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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
101
American Portfolios Advisors
New York
$5.66K – – –
CIAS
102
Capital Investment Advisory Services
North Carolina
$5K +$5.12K +45 New
CFA
103
Camarda Financial Advisors
Florida
$3K – – –
CFA
104
Carroll Financial Associates
North Carolina
$3K – – –
SIS
105
Sound Income Strategies
Florida
$3K – – –
BFC
106
Bedel Financial Consulting
Indiana
$2K – – –
Geneos Wealth Management
107
Geneos Wealth Management
Colorado
$2K – – –
ACS
108
Archford Capital Strategies
Illinois
$2K +$1.94K +17 New
TFA
109
Transamerica Financial Advisors
Florida
$1K +$114 +1 New
LWS
110
Lucia Wealth Services
California
– -$123K -1,087 Closed
JP Morgan Chase
111
JP Morgan Chase
New York
– -$77K -679 Closed
BMM
112
Buffington Mohr McNeal
Idaho
– -$50K -443 Closed
IBOK
113
Independence Bank of Kentucky
Kentucky
– -$40K -350 Closed
GEA
114
Glen Eagle Advisors
New Jersey
– -$25.6K -225 Closed
Cetera Advisors
115
Cetera Advisors
Colorado
– -$21K -185 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
– -$18K -158 -99%
OWD
117
Osborn Williams & Donohoe
Ohio
– -$8K -69 Closed
GAM
118
Gemmer Asset Management
California
– -$4K -39 Closed
Wealthspire Advisors (Maryland)
119
Wealthspire Advisors (Maryland)
Maryland
– -$2K -18 Closed