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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
126
Beese Fulmer Investment Management
Ohio
$5K +$4.83K +40 New
TFA
127
Toth Financial Advisory
Virginia
$4K +$3.74K +31 New
CAAS
128
Capital Asset Advisory Services
Michigan
$3K – – –
CAC
129
Certified Advisory Corp
Florida
$2K -$17.5K -145 -89%
BFC
130
Bedel Financial Consulting
Indiana
$2K – – –
William Blair & Company
131
William Blair & Company
Illinois
$1K – – –
TFA
132
Transamerica Financial Advisors
Florida
$1K +$121 +1 New
IF
133
Ironwood Financial
Arizona
$1K +$845 +7 New
RWA
134
Redhawk Wealth Advisors
Minnesota
– -$4.53M -37,605 Closed
CFG
135
Cooper Financial Group
California
– -$1.8M -14,893 Closed
CAGAS
136
Capital Advisory Group Advisory Services
Minnesota
– -$1.74M -14,452 Closed
VFM
137
Vivid Financial Management
California
– -$857K -7,111 Closed
Csenge Advisory Group
138
Csenge Advisory Group
Florida
– -$816K -6,770 Closed
HGWM
139
Horst & Graben Wealth Management
Oregon
– -$758K -6,285 Closed
Alesco Advisors
140
Alesco Advisors
New York
– -$603K -5,000 Closed
TNB
141
TCF National Bank
South Dakota
– -$371K -3,080 Closed
W
142
WealthOne
New York
– -$294K -2,437 Closed
WAS
143
Winch Advisory Services
Wisconsin
– -$245K -2,032 Closed
CST
144
Charles Schwab Trust
Nevada
– -$225K -1,867 Closed
Farmers & Merchants Investments Inc
145
Farmers & Merchants Investments Inc
Nebraska
– -$74K -610 Closed
AIS
146
Accurate Investment Solutions
Pennsylvania
– -$66K -548 Closed
NFG
147
Next Financial Group
Texas
– -$64K -533 Closed
FCB
148
First Command Bank
Texas
– -$46K -384 Closed
FCFS
149
First Command Financial Services
Texas
– -$46K -384 Closed
Advisory Services Network
150
Advisory Services Network
Georgia
– -$30K -244 Closed