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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCMI
826
Creative Capital Management Investments
California
$1.75M
Neuberger Berman Group
827
Neuberger Berman Group
New York
$1.75M -$329K -3,325 -16%
SSWM
828
Sheets Smith Wealth Management
North Carolina
$1.75M +$140K +1,420 +9%
LNWTC
829
Laird Norton Wetherby Trust Company
Washington
$1.74M +$135K +1,363 +8%
KWMG
830
King Wealth Management Group
Florida
$1.74M -$35K -354 -2%
GSEP
831
Golden State Equity Partners
California
$1.74M +$207K +2,096 +13%
WI
832
Wintrust Investments
Illinois
$1.73M +$1.75M +17,669 New
SG
833
StoneX Group
New York
$1.72M -$855K -8,652 -33%
RW
834
REDW Wealth
New Mexico
$1.71M -$134K -1,359 -7%
WF
835
Wayfinding Financial
Washington
$1.71M -$482K -4,871 -22%
ZF
836
Zhang Financial
Michigan
$1.7M -$149K -1,507 -8%
EWA
837
EverSource Wealth Advisors
Alabama
$1.7M +$574K +5,811 +50%
PMG
838
ProVise Management Group
Florida
$1.69M +$1.71M +17,284 New
MWM
839
Meridian Wealth Management
Kentucky
$1.69M -$546K -5,520 -24%
EW
840
Evoke Wealth
California
$1.69M
MCM
841
McKinley Capital Management
Alaska
$1.68M
SS
842
Sound Stewardship
Kansas
$1.68M -$2.37K -24 -0.1%
DC
843
Davenport & Co
Virginia
$1.67M -$54.9K -555 -3%
AF
844
AtlasMark Financial
Texas
$1.67M
GSWM
845
Greenup Street Wealth Management
Michigan
$1.67M +$33.8K +342 +2%
DWA
846
Delos Wealth Advisors
Texas
$1.67M +$4.15K +42 +0.2%
OCM
847
Objective Capital Management
Ohio
$1.66M -$74.3K -752 -4%
BCP
848
Blue Chip Partners
Michigan
$1.65M +$13.6K +138 +0.8%
RJTCONH
849
Raymond James Trust Company of New Hampshire
New Hampshire
$1.65M +$107K +1,083 +7%
PWW
850
Pettyjohn Wood & White
Virginia
$1.64M +$336K +3,400 +25%