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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
601
Summit Financial Strategies
Ohio
$340K +$38.3K +354 +13%
BTIS
602
BB&T Investment Services
North Carolina
$334K +$250K +2,311 +301%
CB
603
Chemical Bank
Michigan
$333K +$12.4K +115 +4%
Lido Advisors
604
Lido Advisors
California
$332K -$335K -3,097 -50%
COI
605
Connable Office Inc
Michigan
$323K +$58K +536 +22%
MAS
606
Managed Account Services
Florida
$321K +$21.5K +199 +7%
CC
607
Cadinha & Co
Hawaii
$320K
BJ
608
Brouwer & Janachowski
California
$315K -$34.6K -320 -10%
CIC
609
Carnegie Investment Counsel
Ohio
$309K +$100K +925 +48%
FPCP
610
Fort Point Capital Partners
California
$306K -$100K -924 -25%
MWM
611
Meridian Wealth Management
Kentucky
$306K +$18.3K +169 +6%
CG
612
Caprock Group
Idaho
$300K -$18.9K -175 -6%
CONA
613
Capital One National Association
New York
$299K
VIA
614
Vantage Investment Advisors
Pennsylvania
$298K -$53.4K -494 -15%
AIM
615
Arcadia Investment Management
Michigan
$295K -$86K -795 -23%
CBU
616
CIBC Bank USA
Illinois
$290K +$5.95K +55 +2%
GLRA
617
Gerald L. Ray & Associates
Texas
$289K -$56K -518 -16%
RFA
618
Reilly Financial Advisors
California
$288K +$12.7K +117 +5%
FNT
619
First National Trust
Pennsylvania
$287K +$81.1K +750 +40%
AC
620
Abbrea Capital
California
$285K
WI
621
Wedgewood Investors
Pennsylvania
$285K
RW
622
REDW Wealth
New Mexico
$285K +$37K +342 +15%
OC
623
Oakworth Capital
Alabama
$280K -$301K -2,778 -52%
MCM
624
Millie Capital Management
California
$280K
LIM
625
Leavell Investment Management
Alabama
$279K +$35.5K +328 +15%