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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1026
Liberty Wealth Management
California
$13K -$5.4K -48 -30%
TWA
1027
TCI Wealth Advisors
Arizona
$13K – – –
NIC
1028
Northwest Investment Counselors
Oregon
$12K +$12K +107 New
ARMC
1029
American Research & Management Company
Massachusetts
$11K – – –
CB
1030
Community Bank
New York
$11K – – –
DWA
1031
Dougherty Wealth Advisers
Minnesota
$11K +$11.2K +100 New
HR
1032
Howe & Rusling
New York
$10K -$4.61K -41 -31%
MM
1033
Main Management
California
$10K +$9.89K +88 New
FWM
1034
Focused Wealth Management
New York
$7K -$192K -1,707 -96%
RBC
1035
Roble Belko & Company
Pennsylvania
$7K – – –
JFA
1036
JNBA Financial Advisors
Minnesota
$6K +$6.07K +54 New
BHWM
1037
Bay Harbor Wealth Management
Maryland
$4K – – –
BFC
1038
Bedel Financial Consulting
Indiana
$4K – – –
SWP
1039
Strategic Wealth Partners
Ohio
$3.29K +$1.51M +13,463 +523%
IF
1040
Ironwood Financial
Arizona
$2K – – –
NR
1041
Newfound Research
Massachusetts
$2K – – –
HGWM
1042
Harvest Group Wealth Management
Massachusetts
$1K -$90.8K -808 -99%
AIA
1043
Armor Investment Advisors
North Carolina
$1K – – –
DRS
1044
Deane Retirement Strategies
Louisiana
$1K – – –
LDFR
1045
Lehman & Derafelo Financial Resources
Pennsylvania
$1K +$1.46K +13 New
IL
1046
Investure LLC
Virginia
– -$64.1M -575,651 Closed
Citadel Advisors
1047
Citadel Advisors
Florida
– -$30M -269,209 Closed
RCAG
1048
Rehmann Capital Advisory Group
Michigan
– -$18.1M -162,224 Closed
CI
1049
Cavalier Investments
Georgia
– -$9.56M -85,834 Closed
Impax Asset Management Group
1050
Impax Asset Management Group
United Kingdom
– -$7.24M -65,000 Closed