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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
1501
Strid Group
Pennsylvania
$251K +$240K +2,525 New
WLIM
1502
White Lighthouse Investment Management
Massachusetts
$249K -$60.7K -638 -20%
TVM
1503
True Vision MN
Minnesota
$249K +$239K +2,509 New
OC
1504
Opinicus Capital
Florida
$249K +$238K +2,504 New
Verition Fund Management
1505
Verition Fund Management
Connecticut
$248K +$238K +2,500 New
BFA
1506
Beacon Financial Advisory
Ohio
$248K -$209K -2,195 -47%
SAM
1507
SignalPoint Asset Management
Missouri
$248K +$26.8K +282 +13%
SWP
1508
Semus Wealth Partners
Florida
$248K -$27.7K -291 -10%
JWM
1509
Jessup Wealth Management
Ohio
$247K -$36.3K -381 -13%
PWA
1510
Phoenix Wealth Advisors
North Carolina
$247K -$43.5M -457,359 -99%
QS
1511
Quantitative Strategies
California
$245K +$15.8K +166 +7%
FPCG
1512
Fort Pitt Capital Group
Pennsylvania
$244K +$234K +2,458 New
C1AG
1513
Client 1st Advisory Group
Florida
$244K -$53.8K -565 -19%
GWP
1514
Gateway Wealth Partners
Wisconsin
$243K -$311K -3,264 -57%
ORC
1515
O'Rourke & Company
Massachusetts
$241K -$10.3K -108 -4%
TCOT
1516
Trust Company of Toledo
Ohio
$241K -$2.85K -30 -1%
BWG
1517
Beta Wealth Group
California
$241K +$95 +1 +0%
LSIA
1518
LaSalle St. Investment Advisors
Illinois
$239K +$229K +2,406 New
PSA
1519
Plum Street Advisors
Louisiana
$238K +$229K +2,402 New
AFS
1520
AFG Fiduciary Services
Massachusetts
$236K +$228K +2,398 New
FSA
1521
Fort Sheridan Advisors
Illinois
$235K +$226K +2,370 New
PWMA
1522
Pension & Wealth Management Advisors
Massachusetts
$235K -$525K -5,516 -70%
GWM
1523
Gray Wealth Management
Maine
$234K
NWA
1524
Navis Wealth Advisors
New York
$234K +$225K +2,360 New
BFG
1525
Beacon Financial Group
Texas
$234K +$225K +2,360 New