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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$361K +$1.76K +16 +0.5%
PFG
77
Pacific Financial Group
Washington
$356K +$102K +926 +40%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$347K +$8.48K +77 +2%
UAS
79
United Asset Strategies
New York
$336K +$3.19K +29 +1%
SJL
80
Shayne & Jacobs LLC
Tennessee
$333K
SP
81
Sequent Planning
Nebraska
$322K
PTC
82
Private Trust Company
Ohio
$315K +$19.1K +173 +6%
Goldman Sachs
83
Goldman Sachs
New York
$308K -$2.4M -21,830 -89%
EWM
84
Evercore Wealth Management
New York
$303K
AWM
85
Avior Wealth Management
Nebraska
$286K -$5.18K -47 -2%
MF
86
Montis Financial
Massachusetts
$285K -$186K -1,686 -39%
FFG
87
Fiduciary Financial Group
California
$267K
SP
88
Stablepoint Partners
Massachusetts
$267K +$268K +2,434 New
TCIIS
89
TIAA-CREF Individual & Institutional Services
New York
$263K +$264K +2,394 New
AAP
90
Arax Advisory Partners
Colorado
$256K +$551 +5 +0.2%
ATC
91
Argent Trust Co
Tennessee
$247K
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$247K -$119K -1,083 -33%
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$246K -$747K -6,785 -75%
DF
94
Daviman Financial
Indiana
$245K -$280K -2,540 -53%
KAS
95
Kestra Advisory Services
Texas
$241K -$15.8K -143 -6%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$224K +$225K +2,045 New
PGA
97
Portland Global Advisors
Maine
$219K
SG
98
StoneX Group
New York
$219K -$661 -6 -0.3%
Corient Private Wealth
99
Corient Private Wealth
Florida
$219K +$14.2K +129 +7%
MBT
100
Montecito Bank & Trust
California
$217K