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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1126
Welch & Forbes
Massachusetts
$415K -$7.07K -60 -2%
RWA
1127
Ropes Wealth Advisors
Massachusetts
$415K
DWT
1128
Dorsey & Whitney Trust
South Dakota
$414K +$88.3K +750 +27%
CT
1129
Columbia Trust
Oregon
$414K +$413K +3,506 New
PP
1130
Professional Planning
California
$413K +$411K +3,492 New
CA
1131
CGN Advisors
Kansas
$413K +$412K +3,496 New
BFG
1132
Berger Financial Group
Minnesota
$412K +$410K +3,483 New
EWF
1133
Epstein & White Financial
California
$407K +$407K +3,455 New
Wolverine Trading
1134
Wolverine Trading
Illinois
$406K -$323K -2,740 -44%
KIM
1135
Karpus Investment Management
New York
$405K
I2I
1136
Insight 2811 Inc
Illinois
$404K +$403K +3,421 New
CAM
1137
Concorde Asset Management
Michigan
$396K -$6.01K -51 -1%
FNT
1138
First National Trust
Pennsylvania
$395K -$201K -1,710 -34%
CSPAM
1139
Cary Street Partners Asset Management
Virginia
$395K +$394K +3,341 New
BPCE
1140
Bank Pictet & Cie (Europe)
Germany
$391K
V
1141
Veritable
Delaware
$391K +$88.3K +750 +29%
SWMP
1142
Signature Wealth Management Partners
New Jersey
$390K +$389K +3,302 New
Kovitz Investment Group Partners
1143
Kovitz Investment Group Partners
Illinois
$387K -$960K -8,153 -71%
GG
1144
GenWealth Group
New Jersey
$387K -$138K -1,169 -26%
LNB
1145
Ledyard National Bank
$387K -$2.94K -25 -0.8%
FNBOSM
1146
First National Bank of South Miami
Florida
$387K -$2.36K -20 -0.6%
WPA
1147
West Paces Advisors
Georgia
$386K -$36.5K -310 -9%
IF
1148
Intrua Financial
Texas
$385K -$63.3K -537 -14%
PGFC
1149
Peapack-Gladstone Financial Corp
New Jersey
$384K -$69K -586 -15%
PWAG
1150
Polaris Wealth Advisory Group
California
$383K -$9.86M -83,713 -96%