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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
476
Thomasville National Bank
Georgia
$620K +$41.5K +379 +7%
ZB
477
Zions Bancorporation
Utah
$617K -$8.21K -75 -1%
HB
478
Homrich & Berg
Georgia
$612K -$1.39M -12,740 -70%
RTS
479
Round Table Services
New Jersey
$582K +$64.6K +590 +13%
WA
480
Wealth Architects
California
$581K -$48.9K -447 -8%
GWM
481
Gupta Wealth Management
California
$581K +$246K +2,251 +75%
BCM
482
Brookmont Capital Management
Texas
$575K +$2.52K +23 +0.4%
SSWM
483
Sheets Smith Wealth Management
North Carolina
$565K -$13.4K -122 -2%
BHTS
484
Bar Harbor Trust Services
Maine
$543K +$39.7K +363 +8%
SFSG
485
Stearns Financial Services Group
North Carolina
$540K +$22.7K +207 +4%
PWMAG
486
Pinnacle Wealth Management Advisory Group
New Jersey
$538K +$31.7K +290 +6%
OCG
487
Opus Capital Group
Ohio
$522K +$328 +3 +0.1%
FC
488
Forte Capital
New York
$522K +$66.8K +610 +15%
EWM
489
Evercore Wealth Management
New York
$517K +$339K +3,094 +197%
LWM
490
Lenox Wealth Management
Ohio
$514K -$135K -1,238 -21%
CIBC World Market
491
CIBC World Market
Ontario, Canada
$514K -$82.6K -755 -14%
SCG
492
Sonata Capital Group
Washington
$510K +$107K +975 +27%
BRWA
493
B. Riley Wealth Advisors
Florida
$507K +$40.7K +372 +9%
CCFCSB
494
Cape Cod Five Cents Savings Bank
Massachusetts
$506K
WCM
495
Washington Capital Management
Washington
$502K +$496K +4,530 New
MFW
496
Mosaic Family Wealth
Missouri
$488K -$201K -1,837 -29%
FPCP
497
Fort Point Capital Partners
California
$483K +$65.7K +600 +16%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$477K -$70.3K -642 -13%
KWMG
499
King Wealth Management Group
Florida
$477K +$65.3K +597 +16%
OC
500
Oakworth Capital
Alabama
$471K -$399K -3,648 -46%