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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJ
1301
Brouwer & Janachowski
California
$210K -$4.48K -38 -2%
SFO
1302
Stokes Family Office
Louisiana
$210K +$236 +2 +0.1%
RWM
1303
Reston Wealth Management
Virginia
$210K +$942 +8 +0.5%
SFSIG
1304
San Francisco Sentry Investment Group
California
$209K +$75.4K +640 +57%
MW
1305
Marcum Wealth
Ohio
$208K -$205K -1,739 -50%
QAM
1306
QCI Asset Management
New York
$207K +$206K +1,748 New
Montag & Associates
1307
Montag & Associates
Georgia
$207K +$206K +1,750 New
SCM
1308
Silvant Capital Management
Georgia
$206K – – –
Welch Group
1309
Welch Group
Alabama
$206K +$205K +1,740 New
GCAC
1310
Guardian Capital Advisors (Canada)
Ontario, Canada
$204K – – –
UTC
1311
Unified Trust Company
Kentucky
$204K – – –
APCM
1312
Alaska Permanent Capital Management
Alaska
$203K – – –
GC
1313
Grace Capital
Massachusetts
$201K -$170K -1,439 -46%
Principal Financial Group
1314
Principal Financial Group
Iowa
$201K +$200K +1,701 New
APA
1315
Allegiant Private Advisors
Florida
$201K +$201K +1,704 New
WC
1316
Westwind Capital
New Mexico
$194K +$47.8K +406 +33%
OC
1317
Oakworth Capital
Alabama
$186K -$46.3K -393 -20%
RCA
1318
Rowland Carmichael Advisors
Arizona
$184K – – –
Brown Brothers Harriman & Co
1319
Brown Brothers Harriman & Co
New York
$177K -$374K -3,176 -68%
SMA
1320
Sage Mountain Advisors
Georgia
$172K +$172K +1,458 New
Gradient Investments
1321
Gradient Investments
Minnesota
$170K – – –
1IA
1322
1834 Investment Advisors
Wisconsin
$169K – – –
Bessemer Group
1323
Bessemer Group
New Jersey
$165K -$715K -6,069 -81%
JAM
1324
JCIC Asset Management
Ontario, Canada
$155K +$15.3K +130 +11%
HDIM
1325
Hanson & Doremus Investment Management
Vermont
$155K +$131K +1,115 +572%