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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1426
Lakeridge Wealth Management
Ohio
$336K – – –
PP
1427
Patron Partners
Texas
$334K -$152K -1,519 -32%
WBC
1428
West Branch Capital
Massachusetts
$333K – – –
PP
1429
PrairieView Partners
Minnesota
$332K -$26.6K -267 -8%
UBG
1430
United Bank (Georgia)
Georgia
$331K – – –
SDWMA
1431
Schneider Downs Wealth Management Advisors
Pennsylvania
$331K -$19.8K -198 -6%
SG Americas Securities
1432
SG Americas Securities
New York
$330K -$20.2M -202,107 -98%
MC
1433
Middleton & Co
Massachusetts
$329K – – –
WLIM
1434
White Lighthouse Investment Management
Massachusetts
$325K +$78.1K +783 +32%
SSW
1435
Stone Summit Wealth
Florida
$323K -$11K -110 -3%
DWM
1436
Defined Wealth Management
Oregon
$322K +$3.79K +38 +1%
IWP
1437
Insight Wealth Partners
Texas
$321K +$317K +3,173 New
TCM
1438
Twin Capital Management
Pennsylvania
$321K +$2.89K +29 +0.9%
CF
1439
Centaurus Financial
California
$319K -$916K -9,186 -74%
OFG
1440
Oxford Financial Group
Indiana
$319K -$148K -1,479 -32%
PWS
1441
Peterson Wealth Services
Utah
$318K -$25.5K -256 -8%
FGA
1442
Fortis Group Advisors
New Jersey
$318K +$313K +3,140 New
SAS
1443
Stelac Advisory Services
New York
$318K – – –
TW
1444
TrinityPoint Wealth
Connecticut
$317K -$40.1K -402 -11%
FWM
1445
Fonville Wealth Management
Virginia
$316K +$311K +3,122 New
Zevenbergen Capital Investments
1446
Zevenbergen Capital Investments
Washington
$316K +$311K +3,120 New
GFA
1447
Gallagher Fiduciary Advisors
Illinois
$313K -$41.8K -419 -12%
SCM
1448
Stordahl Capital Management
Colorado
$313K -$17.8K -178 -5%
SC
1449
Stephenson & Company
California
$311K – – –
HFP
1450
Holistic Financial Partners
Indiana
$309K -$98.4K -986 -24%