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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
51
Lockheed Martin Investment Management
Maryland
$109M +$12.6M +115,000 +13%
TC
52
Toews Corporation
New Jersey
$104M -$290K -2,650 -0.3%
SBL
53
Sargent Bickham Lagudis
Colorado
$103M +$17.1M +156,838 +20%
SWM
54
SigFig Wealth Management
California
$99.7M +$11.8M +107,870 +14%
UCFA
55
United Capital Financial Advisors
Texas
$94.9M +$50.5M +461,713 +118%
EA
56
Efficient Advisors
Ohio
$94.2M -$314K -2,869 -0.3%
MFM
57
MD Financial Management
Ontario, Canada
$93.9M -$19.3M -176,771 -17%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$93.4M
Stifel Financial
59
Stifel Financial
Missouri
$88.1M -$32.5M -297,317 -27%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$87.9M +$4.74M +43,374 +6%
MIM
61
MetLife Investment Management
New Jersey
$87.7M -$198M -1,807,572 -70%
CWM
62
Cahaba Wealth Management
Georgia
$86.8M +$5.75M +52,574 +7%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$86.7M +$61.6M +563,059 +261%
CS
64
Credit Suisse
Switzerland
$85.5M -$29.8M -272,425 -26%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$85.1M +$5.99M +54,761 +8%
Mariner
66
Mariner
Kansas
$85.1M +$15.1M +138,045 +22%
AssetMark Inc
67
AssetMark Inc
California
$84.9M +$30.1M +275,724 +57%
Janus Henderson Group
68
Janus Henderson Group
$82.4M +$2.96M +27,026 +4%
SFA
69
Sequoia Financial Advisors
Ohio
$77.5M +$15.1M +138,207 +25%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$76.9M
CHP
71
Cable Hill Partners
Oregon
$76.1M +$2.22M +20,290 +3%
HHGA
72
Halbert Hargrove Global Advisors
California
$75M +$73.7M +673,945 New
CWM
73
Campbell Wealth Management
Virginia
$74.5M +$4.84M +44,258 +7%
MBT
74
Monroe Bank & Trust
Michigan
$71.6M +$8.38M +76,635 +14%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$70.3M +$15.9M +145,095 +30%