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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
151
Efficient Advisors
Ohio
$62.2M +$1.35M +13,627 +2%
JWA
152
JFS Wealth Advisors
Pennsylvania
$61.5M +$1.86M +18,734 +3%
KPWS
153
Kestra Private Wealth Services
Texas
$61.4M -$8.53K -86 -0%
PAS
154
Park Avenue Securities
New York
$61.2M +$5.61M +56,543 +10%
NYLIM
155
New York Life Investment Management
New York
$61.2M +$5.75M +57,968 +10%
VCM
156
Verger Capital Management
North Carolina
$61.1M +$17.3M +174,153 +40%
SGI
157
Summit Global Investments
Utah
$60.7M +$852K +8,590 +1%
NRI
158
NFP Retirement Inc
California
$59.8M +$858K +8,645 +1%
RCG
159
Rock Creek Group
District of Columbia
$59.8M +$6.17M +62,168 +12%
Lido Advisors
160
Lido Advisors
California
$59M +$108K +1,088 +0.2%
ZBNA
161
Zions Bancorporation, National Association
Utah
$57.5M +$1.33M +13,455 +2%
BB
162
Bell Bank
North Dakota
$56.2M +$3.08M +31,000 +6%
CWG
163
Cornerstone Wealth Group
North Carolina
$56M +$296K +2,982 +0.5%
CCM
164
Chaney Capital Management
Washington
$55.9M +$4.05M +40,813 +8%
SB
165
Sunflower Bank
Texas
$55.6M +$127K +1,276 +0.2%
M&T Bank
166
M&T Bank
New York
$55.6M -$440K -4,432 -0.8%
FFN
167
Focus Financial Network
Minnesota
$54.6M +$4.71M +47,503 +10%
MG
168
Mather Group
Illinois
$54.2M +$8.46M +85,230 +19%
AFC
169
Adaptive Financial Consulting
Ohio
$53.7M +$1.25M +12,601 +2%
PWM
170
Prentice Wealth Management
New York
$53.5M +$3.56M +35,844 +7%
PEGL
171
P/E Global LLC
Massachusetts
$52.8M +$1.34M +13,536 +3%
NIM
172
NEOS Investment Management
Connecticut
$52.6M +$6.29M +63,388 +14%
RhumbLine Advisers
173
RhumbLine Advisers
Massachusetts
$52M +$13.5M +136,061 +36%
GWM
174
GoalFusion Wealth Management
Texas
$50.4M +$1.91M +19,227 +4%
BC
175
Bricktown Capital
Michigan
$50.2M