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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
826
Pinion Investment Advisors
Kansas
$919K +$910K +7,777 New
HR
827
Hayden Royal
North Carolina
$918K -$81.7K -698 -8%
CAM
828
Cozad Asset Management
Illinois
$914K +$905K +7,730 New
HT
829
Heritage Trust
Oklahoma
$910K +$414K +3,534 +85%
AUB
830
Atlantic Union Bankshares
Virginia
$906K -$77.8K -665 -8%
AIA
831
Avalon Investment & Advisory
Texas
$905K +$83.8K +716 +10%
PWM
832
Perigon Wealth Management
California
$884K +$608K +5,195 +228%
Kayne Anderson Rudnick Investment Management
833
Kayne Anderson Rudnick Investment Management
California
$882K +$937 +8 +0.1%
AWMG
834
Alliance Wealth Management Group
New Jersey
$873K -$42.5K -363 -5%
PFPT
835
Pinnacle Financial Partners (Tennessee)
Tennessee
$861K +$76.1K +650 +10%
PB
836
Pinnacle Bancorp
Nebraska
$850K +$177K +1,512 +27%
IFWM
837
Institute for Wealth Management
Colorado
$845K +$79.6K +680 +11%
CFG
838
Citizens Financial Group
Rhode Island
$843K -$3.28K -28 -0.4%
IC
839
Inscription Capital
Texas
$839K +$831K +7,101 New
SWM
840
Stockman Wealth Management
Montana
$833K -$91.9K -785 -10%
B
841
Bailard
California
$833K -$8.2K -70 -1%
MWM
842
Madison Wealth Management
Ohio
$831K +$299K +2,555 +57%
LWM
843
Lionsbridge Wealth Management
Florida
$830K +$8.78K +75 +1%
CIR
844
Clear Investment Research
Georgia
$822K +$94.7K +809 +13%
VFA
845
Valeo Financial Advisors
Indiana
$819K -$10.9K -93 -1%
BWAM
846
Boyd Watterson Asset Management
Ohio
$819K -$1.87K -16 -0.2%
AIA
847
Angeles Investment Advisors
California
$816K
RWM
848
RKL Wealth Management
Pennsylvania
$812K -$23.8K -203 -3%
GA
849
Gateway Advisory
New Jersey
$812K +$200K +1,705 +33%
FSWA
850
Financial Synergies Wealth Advisors
Texas
$810K +$110K +943 +16%