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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
776
Wealth Architects
California
$223K -$51.7K -473 -19%
CONA
777
Capital One National Association
New York
$223K
BW
778
Bison Wealth
Georgia
$219K
IIA
779
IPG Investment Advisors
California
$219K -$164K -1,496 -43%
HFA
780
Huber Financial Advisors
Illinois
$218K +$218K +1,990 New
BFPW
781
BOK Financial Private Wealth
Colorado
$217K -$49.1K -449 -18%
RW
782
REDW Wealth
New Mexico
$217K -$5.68K -52 -3%
VHAM
783
Van Hulzen Asset Management
California
$215K +$215K +1,968 New
ACG
784
Allen Capital Group
Nebraska
$211K +$211K +1,932 New
TTWM
785
TCV Trust & Wealth Management
Virginia
$210K -$49.7K -455 -19%
MIM
786
Macroview Investment Management
Maryland
$208K -$208K -1,907 -50%
MCM
787
Mengis Capital Management
Oregon
$208K -$20K -183 -9%
HIC
788
Holderness Investments Company
North Carolina
$208K -$19.1K -175 -8%
Bessemer Group
789
Bessemer Group
New Jersey
$208K +$33.2K +304 +19%
AC
790
Alexandria Capital
Virginia
$208K +$134K +1,224 +180%
SIC
791
Shoker Investment Counsel
Ohio
$204K -$203K -1,853 -50%
WWM
792
Windsor Wealth Management
Indiana
$204K +$204K +1,862 New
TI
793
Truepoint Inc
Ohio
$203K -$634K -5,803 -76%
BO
794
Bank OZK
Arkansas
$203K
WAM
795
Wealthspire Advisors (Maryland)
Maryland
$194K -$1.75K -16 -0.9%
VFA
796
Virtus Fund Advisers
Connecticut
$191K
BWA
797
Burt Wealth Advisors
Maryland
$190K
OC
798
Oakworth Capital
Alabama
$188K -$46.2K -423 -20%
TFO
799
Tarbox Family Office
California
$187K
CS
800
Credential Securities
$175K +$24.1K +220 +16%