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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
601
Greenup Street Wealth Management
Michigan
$3.56M -$2.52M -22,938 -41%
WWP
602
Waypoint Wealth Partners
California
$3.55M +$3.64M +33,118 New
CW
603
CreativeOne Wealth
Kansas
$3.55M +$722K +6,563 +25%
FA
604
Fagan Associates
New York
$3.54M -$81.9K -744 -2%
PP
605
Prosperity Planning
Missouri
$3.52M
MA
606
MBA Advisors
Pennsylvania
$3.52M +$425K +3,866 +13%
BFM
607
Boston Financial Management
Massachusetts
$3.5M +$3.6M +32,707 New
FCBT
608
First Citizens Bank & Trust
North Carolina
$3.5M -$464K -4,218 -11%
First Trust Advisors
609
First Trust Advisors
Illinois
$3.49M -$333K -3,022 -8%
WA
610
Winfield Associates
Ohio
$3.49M -$505K -4,586 -12%
LFAS
611
Level Four Advisory Services
Texas
$3.49M -$11.9K -108 -0.3%
KBFS
612
Kohmann Bosshard Financial Services
Ohio
$3.49M +$388K +3,523 +12%
TC
613
Titleist Capital
Texas
$3.47M +$507K +4,605 +17%
CANC
614
Culbertson A N & Co
Virginia
$3.45M -$196K -1,785 -5%
LSAG
615
Lake Street Advisors Group
New Hampshire
$3.44M -$2.98M -27,049 -46%
CF
616
Copperwynd Financial
Arizona
$3.41M +$3.51M +31,863 New
WHG
617
Westwood Holdings Group
Texas
$3.39M -$177K -1,607 -5%
SSWM
618
Smith Salley Wealth Management
North Carolina
$3.38M -$491K -4,464 -12%
AWMG
619
Alliance Wealth Management Group
New Jersey
$3.34M +$397K +3,611 +13%
RCAG
620
Rehmann Capital Advisory Group
Michigan
$3.33M -$3.25M -29,534 -49%
BRWA
621
B. Riley Wealth Advisors
Florida
$3.32M +$318K +2,891 +10%
NI
622
NYL Investors
New York
$3.32M +$66K +600 +2%
CAL
623
Capital Advisors Ltd
Ohio
$3.32M -$90.2K -820 -3%
OCM
624
Objective Capital Management
Ohio
$3.31M -$1.88M -17,112 -36%
BAM
625
Belpointe Asset Management
Nevada
$3.31M -$2.3M -20,945 -40%