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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
51
Dynasty Wealth Management
Florida
$209M +$208M +2,129,842 New
QWP
52
Quotient Wealth Partners
Texas
$202M +$29.7M +303,119 +17%
CAN
53
Cetera Advisor Networks
California
$202M +$13M +133,297 +7%
Allspring Global Investments
54
Allspring Global Investments
North Carolina
$200M +$56.1M +573,621 +39%
HighTower Advisors
55
HighTower Advisors
Illinois
$199M +$12.1M +124,123 +6%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$191M +$41.4M +423,500 +28%
EEP
57
Edgehill Endowment Partners
Connecticut
$190M +$20.2M +205,886 +12%
Cerity Partners
58
Cerity Partners
New York
$185M +$62.8M +641,850 +51%
DCM
59
Disciplina Capital Management
Tennessee
$171M +$34.9M +356,623 +26%
STA
60
Summit Trail Advisors
New York
$170M +$79.4M +811,433 +88%
VIA
61
Vantagepoint Investment Advisers
District of Columbia
$166M
PCIA
62
Prime Capital Investment Advisors
Kansas
$163M +$23.1M +235,901 +17%
AWM
63
Axxcess Wealth Management
California
$158M +$9.1M +93,013 +6%
EWA
64
EP Wealth Advisors
California
$152M -$24M -244,844 -14%
SWM
65
Spire Wealth Management
Virginia
$152M +$536K +5,473 +2%
SP
66
Stairway Partners
Illinois
$149M +$32.5M +331,923 +28%
CAAS
67
Capital Asset Advisory Services
Michigan
$149M +$8.71M +88,960 +6%
GH
68
Geisinger Health
Pennsylvania
$148M -$23.8M -243,619 -14%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$148M +$67.1M +685,613 +83%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$141M +$20.9M +213,272 +17%
G
71
GenTrust
Florida
$141M +$1.61M +16,441 +1%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$138M
MSA
73
Mason Street Advisors
Wisconsin
$138M +$21.7M +221,800 +19%
COCM
74
Charter Oak Capital Management
New Hampshire
$137M +$25.1M +256,788 +23%
CWM
75
Cahaba Wealth Management
Georgia
$134M +$4.54M +46,420 +4%