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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1101
Foundations Investment Advisors
Arizona
$501K +$119K +1,154 +31%
MOS
1102
MGO One Seven
Ohio
$498K -$225K -2,192 -31%
EWA
1103
EverSource Wealth Advisors
Alabama
$495K -$144K -1,401 -22%
HR
1104
Howe & Rusling
New York
$494K +$33.4K +325 +7%
FOA
1105
Five Oceans Advisors
California
$487K -$9.56K -93 -2%
BCM
1106
Brookmont Capital Management
Texas
$486K -$116K -1,131 -19%
BRWM
1107
B. Riley Wealth Management
Tennessee
$484K -$187K -1,816 -28%
KWM
1108
KerberRose Wealth Management
Wisconsin
$484K +$489K +4,761 New
SIC
1109
Sterling Investment Counsel
New York
$483K +$488K +4,750 New
FHC
1110
First Heartland Consultants
Missouri
$480K -$23.1K -225 -5%
SAF
1111
Smith Anglin Financial
Texas
$479K -$38.4K -374 -7%
PS
1112
Planned Solutions
California
$476K -$103 -1 -0%
CFA
1113
Cahill Financial Advisors
Minnesota
$476K +$10.7K +104 +2%
MCM
1114
Mattern Capital Management
Colorado
$476K +$106K +1,031 +28%
CSWM
1115
Cassady Schiller Wealth Management
Ohio
$475K – – –
PAMG
1116
Patton Albertson Miller Group
Tennessee
$473K -$27.6K -269 -5%
KF
1117
Krilogy Financial
Missouri
$472K -$167K -1,629 -26%
IWMA
1118
Ironwood Wealth Management (Arizona)
Arizona
$469K -$1.95K -19 -0.4%
WWM
1119
Wolff Wiese Magana
California
$467K – – –
KA
1120
Kovack Advisors
Florida
$466K -$71.2K -693 -13%
SWM
1121
Silverlake Wealth Management
Vermont
$466K -$9.76K -95 -2%
PAM
1122
Palisade Asset Management
Minnesota
$462K -$41.8K -407 -8%
SCM
1123
Stordahl Capital Management
Colorado
$461K -$346K -3,367 -43%
GWAM
1124
Guardian Wealth Advisors (Minnesota)
Minnesota
$460K -$149K -1,452 -24%
AA
1125
ACT Advisors
North Carolina
$460K -$72.9K -709 -14%