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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
Stratos Wealth Advisors
Ohio
$18.6M -$1.6M -15,996 -8%
SWP
352
Stratos Wealth Partners
Ohio
$18.5M +$767K +7,684 +4%
SF
353
Summit Financial
New Jersey
$18.4M +$5.3M +53,086 +41%
CAM
354
Cresset Asset Management
Illinois
$18.3M -$721K -7,223 -4%
LFAS
355
Level Four Advisory Services
Texas
$18.3M +$892K +8,941 +5%
SFA
356
Sequoia Financial Advisors
Ohio
$18.3M -$4.4M -44,070 -20%
SCM
357
Sheridan Capital Management
California
$18.3M -$87.3K -875 -0.5%
IWM
358
IHT Wealth Management
Illinois
$17.8M +$1.32M +13,273 +8%
LL
359
LPWM LLC
Minnesota
$17.7M +$1.15M +11,496 +7%
FIM
360
Freedom Investment Management
Connecticut
$17.5M +$614K +6,151 +4%
SCI
361
Silver Coast Investments
United States
$17.4M +$517K +5,179 +3%
HCC
362
Hirtle Callaghan & Co
Pennsylvania
$17.3M
RW
363
Regimen Wealth
Georgia
$17.3M +$347K +3,480 +2%
RCS
364
Retirement Capital Strategies
California
$17.3M +$17M +170,388 New
FAIM
365
Financial Advocates Investment Management
Washington
$17.2M +$278K +2,786 +2%
GSWM
366
Greenup Street Wealth Management
Michigan
$17.2M +$457K +4,579 +3%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$17.1M +$1.47M +14,719 +10%
PIMG
368
Patriot Investment Management Group
Tennessee
$17M +$928K +9,302 +6%
PFS
369
Prospera Financial Services
Texas
$17M +$2M +20,022 +14%
TWM
370
Tanager Wealth Management
United Kingdom
$17M +$2.04M +20,469 +14%
WPW
371
Watershed Private Wealth
Illinois
$17M +$4.05M +40,623 +32%
WT
372
Washington Trust
Rhode Island
$16.9M +$267K +2,681 +2%
SA
373
Skyline Advisors
Washington
$16.8M +$4.19K +42 +0%
PWP
374
PrairieView Wealth Partners
Illinois
$16.8M +$12.1M +121,485 +275%
MW
375
Marcum Wealth
Ohio
$16.8M +$774K +7,756 +5%