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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
SVA Wealth Management
Wisconsin
$2.63M -$354K -3,106 -12%
SFPM
552
Sensible Financial Planning & Management
Massachusetts
$2.62M -$1.1M -9,688 -30%
SIGI
553
Susquehanna International Group (Ireland)
Ireland
$2.57M +$2.54M +22,309 New
SW
554
StrongBox Wealth
Missouri
$2.56M +$2.53M +22,176 New
BWM
555
BerganKDV Wealth Management
Minnesota
$2.55M -$885K -7,768 -26%
DCM
556
Donaldson Capital Management
Indiana
$2.55M -$78.4K -688 -3%
9WM
557
9258 Wealth Management
Ohio
$2.54M +$1.21M +10,584 +95%
FAAM
558
First Ascent Asset Management
Colorado
$2.53M -$53.5K -469 -2%
FHA
559
Flagship Harbor Advisors
Massachusetts
$2.52M +$28.9K +254 +1%
PP
560
PagnatoKarp Partners
Virginia
$2.52M +$134K +1,172 +6%
PIMG
561
Patriot Investment Management Group
Tennessee
$2.51M
IWM
562
IHT Wealth Management
Illinois
$2.51M +$443K +3,884 +22%
OPS
563
Orion Portfolio Solutions
Nebraska
$2.5M -$25.3M -221,630 -91%
CS
564
Comerica Securities
Michigan
$2.5M -$1.93M -16,957 -44%
Wolverine Trading
565
Wolverine Trading
Illinois
$2.49M +$2.45M +21,539 New
TWM
566
Tolleson Wealth Management
Texas
$2.48M +$302K +2,650 +14%
TCM
567
Traynor Capital Management
Pennsylvania
$2.48M -$2.62K -23 -0.1%
TL
568
TrueWealth LLC
Georgia
$2.46M +$1.46M +12,854 +151%
MCM
569
Makena Capital Management
California
$2.46M -$879K -7,716 -27%
LWAC
570
Laurel Wealth Advisors (California)
California
$2.46M -$90.4K -793 -4%
APW
571
Aurora Private Wealth
New Jersey
$2.45M +$752K +6,595 +45%
BFA
572
Beaumont Financial Advisors
Massachusetts
$2.45M -$1.01M -8,883 -30%
CAM
573
Cresset Asset Management
Illinois
$2.44M -$298K -2,611 -11%
CCM
574
Canal Capital Management
Virginia
$2.43M -$875K -7,677 -27%
SI
575
Stephens Inc
Arkansas
$2.43M +$2.51K +22 +0.1%