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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lenox Wealth Management
Ohio
$523K
OCG
502
Opus Capital Group
Ohio
$520K -$9.67K -86 -2%
NB
503
NBT Bank
New York
$518K -$6.97K -62 -1%
SPWA
504
SteelBridge Private Wealth Advisors
Florida
$518K
MFW
505
Mosaic Family Wealth
Missouri
$513K +$17.5K +156 +4%
CCFCSB
506
Cape Cod Five Cents Savings Bank
Massachusetts
$511K -$2.25K -20 -0.4%
NFG
507
NewFocus Financial Group
Washington
$509K +$39.7K +353 +8%
AIA
508
Allegis Investment Advisors
Idaho
$508K +$508K +4,522 New
Nomura Asset Management
509
Nomura Asset Management
Japan
$504K -$214K -1,900 -30%
FPCP
510
Fort Point Capital Partners
California
$504K -$37K -329 -7%
RW
511
Rand Wealth
Maryland
$497K +$232K +2,067 +88%
SA
512
SL Advisors
New Jersey
$493K
BIAS
513
Beacon Investment Advisory Services
New Jersey
$492K -$89.1K -792 -15%
VKH
514
Virtu KCG Holdings
New York
$489K -$1.15M -10,240 -70%
SIG
515
Stanford Investment Group
California
$489K +$1.69K +15 +0.3%
BFC
516
Blue Fin Capital
Rhode Island
$487K
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$484K
JIP
518
Jaffetilchin Investment Partners
Florida
$483K -$485K -4,316 -50%
NA
519
NewEdge Advisors
Louisiana
$477K +$477K +4,240 New
RTS
520
Round Table Services
New Jersey
$474K -$16.9K -150 -3%
GJIC
521
Gamble Jones Investment Counsel
California
$470K +$13.6K +121 +3%
FA
522
Fagan Associates
New York
$463K +$112 +1 +0%
HF
523
HRT Financial
New York
$461K +$461K +4,104 New
FC
524
FCA Corp
Texas
$456K -$42.1K -374 -8%
EWM
525
Evercore Wealth Management
New York
$455K +$214K +1,900 +88%