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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1776
Essential Partners
California
$248K +$250K +2,500 New
BFO
1777
Boston Family Office
Massachusetts
$248K -$11.5K -115 -4%
PW
1778
Potentia Wealth
California
$248K -$30.9K -309 -11%
BO
1779
Bank OZK
Arkansas
$248K – – –
Annex Advisory Services
1780
Annex Advisory Services
Wisconsin
$247K -$37.2K -372 -13%
ME
1781
McIlrath & Eck
Washington
$247K -$1.8K -18 -0.7%
PWA
1782
Principia Wealth Advisory
Texas
$244K -$159K -1,589 -39%
SWM
1783
Steelhead Wealth Management
Virginia
$244K +$246K +2,462 New
ACA
1784
Adirondack Capital Advisors
New York
$243K – – –
RMAM
1785
Raab & Moskowitz Asset Management
New Jersey
$242K -$400 -4 -0.2%
WBC
1786
West Branch Capital
Massachusetts
$241K – – –
Obermeyer Wealth Partners
1787
Obermeyer Wealth Partners
Colorado
$241K -$19.3K -193 -7%
MWM
1788
Maltin Wealth Management
New Jersey
$241K +$1.6K +16 +0.7%
WA
1789
WealthTrust Axiom
Pennsylvania
$241K – – –
PWMA
1790
Pension & Wealth Management Advisors
Massachusetts
$240K +$11.7K +117 +5%
MHR
1791
Matthew Hamilton Rosenberg
$240K -$67.6K -676 -22%
KPP
1792
Kings Path Partners
Texas
$240K -$8.8K -88 -4%
RAM
1793
Reflection Asset Management
South Carolina
$240K – – –
AMIM
1794
Aull & Monroe Investment Management
Alabama
$239K +$241K +2,409 New
MFC
1795
Morris Financial Concepts
South Carolina
$239K -$300 -3 -0.1%
GWMR
1796
GC Wealth Management RIA
Massachusetts
$238K +$240K +2,402 New
ESB
1797
Essex Savings Bank
Connecticut
$238K +$7K +70 +3%
SWM
1798
SilverOak Wealth Management
Minnesota
$237K +$15.3K +153 +7%
FAN
1799
Financial Advisors Network
California
$237K +$6.1K +61 +3%
BMWS
1800
Brady Martz Wealth Solutions
North Dakota
$237K -$16.3K -163 -6%