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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1201
Burney Company
Virginia
$646K -$29.6K -311 -5%
SWA
1202
Strategies Wealth Advisors
Michigan
$645K -$31.4K -330 -5%
AWMS
1203
Advocacy Wealth Management Services
Georgia
$640K -$27.1K -285 -4%
EWM
1204
Empirical Wealth Management
Washington
$640K -$41.9K -440 -6%
LNB
1205
Ledyard National Bank
$638K +$58.4K +614 +11%
CA
1206
Calton & Associates
Florida
$633K +$607K +6,382 New
MG
1207
Mather Group
Illinois
$633K +$147K +1,548 +32%
CA
1208
Cambridge Advisors
Nebraska
$630K -$19K -200 -3%
CQS
1209
Credential Qtrade Securities
$629K +$56.7K +596 +10%
MWA
1210
MN Wealth Advisors
Kansas
$626K +$600K +6,305 New
ERWM
1211
Elk River Wealth Management
Colorado
$622K -$1.09M -11,495 -65%
TW
1212
TritonPoint Wealth
Maryland
$621K +$596K +6,259 New
CPA
1213
Clear Point Advisors
New York
$620K +$594K +6,245 New
PSCM
1214
Per Stirling Capital Management
Texas
$618K +$258K +2,709 +77%
D
1215
Diversified
Delaware
$616K -$43.6K -458 -7%
IWN
1216
Independent Wealth Network
Iowa
$613K +$17K +179 +3%
WF
1217
Welch & Forbes
Massachusetts
$613K +$43.7K +459 +8%
LRIA
1218
Leonard Rickey Investment Advisors
Washington
$610K +$36.9K +388 +7%
OPWM
1219
Oxinas Partners Wealth Management
Indiana
$609K +$584K +6,133 New
OPA
1220
Old Port Advisors
Maine
$608K -$108K -1,140 -16%
WP
1221
WealthPLAN Partners
Nebraska
$607K -$201K -2,107 -26%
AWM
1222
Activest Wealth Management
Florida
$606K +$564K +5,929 +3,388%
PS
1223
Planned Solutions
California
$605K +$115K +1,212 +25%
CG
1224
CFO4Life Group
Texas
$605K -$584K -6,135 -50%
RT
1225
Rockland Trust
Massachusetts
$605K