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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Aldebaran Financial
$359K – – –
BPB
852
Badgley, Phelps & Bell
Washington
$358K -$95.6K -850 -21%
MI
853
Moneywise Inc
Virginia
$358K -$8.54K -76 -2%
LWA
854
Lenox Wealth Advisors
New York
$345K -$3.48K -31 -1%
ClearBridge Investments
855
ClearBridge Investments
New York
$344K -$787 -7 -0.2%
WA
856
Wealth Architects
California
$342K +$340K +3,022 New
SB
857
Simmons Bank
Arkansas
$341K -$14.5K -129 -4%
ODG
858
O'Dell Group
Ohio
$337K +$5.4K +48 +2%
QCIG
859
Quad-Cities Investment Group
Iowa
$336K +$78.4K +697 +31%
BWL
860
Bogart Wealth LLC
Virginia
$330K – – –
SWRP
861
Summit Wealth & Retirement Planning
California
$329K +$17.6K +157 +6%
CFD
862
Creative Financial Designs
Indiana
$325K -$1.69K -15 -0.5%
PPP
863
Private Portfolio Partners
New Jersey
$324K -$1.58M -14,087 -83%
LFG
864
LifePlan Financial Group
Ohio
$323K -$47.7K -424 -13%
UBG
865
United Bank (Georgia)
Georgia
$320K – – –
WAM
866
Weatherly Asset Management
California
$319K – – –
AIP
867
Almanack Investment Partners
Pennsylvania
$316K +$314K +2,790 New
Neuberger Berman Group
868
Neuberger Berman Group
New York
$315K -$16.5K -147 -5%
DWT
869
Dorsey & Whitney Trust
South Dakota
$314K -$3.37K -30 -1%
WPC
870
Waters Parkerson & Co
Louisiana
$313K -$17.6K -157 -5%
PEA
871
Pacific Edge Advisors
California
$313K +$311K +2,769 New
EWF
872
Epstein & White Financial
California
$310K -$286K -2,544 -48%
FCBT
873
First Citizens Bank & Trust
North Carolina
$307K -$15.1K -134 -5%
SAMC
874
Spectrum Asset Management (Connecticut)
Connecticut
$306K -$183K -1,628 -38%
V
875
Veritable
Delaware
$306K +$304K +2,706 New