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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
1151
Institutional & Family Asset Management
Colorado
$777K +$742K +7,792 +20,505%
CWS
1152
Cypress Wealth Services
California
$774K -$161K -1,690 -18%
LA
1153
Latitude Advisors
Florida
$770K -$114K -1,199 -13%
SFS
1154
Summit Financial Strategies
Ohio
$768K +$3.43K +36 +0.5%
TA
1155
TFB Advisors
Kansas
$766K +$734K +7,714 New
WWM
1156
Waterway Wealth Management
Texas
$756K +$725K +7,619 New
CFFNO
1157
Common Fund For Nonprofit Organizations
Connecticut
$753K +$722K +7,588 New
FWP
1158
FAS Wealth Partners
Kansas
$751K +$232K +2,439 +48%
OGF
1159
Orin Green Financial
California
$750K -$21.8K -229 -3%
BCM
1160
Boltwood Capital Management
California
$749K
TCA
1161
Transcend Capital Advisors
New Jersey
$749K +$299K +3,146 +72%
SCA
1162
Stillwater Capital Advisors
Pennsylvania
$747K
HWA
1163
HHM Wealth Advisors
Tennessee
$743K -$107K -1,125 -13%
CFD
1164
Creative Financial Designs
Indiana
$743K +$177K +1,860 +33%
SXL
1165
Summit X LLC
Missouri
$743K -$827K -8,688 -55%
TF
1166
Tompkins Financial
New York
$741K -$17K -179 -2%
HFA
1167
Highland Financial Advisors
New Jersey
$740K +$117K +1,230 +20%
HFS
1168
Howard Financial Services
Texas
$739K +$147K +1,548 +26%
ICM
1169
Islay Capital Management
Texas
$739K +$709K +7,447 New
TPWA
1170
Twin Peaks Wealth Advisors
California
$738K +$708K +7,439 New
BFM
1171
Boothbay Fund Management
New York
$735K +$705K +7,406 New
AIA
1172
Angeles Investment Advisors
California
$734K
Deutsche Bank
1173
Deutsche Bank
Germany
$723K
FAG
1174
Fortitude Advisory Group
Washington
$718K +$54.2K +570 +9%
CSPAM
1175
Cary Street Partners Asset Management
Virginia
$717K +$688K +7,226 New