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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBW
476
Blue Barn Wealth
Utah
$11.4M +$358K +3,654 +3%
TA
477
TruWealth Advisors
Louisiana
$11.4M +$1.48M +15,078 +15%
MSWM
478
McGlone Suttner Wealth Management
Wisconsin
$11.4M +$479K +4,889 +4%
CLGM
479
Capitolis Liquid Global Markets
New York
$11.3M -$1.48M -15,100 -12%
HIA
480
HTG Investment Advisors
Connecticut
$11.3M +$378K +3,860 +4%
SL
481
Sentinus LLC
Illinois
$11.3M +$1.27M +12,937 +13%
VHAM
482
Van Hulzen Asset Management
California
$11.3M +$177K +1,802 +2%
RFG
483
RFP Financial Group
Georgia
$11.2M -$177K -1,807 -2%
PFM
484
Peak Financial Management
Massachusetts
$11.2M +$185K +1,890 +2%
LIA
485
LifePlan Investment Advisors
North Carolina
$11.1M +$123K +1,260 +1%
EWA
486
Exencial Wealth Advisors
Oklahoma
$11M -$694K -7,086 -6%
CIBC World Market
487
CIBC World Market
Ontario, Canada
$11M -$215K -2,199 -2%
AWMG
488
Alliance Wealth Management Group
New Jersey
$11M -$351K -3,586 -3%
AA
489
Addison Advisors
Vermont
$11M +$392K +4,000 +4%
IA
490
IFP Advisors
Florida
$11M +$3.64M +37,120 +50%
KFO
491
Kopp Family Office
Minnesota
$10.9M +$127K +1,300 +1%
CFG
492
Citizens Financial Group
Rhode Island
$10.9M +$3.56M +36,338 +49%
COFSG
493
Carbahal Olsen Financial Services Group
California
$10.9M +$424K +4,325 +4%
HNW
494
High Note Wealth
Minnesota
$10.8M -$5.39M -55,017 -34%
BCP
495
Blue Chip Partners
Michigan
$10.7M -$571K -5,825 -5%
GWM
496
Geneos Wealth Management
Colorado
$10.7M +$4.33M +44,175 +69%
RC
497
Roundview Capital
New Jersey
$10.7M -$47.2K -482 -0.4%
TAM
498
TCP Asset Management
Ohio
$10.6M +$214K +2,183 +2%
FTS
499
Fifth Third Securities
Ohio
$10.6M +$206K +2,104 +2%
SSW
500
Smith Shellnut Wilson
Mississippi
$10.6M +$98 +1 +0%