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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1526
Beacon Financial Group
Texas
$234K +$225K +2,360 New
WI
1527
Wedgewood Investors
Pennsylvania
$232K – – –
SOAG
1528
Silver Oak Advisory Group
Oregon
$230K – – –
RWI
1529
Red Wave Investments
Pennsylvania
$230K – – –
MAM
1530
Milestone Asset Management
Pennsylvania
$229K +$219K +2,304 New
OWA
1531
Outlook Wealth Advisors
Texas
$229K – – –
GRA
1532
Golden Road Advisors
Florida
$229K +$219K +2,304 New
IFWM
1533
Institute for Wealth Management
Colorado
$229K -$55.7K -585 -20%
Central Trust Company
1534
Central Trust Company
Missouri
$228K -$172K -1,803 -44%
Gradient Investments
1535
Gradient Investments
Minnesota
$228K +$12.8K +135 +6%
EFG
1536
Ehrlich Financial Group
California
$228K +$218K +2,294 New
FWM
1537
Focused Wealth Management
New York
$228K +$285 +3 +0.1%
WAOTB
1538
Wealth Advisors of Tampa Bay
Florida
$227K +$217K +2,285 New
AA
1539
ACT Advisors
North Carolina
$226K -$2.47K -26 -1%
CT
1540
Cambridge Trust
Massachusetts
$225K -$399K -4,195 -65%
CPC
1541
Consolidated Planning Corp
Georgia
$225K +$216K +2,265 New
RIL
1542
Rothschild Investment LLC
Illinois
$223K +$214K +2,246 New
YWM
1543
Yoder Wealth Management
California
$222K -$42.3K -445 -17%
SC
1544
Scholtz & Company
Connecticut
$222K +$213K +2,237 New
IFA
1545
Interactive Financial Advisors
Illinois
$222K -$9.76M -102,525 -99%
CPW
1546
Catalyst Private Wealth
California
$222K – – –
TMWM
1547
Taylor & Morgan Wealth Management
Michigan
$222K +$2.19K +23 +1%
JGCM
1548
Joseph Group Capital Management
Ohio
$221K +$22.9K +241 +12%
KFS
1549
Kaizen Financial Strategies
California
$220K +$211K +2,220 New
FSWA
1550
Financial Synergies Wealth Advisors
Texas
$220K -$3.81K -40 -2%