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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAI
176
Savvy Advisors Inc
New York
$57.7M +$10.8M +107,820 +23%
CCM
177
Chaney Capital Management
Washington
$57.5M +$1.81M +18,054 +3%
RSWM
178
Robertson Stephens Wealth Management
California
$57.2M +$13M +129,129 +29%
PFPG
179
Pinnacle Financial Partners (Georgia)
Georgia
$57.1M +$57.3M +571,533 New
BC
180
Bricktown Capital
Michigan
$56.9M +$6.87M +68,475 +14%
Principal Financial Group
181
Principal Financial Group
Iowa
$56.6M +$40.7M +405,537 +251%
PPL
182
Planning Project LLC
Texas
$55.8M +$56.1M +558,699 New
AFC
183
Adaptive Financial Consulting
Ohio
$54.8M +$1.38M +13,771 +3%
KAS
184
Kestra Advisory Services
Texas
$53.8M +$7.53M +75,047 +16%
BF
185
BOK Financial
Oklahoma
$53.2M +$18.1M +180,632 +51%
M&T Bank
186
M&T Bank
New York
$53.2M -$2.21M -22,071 -4%
VAS
187
Vestmark Advisory Solutions
Massachusetts
$52.6M -$48.9M -487,052 -48%
AF
188
Allworth Financial
California
$51.8M +$3.07M +30,629 +6%
MWM
189
Mascoma Wealth Management
New Hampshire
$51.3M +$1.83M +18,195 +4%
LWPC
190
Legacy Wealth Partners (Colorado)
Colorado
$50.2M +$50.5M +502,840 New
GWM
191
GoalFusion Wealth Management
Texas
$49.9M -$272K -2,707 -0.5%
EH
192
Equitable Holdings
New York
$49.8M +$8.72M +86,886 +21%
EA
193
Efficient Advisors
Ohio
$49.4M -$12.7M -126,274 -20%
KP
194
Keel Point
Alabama
$49.2M +$3.18M +31,713 +7%
TPCW
195
TD Private Client Wealth
New York
$49.1M +$1.9M +18,896 +4%
RhumbLine Advisers
196
RhumbLine Advisers
Massachusetts
$47.9M -$3.91M -38,922 -8%
GP
197
Gridiron Partners
Pennsylvania
$47.7M +$258K +2,567 +0.5%
AFAS
198
Acorn Financial Advisory Services
Virginia
$47.2M +$6.76M +67,354 +17%
MCM
199
MAI Capital Management
Ohio
$47.1M +$5.46M +54,429 +13%
TCM
200
Twele Capital Management
Minnesota
$46.9M +$2.2M +21,930 +5%