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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
776
Davenport & Co
Virginia
$2.76M +$303K +3,096 +12%
CIS
777
Continental Investors Services
Washington
$2.74M +$293K +2,989 +12%
OCM
778
One Capital Management
California
$2.73M -$58K -593 -2%
CV
779
Counterweight Ventures
North Carolina
$2.7M +$1.21M +12,399 +82%
Pathstone Holdings
780
Pathstone Holdings
New Jersey
$2.69M +$1.27M +12,950 +89%
NWA
781
New World Advisors
Massachusetts
$2.66M -$429K -4,383 -14%
MM
782
Main Management
California
$2.65M +$280K +2,863 +12%
Bessemer Group
783
Bessemer Group
New Jersey
$2.64M -$216K -2,210 -8%
RPGK
784
Retirement Planning Group (Kansas)
Kansas
$2.63M +$91.2K +932 +4%
SIA
785
Soltis Investment Advisors
Utah
$2.63M -$227K -2,315 -8%
CSPIA
786
Cary Street Partners Investment Advisory
Virginia
$2.62M +$405K +4,134 +18%
PP
787
Prosperity Planning
Missouri
$2.61M
CGL
788
Clarius Group LLC
Washington
$2.6M -$579K -5,918 -18%
SAF
789
Smith Anglin Financial
Texas
$2.6M +$233K +2,381 +10%
WMA
790
Wealth Management Associates
New Jersey
$2.59M +$78.4K +801 +3%
FA
791
Fermata Advisors
California
$2.58M -$13.5M -137,540 -84%
WCM
792
Wealthcare Capital Management
Virginia
$2.58M -$607K -6,206 -19%
ANBT
793
American National Bank & Trust
Texas
$2.57M +$646K +6,597 +34%
GBWM
794
Granite Bay Wealth Management
New Hampshire
$2.56M +$2.56M +26,139 New
PFGIA
795
Patriot Financial Group Insurance Agency
Massachusetts
$2.55M -$60.1K -614 -2%
CA
796
CGN Advisors
Kansas
$2.54M +$10.5K +107 +0.4%
RTC
797
Riverview Trust Company
Washington
$2.53M
MA
798
Mosaic Advisors
Texas
$2.52M -$9.69K -99 -0.4%
KWA
799
Kingswood Wealth Advisors
California
$2.52M +$893K +9,121 +55%
CKAIS
800
Christensen King & Associates Investment Services
Washington
$2.49M -$58.3K -596 -2%