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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1176
Crew Capital Management
Ohio
$331K +$6.88K +60 +2%
Brown Advisory
1177
Brown Advisory
Maryland
$331K +$328K +2,867 New
HNW
1178
High Note Wealth
Minnesota
$330K -$132K -1,154 -29%
OWA
1179
Octavia Wealth Advisors
Ohio
$329K +$43.1K +376 +15%
BFM
1180
Boston Financial Management
Massachusetts
$327K +$325K +2,838 New
ClearBridge Investments
1181
ClearBridge Investments
New York
$326K +$5.04K +44 +2%
GCM
1182
Gibraltar Capital Management
Oklahoma
$324K -$47.9K -418 -13%
LA
1183
LexAurum Advisors
Kansas
$323K +$321K +2,803 New
NSIM
1184
North Star Investment Management
Illinois
$322K -$25.7K -224 -7%
FEM
1185
Fulcrum Equity Management
Texas
$322K -$10.4K -91 -3%
HCP
1186
Hexagon Capital Partners
Arkansas
$321K +$9.39K +82 +3%
IIC
1187
Ironwood Investment Counsel
Arizona
$321K +$38.2K +333 +14%
AWA
1188
ARS Wealth Advisors
Florida
$320K – – –
IC
1189
Intersect Capital
California
$320K +$45.8K +400 +17%
BAIA
1190
Bel Air Investment Advisors
California
$319K – – –
BOS
1191
Bingham Osborn & Scarborough
California
$319K – – –
TI
1192
Truepoint Inc
Ohio
$319K – – –
CHA
1193
Cooper/Haims Advisors
New York
$319K +$316K +2,762 New
NCM
1194
Northwest Capital Management
Oregon
$317K -$807K -7,042 -72%
FPGK
1195
Financial Partners Group (Kansas)
Kansas
$316K -$47.5K -415 -13%
UBG
1196
United Bank (Georgia)
Georgia
$316K – – –
SBIA
1197
Sheaff Brock Investment Advisors
Indiana
$316K +$4.81K +42 +2%
WPC
1198
Waters Parkerson & Co
Louisiana
$316K +$17.2K +150 +6%
WWM
1199
WJ Wealth Management
Arizona
$316K +$29.9K +261 +11%
LC
1200
LCNB Corp
Ohio
$315K +$22.9K +200 +8%