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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
551
Analyst IMS Investment Management Services
Israel
$768K -$717K -6,677 -48%
TF
552
Tompkins Financial
New York
$767K
CB
553
CNB Bank
Pennsylvania
$762K -$6.98K -65 -0.9%
FIM
554
Freedom Investment Management
Connecticut
$760K -$10.2M -95,062 -93%
FPCP
555
Fort Point Capital Partners
California
$747K +$344K +3,206 +85%
CWM
556
Cranbrook Wealth Management
Michigan
$741K -$66.5K -619 -8%
B
557
Bridgeworth
Alabama
$736K +$741K +6,898 New
BHBT
558
Burke & Herbert Bank & Trust
Virginia
$714K
CAGAS
559
Capital Advisory Group Advisory Services
Minnesota
$712K +$712K +6,636 New
RA
560
RFG Advisory
Alabama
$706K -$3.82M -35,585 -84%
VA
561
Valmark Advisers
Ohio
$705K -$51.9K -483 -7%
SWM
562
Stockman Wealth Management
Montana
$705K +$23.7K +221 +3%
DC
563
Davenport & Co
Virginia
$704K -$333K -3,104 -32%
SWP
564
Strategic Wealth Partners
Ohio
$703K -$557K -5,185 -44%
WP
565
WealthPLAN Partners
Nebraska
$703K +$16.3K +152 +2%
SWA
566
SFMG Wealth Advisors
Texas
$702K -$84.9K -791 -11%
FC
567
FCA Corp
Texas
$691K +$51.5K +480 +8%
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$689K -$107K -994 -13%
FWM
569
Frontier Wealth Management
Missouri
$688K
ST
570
Smithfield Trust
Pennsylvania
$683K -$87K -810 -11%
NCM
571
New Capital Management
Texas
$683K -$79.9K -744 -10%
LFS
572
Lutz Financial Services
Nebraska
$676K -$1.32M -12,272 -66%
HWP
573
Hefty Wealth Partners
Indiana
$670K -$5.85M -54,502 -90%
AIA
574
Avalon Investment & Advisory
Texas
$669K +$34.1K +318 +5%
TNB
575
Thomasville National Bank
Georgia
$664K -$26.2K -244 -4%