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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RI
1301
Rinkey Investments
California
$900K -$88.3K -883 -9%
HWM
1302
HighMark Wealth Management
Minnesota
$899K -$44.5K -445 -5%
EWM
1303
Empirical Wealth Management
Washington
$896K -$180K -1,801 -17%
MAM
1304
Milestone Asset Management
Pennsylvania
$894K +$448K +4,476 +99%
SHIM
1305
Stone House Investment Management
Pennsylvania
$892K +$6.5K +65 +0.7%
OAS
1306
Optivise Advisory Services
Tennessee
$887K +$68.6K +686 +8%
FF
1307
Finley Financial
Nevada
$884K
OGF
1308
Orin Green Financial
California
$882K +$138K +1,382 +18%
Nomura Asset Management
1309
Nomura Asset Management
Japan
$881K -$690K -6,900 -44%
PP
1310
Prudential plc
United Kingdom
$880K +$686K +6,860 +343%
VCM
1311
Virtue Capital Management
Tennessee
$876K +$27.2K +272 +3%
VFP
1312
Vested Financial Planning
California
$874K +$15.5K +155 +2%
BFC
1313
Blue Fin Capital
Rhode Island
$874K -$24.2K -242 -3%
CCP
1314
Cane Capital Partners
Louisiana
$871K -$35.7K -357 -4%
LA
1315
Latitude Advisors
Florida
$870K +$103K +1,028 +13%
SP
1316
Successful Portfolios
Florida
$870K +$154K +1,544 +21%
BCM
1317
Becker Capital Management
Oregon
$870K -$852K -8,516 -49%
IWP
1318
Integrity Wealth Partners
California
$857K +$864K +8,637 New
LCGC
1319
Legacy Capital Group California
California
$855K +$5.4K +54 +0.6%
SS
1320
Sunbelt Securities
Texas
$854K -$41.3K -413 -5%
IPWA
1321
International Private Wealth Advisors
California
$853K -$87.4K -874 -9%
RT
1322
Rockland Trust
Massachusetts
$846K -$1.81M -18,074 -68%
DG
1323
Dala Group
Illinois
$846K +$11.7K +117 +1%
LA
1324
Lifeworks Advisors
Michigan
$845K -$217K -2,169 -20%
SIS
1325
Sound Income Strategies
Florida
$844K -$207K -2,067 -20%