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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
76
Global Retirement Partners
California
$217K +$9.39K +81 +5%
IC
77
Innealta Capital
Texas
$214K +$1.27K +11 +0.6%
CST
78
Charles Schwab Trust
Nevada
$208K +$207K +1,788 New
Whittier Trust
79
Whittier Trust
California
$174K -$93.1K -803 -35%
MUFG Americas
80
MUFG Americas
New York
$143K -$3.94K -34 -3%
Belpointe Asset Management
81
Belpointe Asset Management
Nevada
$133K +$133K +1,143 New
CYG
82
Clean Yield Group
Vermont
$115K -$1.85K -16 -2%
LFG
83
LifePlan Financial Group
Ohio
$110K +$10.4K +90 +11%
First Allied Advisory Services
84
First Allied Advisory Services
California
$105K +$104K +897 New
Ameritas Investment Partners
85
Ameritas Investment Partners
Nebraska
$90K +$9.28K +80 +11%
Federation des caisses Desjardins du Quebec
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.7K – – –
PFGIA
87
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$34.8K +300 +108%
Farmers & Merchants Investments Inc
88
Farmers & Merchants Investments Inc
Nebraska
$66K – – –
NFG
89
Next Financial Group
Texas
$62K – – –
Steward Partners Investment Advisory
90
Steward Partners Investment Advisory
New York
$49K – – –
CAC
91
Certified Advisory Corp
Florida
$47K – – –
BAM
92
BTS Asset Management
Massachusetts
$46K – – –
FCB
93
First Command Bank
Texas
$45K – – –
FCFS
94
First Command Financial Services
Texas
$45K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$38K – – –
Sowell Financial Services
96
Sowell Financial Services
Arkansas
$35K +$35.1K +303 New
IFP Advisors
97
IFP Advisors
Florida
$27K +$26.9K +232 New
APA
98
American Portfolios Advisors
New York
$24.3K +$18.4K +159 +324%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$17K +$16.5K +142 +7,100%
ME
100
McIlrath & Eck
Washington
$15K – – –