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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1051
Parisi Gray Wealth Management
New Jersey
– -$127K -1,164 Closed
FNC
1052
First National Corp
Massachusetts
– -$113K -1,038 Closed
OWA
1053
One Wealth Advisors
California
– -$113K -1,035 Closed
CIM
1054
Contravisory Investment Management
Massachusetts
– -$63K -581 Closed
WCM
1055
WealthBridge Capital Management
Ohio
– -$62K -568 Closed
APC
1056
Aspire Private Capital
North Carolina
– -$54K -493 Closed
WA
1057
WP Advisors
California
– -$51.3K -470 Closed
GCA
1058
Genesee Capital Advisors
New York
– -$27K -252 Closed
NWA
1059
New World Advisors
Massachusetts
– -$22K -206 Closed
LWS
1060
Lucia Wealth Services
California
– -$21K -195 Closed
OFW
1061
Omnia Family Wealth
Florida
– -$18K -162 Closed
CIM
1062
Cambria Investment Management
California
– -$16K -108 Closed
DWA
1063
Dougherty Wealth Advisers
Minnesota
– -$11K -100 Closed
PFBT
1064
Parkside Financial Bank & Trust
Missouri
– -$9K -82 Closed
RFM
1065
Royal Fund Management
Florida
– -$8K -78 Closed
PC
1066
Permanens Capital
New York
– -$5K -50 Closed
EWM
1067
Elmwood Wealth Management
California
– -$2K -21 Closed
RCM
1068
Requisite Capital Management
Texas
– -$2K -17 Closed