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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$350M -$17.6M -177,449 -5%
SDIC
52
South Dakota Investment Council
South Dakota
$342M +$17.9M +181,100 +6%
JT
53
Jupiter Topco
New York
$326M +$326M +3,291,989 New
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$321M +$5.54M +55,986 +2%
MSA
55
Mason Street Advisors
Wisconsin
$302M +$155K +1,567 +0.1%
AllianceBernstein
56
AllianceBernstein
Tennessee
$294M +$9.85M +99,511 +3%
FMI
57
Factory Mutual Insurance
Massachusetts
$291M +$111M +1,118,000 +61%
DWM
58
Dynasty Wealth Management
Florida
$287M +$15.8M +159,962 +6%
SP
59
Stairway Partners
Illinois
$278M +$37M +373,958 +15%
ETC
60
Exchange Traded Concepts
Oklahoma
$277M +$37.1M +375,320 +15%
BL
61
Balentine LLC
Georgia
$271M -$22.4M -226,367 -8%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$269M +$138M +1,392,389 +105%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$258M +$6.95M +70,254 +3%
SPIA
64
Steward Partners Investment Advisory
New York
$250M -$121M -1,226,820 -33%
BTI
65
Blue Trust Inc
Georgia
$239M -$3.14M -31,774 -1%
HFS
66
Hantz Financial Services
Michigan
$236M +$39.7M +400,777 +20%
DCM
67
Disciplina Capital Management
Tennessee
$236M +$14.6M +147,791 +7%
Osaic Holdings
68
Osaic Holdings
Arizona
$235M +$20.1M +203,482 +9%
Envestnet Portfolio Solutions
69
Envestnet Portfolio Solutions
Illinois
$216M -$86.4M -873,073 -29%
TWIM
70
TIAA Wealth Investment Management
New York
$193M +$10.1M +101,898 +6%
QWP
71
Quotient Wealth Partners
Texas
$192M +$6.33M +63,998 +3%
AWM
72
Axxcess Wealth Management
California
$183M +$6.06M +61,241 +3%
NPT
73
National Philanthropic Trust
Pennsylvania
$180M +$1.38M +13,961 +0.8%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$178M +$1.8M +18,201 +1%
DWM
75
Destination Wealth Management
California
$176M +$8.97M +90,616 +5%