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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CM
401
Cornerstone Management
Georgia
$594K -$15.9K -143 -3%
WWM
402
Willingdon Wealth Management
North Carolina
$582K -$373K -3,359 -45%
BFC
403
Blue Fin Capital
Rhode Island
$582K +$3.89K +35 +0.7%
HB
404
Homrich & Berg
Georgia
$573K -$189K -1,704 -25%
SFS
405
Summit Financial Strategies
Ohio
$571K +$56.6K +510 +11%
BCM
406
Brookmont Capital Management
Texas
$567K +$229K +2,060 +68%
BPBT
407
Boston Private Bank & Trust
Massachusetts
$566K -$62.2K -560 -10%
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$556K +$554K +4,987 New
BAAM
409
Baker Avenue Asset Management
California
$550K -$53.3K -480 -9%
FIMS
410
FBL Investment Management Services
Iowa
$549K +$119K +1,075 +28%
BRWA
411
B. Riley Wealth Advisors
Florida
$545K +$356K +3,208 +191%
CS
412
Cannell & Spears
New York
$542K
Franklin Resources
413
Franklin Resources
California
$532K
WCA
414
Westover Capital Advisors
Delaware
$528K
Wellington Management Group
415
Wellington Management Group
Massachusetts
$515K
FC
416
Financial Consulate
Maryland
$511K -$830K -7,469 -62%
HWA
417
Heritage Wealth Advisors
Virginia
$499K -$55.4K -499 -10%
SMC
418
Smith, Moore & Co
Missouri
$499K +$74.2K +668 +18%
BL
419
Balentine LLC
Georgia
$499K +$497K +4,478 New
ICM
420
ICC Capital Management
Florida
$494K +$405K +3,645 +464%
TCOT
421
Trust Company of Toledo
Ohio
$491K
WB
422
Webster Bank
Connecticut
$484K +$18.9K +170 +4%
PAG
423
Pinnacle Advisory Group
Maryland
$481K +$480K +4,324 New
GAM
424
Gould Asset Management
California
$480K +$478K +4,305 New
PVH
425
Psagot Value Holdings
Israel
$478K -$633K -5,701 -57%