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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
701
Brass Tax Wealth Management
Ohio
$4.93M +$177K +1,810 +4%
PI
702
PFG Investments
New York
$4.92M -$53.4K -546 -1%
FPCG
703
Forum Private Client Group
Indiana
$4.91M -$129K -1,324 -3%
QFA
704
Quattro Financial Advisors
Texas
$4.87M -$94.7K -969 -2%
IF
705
Ironwood Financial
Arizona
$4.87M -$177K -1,809 -4%
1SB
706
1ST Source Bank
Indiana
$4.86M -$71.1K -727 -1%
DI
707
Diligent Investors
California
$4.85M -$306K -3,132 -6%
CAS
708
Coppell Advisory Solutions
Texas
$4.79M -$1.09M -11,180 -57%
SG
709
StoneX Group
New York
$4.78M +$1.79M +18,313 +61%
GT
710
Glenview Trust
Kentucky
$4.76M +$605K +6,189 +15%
LG
711
Leuthold Group
Minnesota
$4.73M
CSP
712
Cary Street Partners
Virginia
$4.7M -$402K -4,112 -8%
EWP
713
Elevation Wealth Partners
California
$4.64M -$246K -2,518 -5%
LHC
714
Little House Capital
Massachusetts
$4.62M -$1.91M -19,581 -30%
PCWA
715
Pacific Capital Wealth Advisors
California
$4.62M -$561K -5,743 -11%
FFL
716
Financial Freedom LLC
Ohio
$4.59M -$1.13M -11,542 -20%
KA
717
Kovack Advisors
Florida
$4.59M +$1.41M +14,407 +45%
WPW
718
Waldron Private Wealth
Pennsylvania
$4.57M +$1.07M +10,985 +31%
BAM
719
Belpointe Asset Management
Nevada
$4.57M +$3.53M +36,071 +354%
XF
720
XML Financial
Maryland
$4.56M +$315K +3,221 +8%
KCAM
721
Kagan Cocozza Asset Management
New Jersey
$4.55M -$55K -563 -1%
CCA
722
Coign Capital Advisors
Utah
$4.48M +$538K +5,499 +14%
JGIA
723
Jackson Grant Investment Advisers
Connecticut
$4.47M +$1.29M +13,232 +41%
KLCM
724
KG&L Capital Management
Louisiana
$4.45M +$13.7K +140 +0.3%
CWA
725
Canvas Wealth Advisors
Kansas
$4.44M -$75.6K -773 -2%