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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
$362M +$27M +268,605 +8%
P
52
&Partners
Tennessee
$346M +$31.6M +314,559 +10%
Janus Henderson Group
53
Janus Henderson Group
$335M +$21.9M +218,063 +7%
MSA
54
Mason Street Advisors
Wisconsin
$310M +$6.81M +67,900 +2%
BL
55
Balentine LLC
Georgia
$297M -$137M -1,367,432 -31%
DWM
56
Dynasty Wealth Management
Florida
$290M +$18.3M +182,311 +7%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$282M +$19.5M +194,123 +7%
SDIC
58
South Dakota Investment Council
South Dakota
$282M +$3.66M +36,500 +1%
Prudential Financial
59
Prudential Financial
New Jersey
$281M -$20M -199,194 -7%
SAM
60
Simplify Asset Management
Nevada
$280M -$254K -2,532 -0.1%
EWA
61
EP Wealth Advisors
California
$278M +$279M +2,780,493 New
Russell Investments Group
62
Russell Investments Group
United Kingdom
$271M +$272M +2,712,001 +90,400,033%
Comerica Bank
63
Comerica Bank
Texas
$257M +$88.9M +885,705 +53%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$242M +$14.8M +147,735 +7%
SP
65
Stairway Partners
Illinois
$241M +$36.9M +367,303 +18%
BTI
66
Blue Trust Inc
Georgia
$240M +$6.73M +67,027 +3%
ETC
67
Exchange Traded Concepts
Oklahoma
$232M +$32.8M +326,982 +16%
QWP
68
Quotient Wealth Partners
Texas
$232M +$14.3M +142,276 +7%
HighTower Advisors
69
HighTower Advisors
Illinois
$226M +$9.52M +94,828 +4%
DCM
70
Disciplina Capital Management
Tennessee
$220M +$33.6M +334,382 +18%
LMIM
71
Lockheed Martin Investment Management
Maryland
$216M +$3.01M +30,000 +1%
Osaic Holdings
72
Osaic Holdings
Arizona
$199M +$9.84M +98,081 +5%
AWM
73
Axxcess Wealth Management
California
$191M +$5.74M +57,232 +3%
COCM
74
Charter Oak Capital Management
New Hampshire
$185M +$4.18M +41,692 +2%
CAAS
75
Capital Asset Advisory Services
Michigan
$177M +$14.2M +141,584 +9%