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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1251
Cornerstone Wealth Management
Missouri
$560K -$129K -1,351 -19%
LIG
1252
Lokken Investment Group
Delaware
$553K +$761 +8 +0.1%
PMFA
1253
Plante Moran Financial Advisors
Michigan
$551K -$7.14K -75 -1%
PGF
1254
Plan Group Financial
Oklahoma
$551K +$528K +5,551 New
LWM
1255
LJI Wealth Management
Indiana
$551K -$132K -1,382 -20%
OWM
1256
OneAscent Wealth Management
Alabama
$550K +$527K +5,542 New
CSIA
1257
Charles Schwab Investment Advisory
California
$549K -$30.6K -322 -6%
HFS
1258
Hoge Financial Services
Pennsylvania
$548K +$525K +5,521 New
AAM
1259
Ameraudi Asset Management
New York
$548K +$525K +5,520 New
FNT
1260
First National Trust
Pennsylvania
$539K +$101K +1,063 +24%
TNB
1261
Thomasville National Bank
Georgia
$539K -$6.19K -65 -1%
MWM
1262
Maripau Wealth Management
Indiana
$536K -$33.4K -351 -6%
LWL
1263
Leo Wealth LLC
Texas
$535K +$518K +5,446 New
T
1264
TrueFG
Texas
$535K +$8.66K +91 +2%
TCWM
1265
Total Clarity Wealth Management
Illinois
$534K -$62.9K -661 -11%
SW
1266
Simplicity Wealth
New Jersey
$533K +$203K +2,129 +66%
CA
1267
CoreCap Advisors
Michigan
$530K -$308K -3,237 -38%
LF
1268
Lee Financial
Texas
$530K +$278K +2,917 +120%
UAG
1269
United Advisor Group
Ohio
$529K +$507K +5,324 New
SCG
1270
Sonata Capital Group
Washington
$528K
Fiera Capital (Canada)
1271
Fiera Capital (Canada)
Quebec, Canada
$524K
FOA
1272
Five Oceans Advisors
California
$524K +$8.09K +85 +2%
AA
1273
Advisory Alpha
Michigan
$523K +$60.3K +634 +14%
CA
1274
Crewe Advisors
Utah
$518K -$155K -1,631 -24%
ACM
1275
Arlington Capital Management
Illinois
$518K +$199K +2,091 +67%