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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
551
Evensky & Katz
Florida
$5.42M -$1.4M -14,514 -21%
VI
552
Vestcor Inc
New Brunswick, Canada
$5.42M +$96.7K +1,000 +2%
CBC
553
Coombe, Bender & Co
New York
$5.41M -$605K -6,254 -10%
GWA
554
GGM Wealth Advisors
Maryland
$5.4M +$592K +6,116 +13%
OAM
555
Oppenheimer Asset Management
New York
$5.38M +$772K +7,984 +17%
BRWA
556
B. Riley Wealth Advisors
Florida
$5.36M +$1.56M +16,131 +41%
PWP
557
Perfromance Wealth Partners
Illinois
$5.34M +$1.06K +11 +0%
FFP
558
Forbes Financial Planning
Rhode Island
$5.33M
LGWM
559
Litman Gregory Wealth Management
California
$5.31M +$864K +8,936 +19%
PT
560
Plimoth Trust
Massachusetts
$5.31M -$356K -3,682 -6%
DL
561
DOHJ LLC
Washington
$5.28M +$1.5M +15,527 +40%
IIC
562
Ironwood Investment Counsel
Arizona
$5.26M +$4.28M +44,256 +441%
GWMIA
563
Global Wealth Management Investment Advisory
Florida
$5.25M -$1.26M -13,039 -19%
C
564
CFO4Life
Texas
$5.22M +$5.21M +53,862 New
CG
565
CFO4Life Group
Texas
$5.22M +$5.21M +53,862 New
Luther King Capital Management (LKCM)
566
Luther King Capital Management (LKCM)
Texas
$5.19M
CGFA
567
Colton Groome Financial Advisors
North Carolina
$5.12M -$138K -1,422 -3%
MC
568
Minot Capital
Colorado
$5.11M
OAM
569
Occidental Asset Management
California
$5.04M +$2.92M +30,215 +139%
AF
570
Arrow Financial
New York
$5.04M -$301K -3,114 -6%
OHWP
571
Oak Harbor Wealth Partners
North Carolina
$4.93M -$141K -1,455 -3%
HSA
572
HBK Sorce Advisory
Pennsylvania
$4.91M +$2.01M +20,735 +69%
BP
573
Ballentine Partners
Massachusetts
$4.88M +$2.85M +29,427 +141%
FHA
574
Flagship Harbor Advisors
Massachusetts
$4.87M -$263K -2,724 -5%
LSPW
575
Lake Street Private Wealth
Illinois
$4.87M +$1.84M +18,982 +61%