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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
501
Peak Financial Management
Massachusetts
$11.8M +$301K +2,996 +3%
PA
502
PFG Advisors
Arizona
$11.7M +$470K +4,684 +4%
TFP
503
Townsend Financial Planning
Kentucky
$11.7M +$11.8M +117,451 New
OFS
504
Oldfather Financial Services
Nebraska
$11.7M +$1.46M +14,596 +14%
FGWP
505
Founders Grove Wealth Partners
Virginia
$11.7M +$2.72M +27,071 +30%
PWM
506
Parkway Wealth Management
Texas
$11.6M +$11.7M +116,568 New
SFP
507
Strategic Financial Partners
Oregon
$11.6M +$149K +1,487 +1%
FTA
508
Financial & Tax Architects
Missouri
$11.5M -$2.31M -23,043 -17%
RC
509
Roundview Capital
New Jersey
$11.4M +$507K +5,048 +5%
CIBC World Market
510
CIBC World Market
Ontario, Canada
$11.4M -$106K -1,055 -0.9%
ANC
511
Ames National Corp
Iowa
$11.4M +$610K +6,079 +6%
COFSG
512
Carbahal Olsen Financial Services Group
California
$11.3M +$272K +2,712 +2%
SSW
513
Smith Shellnut Wilson
Mississippi
$11.3M +$481K +4,797 +4%
GWM
514
Geneos Wealth Management
Colorado
$11.2M +$242K +2,408 +2%
VHAM
515
Van Hulzen Asset Management
California
$11.2M -$58.3K -581 -0.5%
CWP
516
Corepath Wealth Partners
Arizona
$11.2M +$142K +1,416 +1%
CT
517
Colonial Trust
South Carolina
$11.2M +$1.62M +16,186 +17%
ISWM
518
Independent Solutions Wealth Management
New York
$11.1M -$559K -5,574 -5%
BCP
519
Blue Chip Partners
Michigan
$11.1M +$209K +2,078 +2%
SFA
520
Souders Financial Advisors
Ohio
$11.1M -$9.24M -92,117 -45%
CIAS
521
CFS Investment Advisory Services
New Jersey
$11.1M +$831K +8,279 +8%
TFO
522
Timonier Family Office
North Carolina
$11M +$674K +6,719 +6%
KWA
523
Kingswood Wealth Advisors
California
$10.9M +$5.26M +52,382 +92%
NB
524
Northwest Bancshares
Pennsylvania
$10.8M +$10.8M +108,021 New
JSL
525
JT Stratford LLC
Georgia
$10.7M -$19.4M -193,296 -64%