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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
1051
Wealth Alliance Advisory Group
Kansas
$1.43M +$288K +2,928 +25%
Bessemer Group
1052
Bessemer Group
New Jersey
$1.43M -$547K -5,550 -27%
HWMO
1053
Heritage Wealth Management (Ohio)
Ohio
$1.42M +$211K +2,145 +17%
CRC
1054
Curi RMB Capital
Illinois
$1.42M +$71.4K +725 +5%
AP
1055
Agilis Partners
Massachusetts
$1.4M
NEPWA
1056
New England Private Wealth Advisors
Massachusetts
$1.4M -$13K -132 -0.9%
LA
1057
Lifeworks Advisors
Michigan
$1.37M -$256K -2,595 -16%
PWA
1058
Physician Wealth Advisors
Utah
$1.37M +$411K +4,176 +42%
BCA
1059
Bay Colony Advisors
Massachusetts
$1.36M -$105K -1,068 -7%
HCM
1060
Howland Capital Management
Massachusetts
$1.34M -$89.4K -908 -6%
RTL
1061
Red Tortoise LLC
Georgia
$1.34M +$14.2K +144 +1%
GS
1062
GTS Securities
Florida
$1.32M +$1.34M +13,646 New
PFA
1063
Pathway Financial Advisors
Vermont
$1.32M +$497K +5,050 +59%
OWM
1064
Orgel Wealth Management
Wisconsin
$1.31M +$915K +9,292 +219%
BC
1065
Bakala Capital
South Carolina
$1.31M +$16.6K +169 +1%
PA
1066
Procyon Advisors
Connecticut
$1.3M -$77.3K -785 -6%
KWMG
1067
King Wealth Management Group
Florida
$1.3M +$47.7K +484 +4%
TF
1068
Trek Financial
Arizona
$1.3M -$183K -1,863 -12%
NP
1069
Nilsine Partners
Colorado
$1.3M +$219K +2,228 +20%
WGCA
1070
Wolf Group Capital Advisors
Virginia
$1.3M
BWP
1071
Balboa Wealth Partners
Arizona
$1.3M +$109K +1,108 +9%
GPA
1072
Garrison Point Advisors
California
$1.29M +$27.1K +275 +2%
RW
1073
Rede Wealth
Virginia
$1.29M -$64.2K -652 -5%
SMA
1074
Sage Mountain Advisors
Georgia
$1.29M +$370K +3,760 +39%
KBFS
1075
Kohmann Bosshard Financial Services
Ohio
$1.28M +$479K +4,867 +58%