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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1076
Howard Wealth Management
Connecticut
$515K
TWP
1077
Total Wealth Planning
Ohio
$512K +$537K +5,315 New
IAA
1078
Independent Advisor Alliance
North Carolina
$510K +$202 +2 +0%
WIA
1079
Westbourne Investment Advisors
Maryland
$509K -$2.53K -25 -0.5%
WF
1080
Welch & Forbes
Massachusetts
$506K +$175K +1,729 +49%
CCA
1081
Childress Capital Advisors
Texas
$505K
TF
1082
Tompkins Financial
New York
$501K
FCA
1083
FinTrust Capital Advisors
South Carolina
$496K -$32.4K -320 -6%
CQS
1084
Credential Qtrade Securities
$495K
MIH
1085
Meitav Investment House
Israel
$495K +$519K +5,137 New
OPWM
1086
Oxinas Partners Wealth Management
Indiana
$493K +$517K +5,112 New
AFM
1087
Andesa Financial Management
Pennsylvania
$490K +$68.3K +675 +15%
CB
1088
Cadence Bank
Mississippi
$488K +$512K +5,067 New
MWM
1089
Madison Wealth Management
Ohio
$487K -$2.33K -23 -0.5%
CPW
1090
Catalyst Private Wealth
California
$487K +$142K +1,400 +38%
ECM
1091
Evergreen Capital Management
Washington
$484K +$508K +5,027 New
CAWM
1092
Capital Advisors Wealth Management
Washington
$483K -$103K -1,021 -17%
TLFA
1093
True Link Financial Advisors
California
$481K
3LCM
1094
3D/L Capital Management
Connecticut
$481K +$303 +3 +0.1%
SCM
1095
Stordahl Capital Management
Colorado
$481K +$46.6K +461 +10%
HR
1096
Howe & Rusling
New York
$479K +$11K +109 +2%
TWP
1097
Tempus Wealth Planning
California
$479K +$56.1K +555 +13%
SWA
1098
SOA Wealth Advisors
New York
$478K +$44.4K +439 +10%
AWM
1099
Ameliora Wealth Management
Switzerland
$476K +$468K +4,625 +1,264%
Citadel Advisors
1100
Citadel Advisors
Florida
$476K +$499K +4,937 New