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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1201
BBR Partners
New York
$360K +$129K +1,252 +55%
WF
1202
Welch & Forbes
Massachusetts
$358K -$10.3K -100 -3%
LHEI
1203
Leo H. Evart Inc
California
$358K +$1.85K +18 +0.5%
FFA
1204
Founders Financial Alliance
North Carolina
$358K +$165K +1,609 +84%
HIS
1205
Harvest Investment Services
Illinois
$353K +$9.25K +90 +3%
CAM
1206
Cubic Asset Management
Massachusetts
$350K -$1.54K -15 -0.4%
BPCE
1207
Bank Pictet & Cie (Europe)
Germany
$349K -$13.9K -135 -4%
ST
1208
Smithfield Trust
Pennsylvania
$347K -$5.12M -49,844 -94%
Principal Financial Group
1209
Principal Financial Group
Iowa
$347K -$3.23M -31,412 -90%
NEPPG
1210
New England Professional Planning Group
Rhode Island
$345K
SRC
1211
Shufro Rose & Co
New York
$344K -$2.1M -20,483 -86%
MHS
1212
M Holdings Securities
Oregon
$344K -$33.9K -330 -9%
GEA
1213
Glen Eagle Advisors
New Jersey
$342K -$109K -1,062 -24%
BWL
1214
Bogart Wealth LLC
Virginia
$340K
FVWA
1215
Foster Victor Wealth Advisors
South Carolina
$340K +$343K +3,334 New
CWA
1216
Centennial Wealth Advisory
Michigan
$337K +$27.2K +265 +9%
KOC
1217
Koss-Olinger Consulting
Florida
$336K
CFA
1218
Compass Financial Advisors
Indiana
$336K +$514 +5 +0.2%
TCOV
1219
Trust Company of Vermont
Vermont
$335K +$338K +3,291 New
MA
1220
Momentum Advisors
New York
$335K +$338K +3,294 New
OPCM
1221
Osborne Partners Capital Management
California
$335K +$339K +3,296 New
HBT
1222
Hills Bank & Trust
Iowa
$334K +$134K +1,301 +66%
EAM
1223
Evanson Asset Management
California
$332K +$1.64K +16 +0.5%
HIM
1224
Hanlon Investment Management
New Jersey
$331K +$335K +3,256 New
SSCA
1225
South Shore Capital Advisors
Massachusetts
$330K -$63.5K -618 -16%