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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1476
Concord Wealth Partners
Virginia
$137K +$137K +1,414 New
AWM
1477
Accel Wealth Management
Iowa
$136K +$88.2K +912 +185%
Choate Investment Advisors
1478
Choate Investment Advisors
Massachusetts
$136K +$132K +1,364 +3,686%
SouthState Corp
1479
SouthState Corp
Florida
$135K +$49.8K +515 +59%
LOIP
1480
Live Oak Investment Partners
Texas
$133K – – –
IBOK
1481
Independence Bank of Kentucky
Kentucky
$133K – – –
WBC
1482
West Branch Capital
Massachusetts
$131K +$10.2K +105 +8%
FWA
1483
Freedom Wealth Alliance
Wisconsin
$126K +$126K +1,302 New
WAG
1484
Windsor Advisory Group
Ohio
$126K +$125K +1,297 New
AIC
1485
Archer Investment Corporation
Indiana
$126K -$411K -4,252 -77%
RDFA
1486
Ritter Daniher Financial Advisory
Ohio
$124K – – –
AFS
1487
Annapolis Financial Services
Maryland
$124K +$112K +1,153 +953%
JAM
1488
JCIC Asset Management
Ontario, Canada
$123K – – –
AIM
1489
Axiom Investment Management
New York
$122K -$421K -4,353 -78%
Barclays
1490
Barclays
United Kingdom
$122K -$1.18M -12,234 -91%
KFI
1491
Key Financial Inc
Pennsylvania
$122K – – –
AA
1492
Addison Advisors
Vermont
$122K +$121K +1,255 New
MTIC
1493
Missouri Trust & Investment Company
Missouri
$120K +$8.8K +91 +8%
SWM
1494
Sugarloaf Wealth Management
Georgia
$119K -$10.5K -109 -8%
OFG
1495
Oxford Financial Group
Indiana
$117K +$290 +3 +0.2%
BCA
1496
Bray Capital Advisors
Florida
$116K – – –
TAM
1497
Tucker Asset Management
Colorado
$114K +$113K +1,170 New
CSWM
1498
Cassady Schiller Wealth Management
Ohio
$111K -$229K -2,363 -67%
WCM
1499
Wunderlich Capital Managemnt
Tennessee
$110K -$4.72M -48,757 -98%
TF
1500
TimeScale Financial
Massachusetts
$107K +$97 +1 +0.1%