Integrated Wealth Counsel
California
$208K +$207K +1,923 New