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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1676
Chemistry Wealth Management
New York
$233K +$231K +2,326 New
BOPW
1677
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
SOAG
1678
Silver Oak Advisory Group
Oregon
$232K – – –
EWS
1679
Evergreen Wealth Solutions
Pennsylvania
$232K -$356K -3,589 -61%
AIA
1680
Allied Investment Advisors
Montana
$231K +$3.97K +40 +2%
Hills Bank & Trust
1681
Hills Bank & Trust
Iowa
$231K +$2.58K +26 +1%
Brown Brothers Harriman & Co
1682
Brown Brothers Harriman & Co
New York
$231K +$228K +2,300 New
ESB
1683
Essex Savings Bank
Connecticut
$231K – – –
PMA
1684
Prudent Man Advisors
Illinois
$230K – – –
FDW
1685
Fourth Dimension Wealth
Ohio
$230K -$4.66K -47 -2%
EP
1686
Essential Planning
New Hampshire
$229K +$298 +3 +0.1%
FW
1687
FullCircle Wealth
Texas
$228K +$695 +7 +0.3%
SCM
1688
Spreng Capital Management
Ohio
$227K -$24.8K -250 -10%
FFA
1689
Founders Financial Alliance
North Carolina
$227K +$156K +1,569 +226%
KPP
1690
Kings Path Partners
Texas
$227K +$14K +141 +7%
Banque Pictet & Cie
1691
Banque Pictet & Cie
Switzerland
$227K – – –
NIWA
1692
New Insight Wealth Advisors
California
$225K -$44.3K -446 -17%
SWM
1693
SilverOak Wealth Management
Minnesota
$224K +$6.65K +67 +3%
VPP
1694
Vertex Planning Partners
Illinois
$223K +$221K +2,227 New
RWA
1695
Redhawk Wealth Advisors
Minnesota
$223K +$595 +6 +0.3%
PWP
1696
Pursue Wealth Partners
California
$223K – – –
BCMLT
1697
Beacon Capital Management LLC (Tennessee)
Tennessee
$222K – – –
Harel Insurance Investments & Financial Services
1698
Harel Insurance Investments & Financial Services
Israel
$222K -$2.28K -23 -1%
3AM
1699
3EDGE Asset Management
Florida
$222K – – –
BMWS
1700
Brady Martz Wealth Solutions
North Dakota
$221K +$219K +2,206 New