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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
126
Sand Hill Global Advisors
California
$22.9M +$22.9M +209,299 New
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$22.7M +$348K +3,187 +2%
BWFM
128
Bridgewater Wealth & Financial Management
Maryland
$21.9M +$380K +3,480 +2%
AWM
129
AE Wealth Management
Kansas
$21.8M -$31.4M -287,329 -59%
SS
130
Simplicity Solutions
Minnesota
$21.7M -$31.3M -286,240 -59%
LA
131
LVW Advisors
New York
$21.4M +$2.26M +20,705 +12%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$20.2M +$2.29M +20,932 +13%
HMC
133
Higher Moment Capital
Massachusetts
$19.8M +$17.3M +158,176 +688%
MA
134
MUFG Americas
New York
$19.4M +$4.5M +41,166 +30%
VFA
135
Virtus Fund Advisers
Connecticut
$19.4M -$355K -3,251 -2%
UR
136
USCA RIA
Texas
$19.2M -$1.93M -17,688 -9%
RJT
137
Raymond James Trust
Florida
$18.7M +$565K +5,172 +3%
SF
138
Synovus Financial
Georgia
$18.6M +$5.71M +52,278 +45%
JWA
139
JFS Wealth Advisors
Pennsylvania
$18.2M +$1.1M +10,106 +6%
RWP
140
RWA Wealth Partners
Massachusetts
$18.2M +$4.06M +37,155 +29%
CIR
141
Clear Investment Research
Georgia
$18.1M +$2.1M +19,166 +13%
Truist Financial
142
Truist Financial
North Carolina
$17.8M +$1.18M +10,834 +7%
VAM
143
Visionary Asset Management
Texas
$17.8M -$2.11M -19,288 -11%
FA
144
FC Advisory
Pennsylvania
$17.8M -$1.4M -12,787 -7%
WT
145
Washington Trust
Rhode Island
$17M +$323K +2,951 +2%
IGIM
146
I.G. Investment Management
Manitoba, Canada
$16.7M +$2.21M +20,260 +15%
ICOA
147
Investment Centers of America
North Dakota
$16.7M +$2.26M +20,689 +16%
BCI
148
Brinker Capital Investments
Pennsylvania
$16.7M +$583K +5,332 +4%
BTNA
149
Bremer Trust National Association
Minnesota
$16.6M +$205K +1,875 +1%
FI
150
FormulaFolio Investments
Michigan
$16.6M +$2M +18,339 +14%