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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
651
U.S. Capital Wealth Advisors
Texas
$2.6M -$16.1K -159 -0.6%
DCM
652
Donaldson Capital Management
Indiana
$2.58M +$304K +3,004 +13%
SEIA
653
Signature Estate & Investment Advisors
California
$2.55M +$1.39M +13,705 +107%
RW
654
Rede Wealth
Virginia
$2.54M +$186K +1,835 +7%
SFP
655
Shepherd Financial Partners
Massachusetts
$2.52M -$6.88M -68,028 -72%
TL
656
Tradewinds LLC
North Carolina
$2.52M -$148K -1,467 -5%
MWM
657
MorganRosel Wealth Management
Colorado
$2.51M +$857K +8,475 +48%
JIR
658
James Investment Research
Ohio
$2.5M +$132K +1,304 +5%
KIM
659
Karpus Investment Management
New York
$2.5M -$1M -9,935 -28%
BSB
660
Bangor Savings Bank
Maine
$2.48M -$104K -1,026 -4%
WDL
661
Well Done LLC
Michigan
$2.48M -$22.6M -223,819 -90%
SW
662
SVB Wealth
Massachusetts
$2.44M +$974K +9,636 +61%
BCM
663
BTC Capital Management
Iowa
$2.44M -$1.04M -10,282 -29%
PWPS
664
Pinnacle Wealth Planning Services
Ohio
$2.43M +$722K +7,141 +39%
CWM
665
C2C Wealth Management
Arizona
$2.41M -$219K -2,168 -8%
JSAM
666
J. Safra Asset Management
New York
$2.4M -$35.4M -350,000 -94%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$2.4M +$1.47M +14,515 +140%
FAM
668
Forte Asset Management
New York
$2.39M +$696K +6,884 +38%
HW
669
Hamilton Wealth
California
$2.38M +$1.23M +12,123 +96%
GFP
670
Gryphon Financial Partners
Ohio
$2.37M +$80.6K +797 +3%
KPWG
671
KFA Private Wealth Group
Virginia
$2.34M -$188K -1,861 -7%
CW
672
CreativeOne Wealth
Kansas
$2.34M +$171K +1,693 +8%
MAS
673
Madden Advisory Services
Florida
$2.32M -$313K -3,092 -11%
WTC
674
WhitTier Trust Company
Nevada
$2.32M -$119K -1,177 -5%
CIS
675
Continental Investors Services
Washington
$2.31M +$55.9K +553 +2%