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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
1551
Partners Capital Investment Group
Massachusetts
– -$6.55M -61,197 Closed
PCMC
1552
Paragon Capital Management (Colorado)
Colorado
– -$6.45M -60,257 Closed
TF
1553
Trek Financial
Arizona
– -$5.21M -48,646 Closed
LOPW
1554
Live Oak Private Wealth
North Carolina
– -$4.29M -40,106 Closed
RWRC
1555
R.W. Roge & Company
New York
– -$4.09M -38,199 Closed
IIA
1556
Integral Investment Advisors
California
– -$3.61M -33,690 Closed
LHWM
1557
Lake Hills Wealth Management
Texas
– -$3.15M -29,410 Closed
LHC
1558
Little House Capital
Massachusetts
– -$2.67M -24,904 Closed
PWP
1559
Personal Wealth Partners
Minnesota
– -$2.51M -23,408 Closed
Squarepoint
1560
Squarepoint
New York
– -$2.5M -23,319 Closed
DC
1561
DeDora Capital
California
– -$2.47M -23,023 Closed
CGL
1562
Clarius Group LLC
Washington
– -$2.38M -20,896 Closed
RW
1563
RVW Wealth
California
– -$2.17M -20,268 Closed
TSS
1564
Two Sigma Securities
New York
– -$2.13M -19,910 Closed
BFM
1565
Broadview Financial Management
Wisconsin
– -$2.07M -19,290 Closed
LMGAM
1566
Liberty Mutual Group Asset Management
Massachusetts
– -$1.87M -17,450 Closed
EPWM
1567
Essex Private Wealth Management
Massachusetts
– -$1.64M -15,274 Closed
SCA
1568
Scott Capital Advisors
Oregon
– -$1.35M -12,608 Closed
BAM
1569
Blueshift Asset Management
New Jersey
– -$1.35M -12,581 Closed
JFG
1570
JMG Financial Group
Illinois
– -$1.2M -11,163 Closed
SAM
1571
Strategy Asset Managers
California
– -$1.19M -11,067 Closed
GF
1572
Gries Financial
Ohio
– -$1.15M -10,720 Closed
BI
1573
Berkeley Inc
Idaho
– -$1.13M -10,544 Closed
KPW
1574
Kore Private Wealth
New York
– -$1.05M -9,828 Closed
WAG
1575
Winthrop Advisory Group
Massachusetts
– -$1.02M -9,521 Closed