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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
376
RFP Financial Group
Georgia
$11.3M +$11.2M +116,009 New
FCIM
377
Fairview Capital Investment Management
California
$11.2M -$3.14M -32,430 -22%
PFM
378
Peak Financial Management
Massachusetts
$11.2M +$385K +3,984 +4%
JFGIW
379
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.2M +$5.64M +58,277 +102%
RC
380
Roundview Capital
New Jersey
$11.1M -$5.55M -57,393 -33%
Daiwa Securities Group
381
Daiwa Securities Group
Japan
$11.1M +$667K +6,900 +6%
BWCS
382
Beirne Wealth Consulting Services
Connecticut
$11M -$1.34M -13,807 -11%
GCA
383
Greenwood Capital Associates
South Carolina
$11M -$2.71K -28 -0%
SWP
384
Stratos Wealth Partners
Ohio
$11M -$2.82M -29,176 -20%
PWMA
385
Pension & Wealth Management Advisors
Massachusetts
$11M +$11M +113,276 New
CA
386
Cetera Advisors
Colorado
$10.9M +$4.6M +47,537 +73%
HFS
387
HBC Financial Services
Washington
$10.9M +$138K +1,426 +1%
GFWA
388
Grey Fox Wealth Advisors
Delaware
$10.7M +$10.7M +110,499 New
LL
389
LPWM LLC
Minnesota
$10.7M +$1.35M +13,986 +15%
CSIA
390
Charles Schwab Investment Advisory
California
$10.7M +$824K +8,520 +8%
OPS
391
Orion Portfolio Solutions
Nebraska
$10.6M -$740K -7,656 -7%
AWAP
392
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$10.6M +$308K +3,189 +3%
IWM
393
IHT Wealth Management
Illinois
$10.6M -$958K -9,909 -8%
TWA
394
TCI Wealth Advisors
Arizona
$10.6M -$680K -7,026 -6%
DT
395
Diversified Trust
Tennessee
$10.4M +$636K +6,573 +7%
AA
396
AJ Advisors
Tennessee
$10.4M +$10.4M +107,105 New
MPPLM
397
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$10.2M -$315K -3,258 -3%
CAG
398
Crestwood Advisors Group
Massachusetts
$10.2M -$2.52M -26,036 -20%
TAM
399
TCP Asset Management
Ohio
$10.2M +$10.2M +105,176 New
OBWP
400
O'Brien Wealth Partners
Massachusetts
$10.1M -$7.45K -77 -0.1%