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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
801
Dynamic Advisor Solutions
Arizona
$4.2M +$409K +4,084 +11%
PWS
802
Pursuit Wealth Strategies
North Carolina
$4.19M +$259K +2,590 +7%
UWPG
803
Ullmann Wealth Partners Group
Florida
$4.19M -$386K -3,862 -8%
SW
804
SteelPeak Wealth
California
$4.15M -$900K -8,997 -18%
MT
805
Midwest Trust
Kansas
$4.14M +$958K +9,580 +30%
GBWM
806
Granite Bay Wealth Management
New Hampshire
$4.11M +$392K +3,921 +10%
EWM
807
Evercore Wealth Management
New York
$4.1M +$40.7K +407 +1%
MWM
808
MorganRosel Wealth Management
Colorado
$4.09M -$961K -9,605 -19%
EWP
809
Equity Wealth Partners
Missouri
$4.08M -$262K -2,614 -6%
FWC
810
First Washington Corp
Washington
$4.06M -$25.7M -256,847 -86%
PPF
811
Pacific Park Financial
California
$4.05M +$526K +5,258 +15%
LWMT
812
Legacy Wealth Management (Tennessee)
Tennessee
$4.05M +$182K +1,815 +5%
MLFP
813
MPS Loria Financial Planners
Illinois
$4M +$262K +2,620 +7%
EF
814
Envision Financial
Wisconsin
$4M +$671K +6,706 +20%
ACM
815
AUA Capital Management
Pennsylvania
$3.99M +$1.56M +15,569 +63%
AQR Capital Management
816
AQR Capital Management
Connecticut
$3.98M +$1.72M +17,169 +75%
SYBT
817
Stock Yards Bank & Trust
Kentucky
$3.97M +$949K +9,487 +31%
FIC
818
Family Investment Center
Missouri
$3.96M +$71.5K +715 +2%
TWC
819
TD Waterhouse Canada
Ontario, Canada
$3.96M -$40.7K -407 -1%
FWM
820
Forteris Wealth Management
New York
$3.95M +$209K +2,091 +6%
VA
821
Vestwell Advisors
New York
$3.93M
PWPS
822
Pinnacle Wealth Planning Services
Ohio
$3.93M -$145K -1,445 -4%
HOWA
823
Hudson Oak Wealth Advisory
New Jersey
$3.9M +$145K +1,445 +4%
DTC
824
Davidson Trust Company
Washington
$3.89M +$209K +2,086 +6%
GWP
825
Gateway Wealth Partners
Wisconsin
$3.89M +$3.07M +30,716 +363%