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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
476
Foothills Asset Management
Arizona
$724K -$91.6K -825 -11%
LWA
477
Lowe Wealth Advisors
Maryland
$723K +$13.5K +122 +2%
SMDAM
478
Sumitomo Mitsui DS Asset Management
Japan
$719K -$163K -1,472 -19%
Nomura Asset Management
479
Nomura Asset Management
Japan
$718K
WF
480
WealthTrust Fairport
Ohio
$702K -$2.84M -25,602 -56%
WF
481
Welch & Forbes
Massachusetts
$676K -$36.1K -325 -5%
EFS
482
Essex Financial Services
Connecticut
$671K +$662K +5,962 New
HB
483
Homrich & Berg
Georgia
$670K +$47.6K +429 +8%
PWMAG
484
Pinnacle Wealth Management Advisory Group
New Jersey
$663K +$114K +1,030 +21%
IT
485
Independence Trust
Tennessee
$662K
KT
486
Kanaly Trust
Texas
$662K
3C
487
361 Capital
Colorado
$654K -$24.8K -223 -4%
JGUA
488
John G. Ullman & Associates
New York
$653K +$15.5K +140 +2%
SCA
489
Salient Capital Advisors
Texas
$652K
HIIFS
490
Harel Insurance Investments & Financial Services
Israel
$642K
TNB
491
Thomasville National Bank
Georgia
$640K +$9.99K +90 +2%
FC
492
Forte Capital
New York
$639K +$108K +971 +21%
MCM
493
Matterhorn Capital Management
Texas
$637K +$628K +5,655 New
SFSG
494
Stearns Financial Services Group
North Carolina
$631K +$81K +729 +15%
BWP
495
BSW Wealth Partners
Colorado
$626K -$36.4K -328 -6%
ZB
496
Zions Bancorporation
Utah
$623K -$4.55K -41 -0.7%
SSWM
497
Sheets Smith Wealth Management
North Carolina
$623K +$48.4K +436 +9%
TF
498
Tompkins Financial
New York
$619K -$202K -1,817 -25%
KCM
499
Karp Capital Management
California
$610K +$146K +1,317 +32%
PV
500
Private Vista
Illinois
$605K -$61K -549 -9%