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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1776
PSI Advisors
Florida
$118K -$30K -305 -20%
CT
1777
Clearstead Trust
Maine
$116K -$36.9K -375 -24%
TCPG
1778
Trivant Custom Portfolio Group
California
$109K +$98.6K +1,001 +776%
RS
1779
Rakuten Securities
Japan
$109K +$87.3K +886 +368%
CFP
1780
Comprehensive Financial Planning
Pennsylvania
$109K +$110K +1,121 New
LWA
1781
Lowe Wealth Advisors
Maryland
$107K +$94.5K +959 +675%
PPWM
1782
PFG Private Wealth Management
Florida
$105K +$6.6K +67 +7%
BFO
1783
Biltmore Family Office
North Carolina
$105K +$29.5K +300 +38%
OSNBOA
1784
Old Second National Bank of Aurora
Illinois
$102K – – –
CWM
1785
Cranbrook Wealth Management
Michigan
$100K – – –
OL
1786
one8zero8 LLC
North Carolina
$99.3K +$101K +1,025 New
Harel Insurance Investments & Financial Services
1787
Harel Insurance Investments & Financial Services
Israel
$98K – – –
ITIM
1788
Indiana Trust & Investment Management
Indiana
$97.8K – – –
KSWA
1789
Kathleen S. Wright Associates
Pennsylvania
$96.9K – – –
MFC
1790
Mechanics Financial Corp
Ohio
$96.9K – – –
RCM
1791
Ravenstone Capital Management
$96.9K +$98.5K +1,000 New
AIC
1792
Archer Investment Corporation
Indiana
$90.7K -$40.3K -409 -30%
MEG
1793
Millstone Evans Group
Colorado
$89.9K +$91.4K +928 New
GFL
1794
Granite FO LLC
New Hampshire
$86.7K +$1.18K +12 +1%
WAS
1795
Winch Advisory Services
Wisconsin
$83.7K -$4.92K -50 -5%
AIM
1796
Anchor Investment Management
South Carolina
$82.9K +$886 +9 +1%
MDCM
1797
Morgan Dempsey Capital Management
Wisconsin
$81.6K -$30.3K -308 -27%
BIM
1798
Breakwater Investment Management
Washington
$81.6K +$1.67K +17 +2%
PK
1799
Pflug Koory
Nebraska
$81.4K +$68.2K +692 +468%
TCOV
1800
Trust Company of Vermont
Vermont
$81.2K -$9.95K -101 -11%