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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
701
Northwest Capital Management
Oregon
$514K +$505K +4,710 New
CWM
702
Cranbrook Wealth Management
Michigan
$513K -$24.1K -225 -5%
W
703
WealthOne
New York
$512K -$56.2K -524 -10%
JIP
704
Jaffetilchin Investment Partners
Florida
$512K +$3.54K +33 +0.7%
AIM
705
Axiom Investment Management
New York
$512K +$22.8K +213 +5%
AIS
706
American Investment Services
Massachusetts
$508K +$44.5K +415 +10%
CAM
707
Cidel Asset Management
Ontario, Canada
$508K +$500K +4,663 New
KCM
708
Karp Capital Management
California
$499K -$26.8K -250 -5%
BPB
709
Badgley, Phelps & Bell
Washington
$498K +$2.36K +22 +0.5%
KF
710
Krilogy Financial
Missouri
$490K -$109K -1,019 -19%
CB
711
Chemical Bank
Michigan
$488K
WCM
712
Windham Capital Management
Massachusetts
$488K +$479K +4,471 New
CAM
713
Concorde Asset Management
Michigan
$487K -$134K -1,250 -22%
PCA
714
Peddock Capital Advisors
Massachusetts
$482K +$427K +3,978 +10%
BCA
715
Bay Colony Advisors
Massachusetts
$481K +$38.9K +363 +9%
Brown Advisory
716
Brown Advisory
Maryland
$480K +$472K +4,405 New
CAW
717
Cornerstone Advisors (Washington)
Washington
$479K +$93.9K +876 +25%
GWM
718
Greenwich Wealth Management
Connecticut
$476K -$29.5K -275 -6%
F
719
Filament
Washington
$476K
FWM
720
Frontier Wealth Management
Missouri
$473K -$170K -1,581 -27%
SCM
721
Stellar Capital Management
Arizona
$458K -$48K -448 -10%
EWF
722
Epstein & White Financial
California
$457K -$67.6K -630 -13%
LFG
723
LifePlan Financial Group
Ohio
$454K -$282K -2,626 -39%
VCM
724
Vivaldi Capital Management
Illinois
$454K -$41.5K -387 -9%
TC
725
TownSquare Capital
Utah
$453K +$32.5K +303 +8%