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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
451
Ullmann Wealth Partners Group
Florida
$2.18M +$2.14M +20,430 New
TF
452
TimeScale Financial
Massachusetts
$2.15M +$2.12M +20,196 New
WA
453
Winfield Associates
Ohio
$2.15M -$2.72M -25,972 -56%
BOTW
454
Bank of the West
California
$2.15M +$1.36M +12,967 +180%
CLOS
455
Compagnie Lombard Odier SCmA
Switzerland
$2.14M
WS
456
Wedbush Securities
California
$2.13M -$17K -162 -0.8%
WPSG
457
Wealth & Pension Services Group
Georgia
$2.06M -$246K -2,350 -11%
DPI
458
Diversified Portfolios Inc
Michigan
$2.06M -$67.5K -644 -3%
BCM
459
Brookstone Capital Management
Illinois
$2.05M +$253K +2,408 +14%
HIS
460
Harvest Investment Services
Illinois
$2.05M +$2.01M +19,164 New
AIM
461
Advantage Investment Management
Iowa
$2.04M +$1.58M +15,101 +369%
DT
462
Diversified Trust
Tennessee
$2.04M -$2.04M -19,445 -50%
WWM
463
Western Wealth Management
Colorado
$2.02M +$1.99M +18,962 New
HB
464
Homrich & Berg
Georgia
$2.01M +$389K +3,707 +24%
BIA
465
Bigelow Investment Advisors
Maine
$1.99M -$108K -1,028 -5%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M +$146K +1,396 +8%
BFEC
467
Benjamin F. Edwards & Company
Missouri
$1.97M +$51.4K +490 +3%
GRP
468
Global Retirement Partners
California
$1.97M +$8.6K +82 +0.4%
OWM
469
Orgel Wealth Management
Wisconsin
$1.97M +$1.17M +11,180 +153%
ADL
470
Asset Dedication LLC
California
$1.96M -$370K -3,528 -16%
MAM
471
Marquette Asset Management
Minnesota
$1.94M -$481K -4,581 -20%
NEGWA
472
New England Guild Wealth Advisors
Connecticut
$1.94M -$1.34M -12,813 -41%
SI
473
Stephens Inc
Arkansas
$1.94M -$92.2K -879 -5%
BAS
474
Brown Advisory Securities
Maryland
$1.93M -$2.12M -20,183 -53%
State Street
475
State Street
Massachusetts
$1.93M +$6.29K +60 +0.3%