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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
151
Rational Advisors
New York
$72.8M +$1.62M +16,394 +2%
SHGA
152
Sand Hill Global Advisors
California
$71.6M +$6.15M +62,150 +9%
SAI
153
Savvy Advisors Inc
New York
$71.2M +$4.34M +43,832 +6%
CIA
154
Concurrent Investment Advisors
Florida
$70.6M +$29.8M +301,020 +73%
RSWM
155
Robertson Stephens Wealth Management
California
$70.5M +$4.93M +49,794 +8%
BB
156
Bell Bank
North Dakota
$69.9M +$4.92M +49,773 +8%
CST
157
Charles Schwab Trust
Nevada
$69.2M -$647K -6,535 -0.9%
NAMI
158
Nomura Asset Management International
Pennsylvania
$68.7M +$762K +7,697 +1%
PAS
159
Park Avenue Securities
New York
$68.5M +$3M +30,319 +5%
PWM
160
Prentice Wealth Management
New York
$67.5M +$3.01M +30,442 +5%
LBC
161
Lowe Brockenbrough & Co
Virginia
$67.2M +$19.3M +194,895 +40%
TC
162
Trust Company
Kansas
$66.8M +$969K +9,797 +1%
OWA
163
Octavia Wealth Advisors
Ohio
$66.4M +$5.62M +56,833 +9%
MG
164
Mather Group
Illinois
$66M +$4.59M +46,421 +7%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$64.8M -$13.2M -133,524 -17%
MCWS
166
McKinley Carter Wealth Services
West Virginia
$64.6M +$3.16M +31,920 +5%
PCM
167
Permanent Capital Management
Illinois
$64.5M +$408K +4,128 +0.6%
PFPG
168
Pinnacle Financial Partners (Georgia)
Georgia
$64M +$5.32M +53,818 +9%
FFN
169
Focus Financial Network
Minnesota
$63.5M +$3.31M +33,405 +5%
APM
170
a16z Perennial Management
California
$61M +$29.1M +294,084 +92%
GAM
171
Gotham Asset Management
New York
$61M +$834K +8,427 +1%
KPWS
172
Kestra Private Wealth Services
Texas
$60.8M -$1.45M -14,661 -2%
VAS
173
Vestmark Advisory Solutions
Massachusetts
$60.6M +$7.72M +77,977 +15%
CAM
174
Cresset Asset Management
Illinois
$60.3M +$21.5M +217,148 +55%
ZBNA
175
Zions Bancorporation, National Association
Utah
$59.9M -$9.2M -93,006 -13%