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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1551
PFS Partners
New Jersey
$45.2K +$45.6K +461 New
SIC
1552
Salem Investment Counselors
North Carolina
$42.2K -$14.7K -149 -26%
BHWM
1553
Beaird Harris Wealth Management
Texas
$41.6K – – –
CYG
1554
Clean Yield Group
Vermont
$39.8K – – –
TAM
1555
Tucker Asset Management
Colorado
$39.6K -$22.2K -225 -36%
AAMA
1556
Advanced Asset Management Advisors
Ohio
$39.4K – – –
VF
1557
VitalStone Financial
Texas
$38K +$39.4K +399 New
FP
1558
Financial Perspectives
Minnesota
$36.6K +$37K +374 New
GWSG
1559
GPS Wealth Strategies Group
Colorado
$36.5K – – –
FMTCOCP
1560
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K – – –
GFPC
1561
Global Financial Private Client
Florida
$35.8K – – –
SC
1562
Steph & Co
Wisconsin
$35.2K +$15.8K +160 +80%
BBHC
1563
Brown Brothers Harriman & Co
New York
$34.9K -$14.7K -149 -30%
VWM
1564
Valley Wealth Managers
New Jersey
$34.5K -$35.4K -358 -50%
BWP
1565
Baldwin Wealth Partners
Massachusetts
$31.8K – – –
TIM
1566
Tortoise Investment Management
New York
$31.2K +$198 +2 +0.6%
CLOS
1567
Compagnie Lombard Odier SCmA
Switzerland
$31.1K – – –
JAM
1568
JCIC Asset Management
Ontario, Canada
$30.9K – – –
SA
1569
SRH Advisors
Kansas
$30.7K – – –
CP
1570
Castleview Partners
Texas
$30K -$49.3K -499 -62%
SFSG
1571
Sound Financial Strategies Group
Mississippi
$29.9K -$5.73K -58 -16%
PFBT
1572
Parkside Financial Bank & Trust
Missouri
$28.8K +$19.1K +193 +191%
AT
1573
Avalon Trust
New Mexico
$28.4K +$28.7K +290 New
KHC
1574
Koesten Hirschmann & Crabtree
Kansas
$28.3K +$494 +5 +2%
PAI
1575
Pittenger & Anderson Inc
Nebraska
$27.1K -$19.8K -200 -42%