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iShares Core US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
176
Pinnacle Financial Partners (Georgia)
Georgia
$58.9M +$2.13M +21,295 +4%
AssetMark Inc
177
AssetMark Inc
California
$58.6M -$67.6M -675,310 -53%
RCG
178
Rock Creek Group
District of Columbia
$58.5M +$474K +4,739 +0.8%
CCM
179
Chaney Capital Management
Washington
$57.2M +$48.8K +488 +0.1%
AFC
180
Adaptive Financial Consulting
Ohio
$57M +$2.53M +25,281 +5%
BF
181
BOK Financial
Oklahoma
$56.5M +$3.63M +36,313 +7%
CFB
182
Cullen/Frost Bankers
Texas
$55.5M -$46.2M -462,227 -45%
AF
183
Allworth Financial
California
$55.4M +$4M +39,938 +8%
SAM
184
Smartleaf Asset Management
Massachusetts
$54.6M +$11.2M +111,475 +25%
BC
185
Bricktown Capital
Michigan
$53.8M -$2.74M -27,369 -5%
AFAS
186
Acorn Financial Advisory Services
Virginia
$53.2M +$6.37M +63,693 +13%
EH
187
Equitable Holdings
New York
$53.2M +$3.48M +34,777 +7%
VAS
188
Vestmark Advisory Solutions
Massachusetts
$53M +$695K +6,943 +1%
STA
189
Summit Trail Advisors
New York
$53M +$9.23M +92,260 +21%
CFFNO
190
Common Fund For Nonprofit Organizations
Connecticut
$53M +$7.24M +72,408 +16%
HI
191
Horizon Investments
North Carolina
$52.2M +$28.2M +281,731 +114%
KP
192
Keel Point
Alabama
$52M +$3.15M +31,458 +6%
GWM
193
GoalFusion Wealth Management
Texas
$52M +$2.39M +23,877 +5%
MWM
194
Mascoma Wealth Management
New Hampshire
$50.3M -$686K -6,853 -1%
FWA
195
FORM Wealth Advisors
Wisconsin
$50.3M -$27.2M -271,833 -35%
MCM
196
MAI Capital Management
Ohio
$50.1M +$3.29M +32,842 +7%
Citadel Advisors
197
Citadel Advisors
Florida
$49.8M -$11.3M -112,708 -18%
LS
198
Liquid Strategies
Georgia
$49.5M +$17M +170,280 +52%
TPCW
199
TD Private Client Wealth
New York
$49.1M +$298K +2,983 +0.6%
AI
200
Atria Investments
North Carolina
$49.1M +$16.3M +163,226 +49%