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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
1051
Boenning & Scattergood
Pennsylvania
$358K +$354K +3,028 New
IFO
1052
Independent Family Office
New York
$356K +$3.28K +28 +0.9%
WOSD
1053
WFA of San Diego
California
$356K +$352K +3,008 New
TCM
1054
Telos Capital Management
California
$355K +$352K +3,004 New
PBF
1055
Petix & Botte Financial
California
$353K +$324K +2,767 +87%
Meridian Wealth Management
1056
Meridian Wealth Management
Kentucky
$351K +$37.5K +320 +12%
AFM
1057
Andesa Financial Management
Pennsylvania
$349K +$28K +239 +9%
BMCM
1058
Bryn Mawr Capital Management
Pennsylvania
$348K – – –
Old National Bancorp
1059
Old National Bancorp
Indiana
$348K – – –
SFG
1060
Sowa Financial Group
Rhode Island
$348K +$203K +1,730 +142%
IFG
1061
Investors Financial Group
Minnesota
$348K +$345K +2,947 New
NAM
1062
NTV Asset Management
West Virginia
$343K – – –
FFG
1063
Fullen Financial Group
Ohio
$341K +$337K +2,882 New
LWA
1064
Lenox Wealth Advisors
New York
$340K -$3.86K -33 -1%
CIAS
1065
CBIZ Investment Advisory Services
Ohio
$338K – – –
EFS
1066
Essex Financial Services
Connecticut
$334K -$751K -6,414 -69%
UBG
1067
United Bank (Georgia)
Georgia
$334K -$8.9K -76 -3%
ClearBridge Investments
1068
ClearBridge Investments
New York
$334K -$6.67K -57 -2%
CDIA
1069
Capital Directions Investment Advisors
Georgia
$331K -$35.1K -300 -10%
JCM
1070
Janney Capital Management
Pennsylvania
$330K -$6.32K -54 -2%
DSA
1071
Droms Strauss Advisors
Missouri
$330K +$326K +2,789 New
CCM
1072
Crabel Capital Management
California
$330K +$327K +2,793 New
SEI Investments
1073
SEI Investments
Pennsylvania
$327K -$46.7K -399 -13%
BAS
1074
Brown Advisory Securities
Maryland
$327K +$29.1K +249 +10%
Independent Advisor Alliance
1075
Independent Advisor Alliance
North Carolina
$324K +$11.7K +100 +4%