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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
801
O'Brien Wealth Partners
Massachusetts
$304K +$299K +2,854 New
SP
802
Symmetry Partners
Connecticut
$303K -$22.8K -217 -7%
LIM
803
Leavell Investment Management
Alabama
$301K -$42K -400 -12%
GVAG
804
Great Valley Advisor Group
Delaware
$301K +$190K +1,810 New
RWM
805
Reston Wealth Management
Virginia
$291K +$286K +2,730 New
NSIM
806
North Star Investment Management
Illinois
$290K -$2.31K -22 -0.8%
AFA
807
American Financial Advisors
Georgia
$289K +$284K +2,710 New
ClearBridge Investments
808
ClearBridge Investments
New York
$285K -$4.09K -39 -1%
Rockefeller Capital Management
809
Rockefeller Capital Management
New York
$283K -$17.7K -169 -6%
SFSG
810
Stearns Financial Services Group
North Carolina
$281K -$184K -1,752 -40%
NWM
811
Northwest Wealth Management
Iowa
$281K -$48.4K -461 -15%
LHC
812
Little House Capital
Massachusetts
$281K +$277K +2,637 New
AEPG
813
American Economic Planning Group
New Jersey
$281K +$277K +2,643 New
WI
814
Wedgewood Investors
Pennsylvania
$280K
GA
815
Gateway Advisory
New Jersey
$276K +$272K +2,594 New
OC
816
Oarsman Capital
Wisconsin
$274K -$43.3K -413 -14%
CC
817
Claybrook Capital
Massachusetts
$274K +$269K +2,569 New
WDL
818
Well Done LLC
Michigan
$274K +$269K +2,569 New
HPWM
819
Highland Private Wealth Management
Washington
$273K -$15.7K -150 -6%
CCM
820
Coe Capital Management
Illinois
$272K -$61.9K -590 -19%
Neuberger Berman Group
821
Neuberger Berman Group
New York
$270K
PGFC
822
Peapack-Gladstone Financial Corp
New Jersey
$270K
LA
823
Leonetti & Associates
Illinois
$268K -$19.9M -189,583 -99%
GJIC
824
Gamble Jones Investment Counsel
California
$266K -$16K -153 -6%
SBIA
825
Sheaff Brock Investment Advisors
Indiana
$266K