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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
626
Gladstone Institutional Advisory
Florida
$5.91M +$628K +6,290 +12%
AFO
627
Arrowroot Family Office
California
$5.86M +$1.38M +13,882 +32%
VFA
628
Valeo Financial Advisors
Indiana
$5.83M -$77.8K -780 -1%
CT
629
Coastline Trust
Rhode Island
$5.76M +$1.68M +16,827 +42%
AWM
630
Apollon Wealth Management
South Carolina
$5.72M -$95.5K -957 -2%
ECA
631
Elevation Capital Advisory
Oregon
$5.7M +$5.61M +56,259 New
BP
632
Ballentine Partners
Massachusetts
$5.69M -$1.7K -17 -0%
SMI
633
Shelter Mutual Insurance
Missouri
$5.67M
FNBOO
634
First National Bank of Omaha
Nebraska
$5.65M -$233K -2,335 -4%
PFG
635
Pinnacle Financial Group
Illinois
$5.61M +$1.59M +15,891 +40%
BCM
636
Beaumont Capital Management
Massachusetts
$5.55M +$1.31M +13,112 +31%
TFF
637
The Family Firm
Maryland
$5.49M -$156K -1,559 -3%
LHC
638
Little House Capital
Massachusetts
$5.44M +$5.36M +53,680 New
LRWA
639
Long Run Wealth Advisors
New York
$5.43M +$3.32M +33,244 +163%
DG
640
DMC Group
Alabama
$5.43M -$131K -1,315 -2%
AA
641
Ancora Advisors
Ohio
$5.4M +$195K +1,952 +4%
KWA
642
Kingswood Wealth Advisors
California
$5.4M +$2.16M +21,601 +68%
SYBT
643
Stock Yards Bank & Trust
Kentucky
$5.4M -$47.3K -474 -0.9%
IF
644
Ironwood Financial
Arizona
$5.39M -$11.9K -119 -0.2%
FPCG
645
Forum Private Client Group
Indiana
$5.35M -$244K -2,445 -4%
Manulife (Manufacturers Life Insurance)
646
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.34M
ASBI
647
American State Bank (Iowa)
Iowa
$5.33M +$290K +2,909 +6%
CSPIA
648
Cary Street Partners Investment Advisory
Virginia
$5.32M -$92.8K -930 -2%
CAWM
649
Capital Advisors Wealth Management
Washington
$5.32M +$18K +180 +0.3%
LG
650
Leuthold Group
Minnesota
$5.28M +$1.34M +13,402 +35%