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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smith Salley Wealth Management
501
Smith Salley Wealth Management
North Carolina
$4.95M -$1.34M -11,568 -21%
Forvis Mazars Wealth Advisors
502
Forvis Mazars Wealth Advisors
Missouri
$4.94M -$15.6K -135 -0.3%
HWA
503
Hillcrest Wealth Advisors
New Jersey
$4.88M -$19.1K -165 -0.4%
PIMG
504
Patriot Investment Management Group
Tennessee
$4.83M +$13.3K +115 +0.3%
SIAM
505
Sterling Investment Advisors (Missouri)
Missouri
$4.83M +$258K +2,227 +6%
VAS
506
Valicenti Advisory Services
New York
$4.82M +$322K +2,779 +7%
Sound View Wealth Advisors Group
507
Sound View Wealth Advisors Group
Georgia
$4.8M +$140K +1,204 +3%
Gladstone Institutional Advisory
508
Gladstone Institutional Advisory
Florida
$4.78M +$773K +6,668 +19%
FineMark National Bank & Trust
509
FineMark National Bank & Trust
Florida
$4.77M -$503K -4,336 -9%
Advisornet Financial
510
Advisornet Financial
Minnesota
$4.74M +$1.45M +12,515 +44%
Live Oak Private Wealth
511
Live Oak Private Wealth
North Carolina
$4.72M -$38.9K -336 -0.8%
Lake Street Private Wealth
512
Lake Street Private Wealth
Illinois
$4.71M +$299K +2,582 +7%
Aaron Wealth Advisors
513
Aaron Wealth Advisors
Illinois
$4.7M +$954K +8,231 +25%
SWRP
514
Summit Wealth & Retirement Planning
California
$4.68M +$178K +1,537 +4%
WA
515
Winfield Associates
Ohio
$4.67M -$180K -1,555 -4%
Old National Bancorp
516
Old National Bancorp
Indiana
$4.64M -$609K -5,251 -11%
Oppenheimer & Co
517
Oppenheimer & Co
New York
$4.64M -$792K -6,832 -14%
Soltis Investment Advisors
518
Soltis Investment Advisors
Utah
$4.63M +$366K +3,160 +8%
RWRC
519
R.W. Roge & Company
New York
$4.62M -$87.9K -758 -2%
Bank Julius Baer & Co
520
Bank Julius Baer & Co
Switzerland
$4.59M -$1.01M -8,755 -18%
EP
521
Eudaimonia Partners
Tennessee
$4.58M -$170K -1,469 -4%
Harvest Investment Services
522
Harvest Investment Services
Illinois
$4.58M -$555K -4,789 -11%
Aspiriant LLC
523
Aspiriant LLC
California
$4.56M +$92.2K +795 +2%
Twin Focus Capital Partners
524
Twin Focus Capital Partners
Massachusetts
$4.56M -$82.9K -715 -2%
NewEdge Wealth
525
NewEdge Wealth
Pennsylvania
$4.5M +$444K +3,834 +11%