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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1076
SWMG LLC
Texas
$573K +$770 +7 +0.1%
WIA
1077
Westbourne Investment Advisors
Maryland
$568K +$40.9K +372 +8%
KA
1078
Kovack Advisors
Florida
$565K -$2.34M -21,235 -80%
DY
1079
Dowling & Yahnke
California
$562K +$315K +2,864 +120%
CCA
1080
Childress Capital Advisors
Texas
$561K +$49.5K +450 +9%
AA
1081
ACT Advisors
North Carolina
$560K -$140K -1,271 -20%
RWP
1082
Ridgecrest Wealth Partners
California
$557K -$554K -5,036 -49%
TF
1083
Tompkins Financial
New York
$557K +$569K +5,172 +16,684%
GP
1084
Girard Partners
Pennsylvania
$555K -$144K -1,313 -20%
W
1085
WealthOne
New York
$555K +$360K +3,272 +172%
CQS
1086
Credential Qtrade Securities
$555K +$14.9K +135 +3%
NL
1087
Navalign LLC
California
$553K -$300K -2,725 -34%
Vontobel Holding
1088
Vontobel Holding
Switzerland
$552K -$798K -7,250 -58%
CPA
1089
Cardiff Park Advisors
California
$551K +$1.54K +14 +0.3%
DBRC
1090
D.B. Root & Company
Pennsylvania
$551K +$225K +2,048 +66%
CBN
1091
Cadence Bank NA
Texas
$549K
MFW
1092
Meristem Family Wealth
Minnesota
$548K
PO
1093
Private Ocean
California
$548K +$387K +3,519 +221%
SAF
1094
Smith Anglin Financial
Texas
$545K -$177K -1,610 -24%
SFP
1095
Sandbox Financial Partners
Maryland
$542K -$143K -1,302 -20%
VCM
1096
Vivaldi Capital Management
Illinois
$542K +$47.2K +429 +9%
SWP
1097
Strategic Wealth Partners
Ohio
$536K -$627K -5,699 -53%
MWM
1098
Merriman Wealth Management
Washington
$536K +$551K +5,004 New
LPWM
1099
Lake Point Wealth Management
Texas
$534K -$611K -5,552 -53%
IC
1100
Intersect Capital
California
$532K +$102K +927 +23%