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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brickley Wealth Management
1501
Brickley Wealth Management
California
$236K -$14.5K -148 -6%
LWA
1502
Lantern Wealth Advisors
New York
$235K +$235K +2,404 New
BA
1503
Brightwater Advisory
Florida
$235K +$235K +2,400 New
Fort Sheridan Advisors
1504
Fort Sheridan Advisors
Illinois
$232K – – –
TCOT
1505
Trust Company of Toledo
Ohio
$230K -$7.34K -75 -3%
Merriman Wealth Management
1506
Merriman Wealth Management
Washington
$228K +$228K +2,328 New
SOAG
1507
Silver Oak Advisory Group
Oregon
$228K – – –
DWM
1508
Darwin Wealth Management
Florida
$227K -$21.8K -223 -9%
LPP
1509
Life Planning Partners
Florida
$225K +$136K +1,385 +151%
GRA
1510
Golden Road Advisors
Florida
$225K -$391 -4 -0.2%
Focused Wealth Management
1511
Focused Wealth Management
New York
$225K +$587 +6 +0.3%
WAOTB
1512
Wealth Advisors of Tampa Bay
Florida
$224K – – –
CP
1513
Canopy Partners
Ohio
$224K +$14.6K +149 +7%
AA
1514
ACT Advisors
North Carolina
$223K – – –
Federation des caisses Desjardins du Quebec
1515
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K -$67.5K -690 -23%
WA
1516
WealthTrust Axiom
Pennsylvania
$221K +$221K +2,256 New
Williams Jones Wealth Management
1517
Williams Jones Wealth Management
New York
$220K +$220K +2,249 New
Rothschild Investment LLC
1518
Rothschild Investment LLC
Illinois
$220K +$98 +1 +0%
PWMA
1519
Pension & Wealth Management Advisors
Massachusetts
$220K -$12K -123 -5%
Gradient Investments
1520
Gradient Investments
Minnesota
$220K -$5.19K -53 -2%
CSA
1521
Cottage Street Advisors
Massachusetts
$219K +$219K +2,239 New
CPW
1522
Catalyst Private Wealth
California
$219K – – –
HNW
1523
High Note Wealth
Minnesota
$219K +$219K +2,234 New
Dixon Mitchell Investment Counsel
1524
Dixon Mitchell Investment Counsel
British Columbia, Canada
$219K +$218K +2,232 New
DWM
1525
Dopkins Wealth Management
New York
$217K +$217K +2,217 New