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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1426
Genesis Wealth Advisors
Massachusetts
$621K -$5.7K -57 -0.9%
PPC
1427
Pennington Partners & Co
Maryland
$618K -$72.8K -728 -10%
DSA
1428
Droms Strauss Advisors
Missouri
$618K -$15.5K -155 -2%
ZWA
1429
Zinnia Wealth Advisory
Florida
$618K -$75.9K -759 -11%
PWS
1430
Peterson Wealth Services
Utah
$616K +$25.7K +257 +4%
DA
1431
Dover Advisors
Virginia
$613K – – –
Heirloom Wealth Management
1432
Heirloom Wealth Management
Colorado
$612K +$616K +6,161 New
BCM
1433
Brasada Capital Management
Texas
$611K -$133K -1,328 -18%
T
1434
Tidemark
California
$610K +$104K +1,035 +20%
Associated Banc-Corp
1435
Associated Banc-Corp
Wisconsin
$610K +$36.7K +367 +6%
MASECO Private Wealth
1436
MASECO Private Wealth
$609K -$193K -1,931 -24%
Stonehage Fleming Financial Services
1437
Stonehage Fleming Financial Services
Jersey
$608K – – –
Talon Private Wealth
1438
Talon Private Wealth
Florida
$607K +$612K +6,118 New
SF
1439
SWP Financial
California
$603K +$313K +3,128 +106%
BWG
1440
Beta Wealth Group
California
$600K +$6K +60 +1%
IIA
1441
IPG Investment Advisors
California
$600K +$605K +6,044 New
EWA
1442
ERTS Wealth Advisors
Michigan
$597K – – –
Calton & Associates
1443
Calton & Associates
Florida
$594K -$33.4K -334 -5%
Crewe Advisors
1444
Crewe Advisors
Utah
$593K -$11.1K -111 -2%
BWM
1445
BKM Wealth Management
Wisconsin
$591K +$9.3K +93 +2%
LVW Advisors
1446
LVW Advisors
New York
$587K +$196K +1,962 +50%
UFA
1447
Uptown Financial Advisors
Texas
$587K +$25.3K +253 +4%
Fidelis Capital Partners
1448
Fidelis Capital Partners
Florida
$587K -$274K -2,743 -32%
SGWM
1449
Sterling Group Wealth Management
California
$586K – – –
TFG
1450
Tilson Financial Group
New Jersey
$583K -$92.7K -927 -14%