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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Smith Salley Wealth Management
601
Smith Salley Wealth Management
North Carolina
$4.11M -$805K -7,039 -16%
TA
602
TrueWealth Advisors
Alabama
$4.1M +$2.41M +21,029 +141%
CWA
603
Clarus Wealth Advisors
Arizona
$4.07M +$378K +3,300 +10%
One Capital Management
604
One Capital Management
California
$4.07M -$366K -3,196 -8%
First Trust Advisors
605
First Trust Advisors
Illinois
$4.07M +$366K +3,200 +10%
BFA
606
Beaumont Financial Advisors
Massachusetts
$4.05M +$124K +1,084 +3%
RIA
607
Regal Investment Advisors
Michigan
$4.03M +$226K +1,978 +6%
SI
608
Saxon Interests
Texas
$3.99M +$4.05M +35,402 New
RFG
609
Range Financial Group
Oregon
$3.98M +$1.03M +9,020 +35%
LSPW
610
Lake Street Private Wealth
Illinois
$3.97M -$703K -6,148 -15%
Savant Capital
611
Savant Capital
Illinois
$3.97M -$18.4K -161 -0.5%
RIA
612
Realta Investment Advisors
Delaware
$3.9M -$160K -1,402 -4%
TC
613
Telemus Capital
Michigan
$3.9M +$1.48M +12,903 +61%
CANC
614
Culbertson A N & Co
Virginia
$3.88M -$85.8K -750 -2%
DL
615
DOHJ LLC
Washington
$3.86M -$22.4K -196 -0.6%
BMD
616
Better Money Decisions
New Mexico
$3.86M +$1.88M +16,420 +94%
FA
617
Fagan Associates
New York
$3.85M -$78.7K -688 -2%
Principal Financial Group
618
Principal Financial Group
Iowa
$3.83M +$3.85M +33,620 New
NFG
619
Next Financial Group
Texas
$3.8M +$408K +3,570 +12%
PP
620
Prosperity Planning
Missouri
$3.79M -$8.92K -78 -0.2%
Westwood Holdings Group
621
Westwood Holdings Group
Texas
$3.79M -$20.6K -180 -0.5%
BIP
622
Blueprint Investment Partners
North Carolina
$3.76M +$3.17M +27,730 +528%
AL
623
ADE LLC
Maryland
$3.74M +$3.38M +29,529 +906%
C
624
Clearshares
New York
$3.73M – – –
Level Four Advisory Services
625
Level Four Advisory Services
Texas
$3.73M +$1.29M +11,290 +53%