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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1351
Holistic Financial Partners
Indiana
$392K -$4.15K -43 -1%
PWP
1352
Perfromance Wealth Partners
Illinois
$392K -$1.96M -20,287 -83%
BWL
1353
Bogart Wealth LLC
Virginia
$391K +$79.3K +821 +26%
RDWM
1354
Red Door Wealth Management
Tennessee
$389K +$387K +4,011 New
FRA
1355
Frank Rimerman Advisors
California
$388K – – –
IC
1356
IEQ Capital
California
$386K +$32.9K +341 +9%
WI
1357
Wintrust Investments
Illinois
$383K – – –
FNB
1358
Farmers National Bank
Kentucky
$382K – – –
HS
1359
Horan Securities
United States
$382K +$45.9K +475 +14%
LCWP
1360
Legacy Capital Wealth Partners
Arkansas
$382K +$380K +3,934 New
SCA
1361
Stonebridge Capital Advisors
Minnesota
$381K -$258K -2,671 -40%
PSA
1362
Plum Street Advisors
Louisiana
$381K -$87.9K -911 -19%
Calamos Advisors
1363
Calamos Advisors
Illinois
$381K -$6.66K -69 -2%
OPA
1364
Old Port Advisors
Maine
$380K -$50.3K -521 -12%
SWA
1365
SOA Wealth Advisors
New York
$378K +$31K +321 +9%
HWA
1366
Heritage Wealth Advisors
Virginia
$376K +$8.01K +83 +2%
YAL
1367
Your Advocates Ltd
Texas
$373K -$100K -1,040 -21%
HA
1368
Hanover Advisors
South Carolina
$372K +$370K +3,836 New
GI
1369
Gradient Investments
Minnesota
$372K +$154K +1,593 +71%
SWA
1370
Sax Wealth Advisors
New Jersey
$372K -$824K -8,541 -69%
MIS
1371
Morningstar Investment Services
Illinois
$372K -$330K -3,422 -47%
FWP
1372
Firethorn Wealth Partners
Georgia
$370K -$7.14K -74 -2%
SIM
1373
SSI Investment Management
California
$370K – – –
MW
1374
Members Wealth
Pennsylvania
$368K +$363K +3,756 New
WFA
1375
Wade Financial Advisory
California
$366K +$1.45K +15 +0.4%