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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1551
Segment Wealth Management
Texas
$219K
AP
1552
Adero Partners
California
$218K -$55.8K -586 -21%
CCWM
1553
Cassaday & Co Wealth Management
Virginia
$218K +$209K +2,200 New
BC
1554
Brio Consultants
California
$218K +$209K +2,197 New
PG
1555
Prostatis Group
Maryland
$218K +$209K +2,194 New
NAS
1556
NWF Advisory Services
California
$216K -$6.38K -67 -3%
RWM
1557
Rench Wealth Management
Texas
$216K +$207K +2,177 New
AMIM
1558
Aull & Monroe Investment Management
Alabama
$216K -$13.3K -140 -6%
RS
1559
Retirement Solution
Washington
$214K +$206K +2,160 New
IPW
1560
Impact Partnership Wealth
Georgia
$214K +$1.33K +14 +0.7%
CCM
1561
Colorado Capital Management
Colorado
$213K -$14.3K -150 -7%
WAG
1562
Winthrop Advisory Group
Massachusetts
$212K +$203K +2,138 New
CP
1563
Canopy Partners
Ohio
$212K +$203K +2,135 New
TWM
1564
Tanglewood Wealth Management
Texas
$210K +$201K +2,114 New
FFA
1565
Founders Financial Alliance
North Carolina
$210K -$22.4K -235 -10%
HZ
1566
Hixon Zuercher
Ohio
$209K +$201K +2,110 New
FCM
1567
Family Capital Management
Michigan
$209K -$5.8K -61 -3%
WCM
1568
Whitener Capital Management
North Carolina
$208K -$9.52K -100 -5%
ODG
1569
O'Dell Group
Ohio
$207K +$199K +2,089 New
DWP
1570
Destiny Wealth Partners
Florida
$207K +$200K +2,103 New
RA
1571
Rise Advisors
New York
$207K -$38.9K -409 -16%
DFA
1572
Delta Financial Advisors
Louisiana
$204K -$18.7K -197 -9%
CVA
1573
Central Valley Advisors
California
$203K +$195K +2,046 New
PMG
1574
ProVise Management Group
Florida
$203K -$77.5K -814 -29%
LBWM
1575
Left Brain Wealth Management
Illinois
$202K -$9.52K -100 -5%