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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Accel Wealth Management
Iowa
$3.43M +$742K +7,591 +28%
DAS
802
Dynamic Advisor Solutions
Arizona
$3.42M +$340K +3,477 +11%
CVM
803
Cheviot Value Management
California
$3.38M +$3.38M +34,618 New
IWB
804
Innovative Wealth Building
Maryland
$3.37M -$85.7K -877 -3%
AO
805
Advisor OS
Illinois
$3.33M +$381K +3,900 +13%
SIC
806
Salem Investment Counselors
North Carolina
$3.33M +$263K +2,690 +9%
TIM
807
Thompson Investment Management
Wisconsin
$3.31M +$980K +10,024 +43%
SIAM
808
Sterling Investment Advisors (Missouri)
Missouri
$3.3M +$9.09K +93 +0.3%
MWM
809
Mission Wealth Management
California
$3.3M +$1.57M +16,075 +93%
LL
810
LPWM LLC
Minnesota
$3.29M -$6.85M -70,035 -68%
BFPW
811
BOK Financial Private Wealth
Colorado
$3.28M -$805K -8,237 -20%
GFP
812
Gryphon Financial Partners
Ohio
$3.22M +$301K +3,076 +10%
AWA
813
Aletheian Wealth Advisors
Washington
$3.22M -$27.4K -280 -0.9%
ANTB
814
AMG National Trust Bank
Colorado
$3.22M +$3.23K +33 +0.1%
FPW
815
Flagship Private Wealth
Massachusetts
$3.21M +$396K +4,046 +14%
LSPW
816
Lake Street Private Wealth
Illinois
$3.2M -$1.89M -19,327 -37%
MWA
817
Merkkuri Wealth Advisors
New York
$3.18M -$313K -3,197 -9%
CIS
818
Continental Investors Services
Washington
$3.17M +$113K +1,159 +4%
WCP
819
Wealthcare Capital Partners
Pennsylvania
$3.16M +$178K +1,822 +6%
AAS
820
Asset Allocation Strategies
Michigan
$3.16M +$631K +6,454 +25%
First Trust Advisors
821
First Trust Advisors
Illinois
$3.16M -$1.66M -16,948 -35%
CAGAS
822
Capital Advisory Group Advisory Services
Minnesota
$3.15M +$38.5K +394 +1%
BAWM
823
Bennett Associates Wealth Management
Pennsylvania
$3.14M +$178K +1,816 +6%
WMA
824
Wealth Management Associates
New Jersey
$3.14M +$309K +3,157 +11%
Nomura Asset Management
825
Nomura Asset Management
Japan
$3.14M -$483K -4,945 -13%