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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
926
Affinity Wealth Management
Delaware
$818K +$14.7K +128 +2%
RWM
927
RKL Wealth Management
Pennsylvania
$817K +$51.2K +447 +7%
FWP
928
Firethorn Wealth Partners
Georgia
$810K +$199K +1,740 +33%
CAS
929
Cascadia Advisory Services
Oregon
$806K +$307K +2,678 +62%
FA
930
Fortis Advisors
Pennsylvania
$800K -$2.87M -25,037 -78%
Vanguard Personalized Indexing Management
931
Vanguard Personalized Indexing Management
California
$798K +$102K +887 +15%
GWAM
932
Guardian Wealth Advisors (Minnesota)
Minnesota
$777K -$51.2K -447 -6%
KIG
933
Kowal Investment Group
Wisconsin
$777K +$315K +2,750 +69%
Bessemer Group
934
Bessemer Group
New Jersey
$772K +$661K +5,769 +624%
MWM
935
Madison Wealth Management
Ohio
$771K -$491K -4,283 -39%
BEI
936
Benjamin Edwards Inc
Missouri
$771K +$766K +6,685 New
SP
937
Successful Portfolios
Florida
$770K -$14.1K -123 -2%
QC
938
QCM Cayman
Texas
$768K +$317K +2,768 +71%
AWM
939
Accel Wealth Management
Iowa
$767K -$1.92M -16,752 -72%
CWM
940
Cornerstone Wealth Management
Missouri
$766K +$41.8K +365 +6%
WC
941
Whitney & Co
New York
$765K -$130K -1,134 -15%
MCM
942
Maryland Capital Management
Maryland
$765K +$69.1K +603 +10%
GT
943
Greenleaf Trust
Michigan
$760K +$11.2K +98 +2%
DFG
944
Demars Financial Group
Washington
$759K +$167K +1,461 +29%
CFA
945
Carroll Financial Associates
North Carolina
$759K +$330K +2,879 +78%
AA
946
ACT Advisors
North Carolina
$756K
PIA
947
Pinion Investment Advisors
Kansas
$748K +$12.5K +109 +2%
AWM
948
Avondale Wealth Management
Texas
$747K
SCA
949
Stillwater Capital Advisors
Pennsylvania
$744K -$5.16K -45 -0.7%
BCA
950
Bay Colony Advisors
Massachusetts
$741K -$192K -1,678 -21%