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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
401
Stone House Investment Management
Pennsylvania
$8.47M +$3.72M +36,743 +72%
AWA
402
Amplius Wealth Advisors
Pennsylvania
$8.38M -$3.3M -32,662 -27%
TW
403
Transform Wealth
Colorado
$8.37M +$8.79M +86,886 New
FFA
404
First Foundation Advisors
California
$8.35M -$4.55M -45,016 -34%
ECM
405
Exchange Capital Management
Michigan
$8.26M +$40.1K +397 +0.5%
OFG
406
Omega Financial Group
California
$8.24M -$2.29M -22,664 -21%
EWM
407
Executive Wealth Management
Michigan
$8.23M +$464K +4,587 +126%
FPCG
408
Forum Private Client Group
Indiana
$8.23M -$267K -2,644 -3%
JWCA
409
J.W. Cole Advisors
Florida
$8.2M +$389K +3,845 +5%
Natixis Advisors
410
Natixis Advisors
Massachusetts
$8.13M -$683K -6,754 -7%
CWG
411
Cornerstone Wealth Group
North Carolina
$8.06M -$1.62M -15,974 -16%
SGCA
412
Steel Grove Capital Advisors
Tennessee
$8.06M -$3.44M -34,050 -29%
KPWS
413
Kestra Private Wealth Services
Texas
$8.04M +$970K +9,592 +13%
AF
414
Advisornet Financial
Minnesota
$7.84M +$3.55M +35,111 +76%
HTC
415
Haverford Trust Company
Pennsylvania
$7.81M -$1.96M -19,415 -19%
AF
416
Apexium Financial
Texas
$7.75M +$7.18M +70,976 +749%
EEP
417
Edgehill Endowment Partners
Connecticut
$7.73M -$2.43M -23,997 -23%
BC
418
Burleson & Co
California
$7.61M -$609K -6,018 -7%
ANTB
419
AMG National Trust Bank
Colorado
$7.6M +$1.87M +18,457 +31%
PFA
420
Pure Financial Advisors
California
$7.57M +$657K +6,500 +9%
SQA
421
Simon Quick Advisors
New Jersey
$7.48M -$113K -1,117 -1%
CL
422
CPWM LLC
Washington
$7.48M +$2.98M +29,511 +61%
MW
423
Marcum Wealth
Ohio
$7.43M +$1.32M +13,037 +20%
AFP
424
Ausdal Financial Partners
Iowa
$7.39M -$222K -2,196 -3%
WFA
425
Wipfli Financial Advisors
Wisconsin
$7.38M +$2.88M +28,467 +59%