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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$41K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$38K
KFS
128
Kelly Financial Services
Massachusetts
$36.1K +$36.3K +306 New
EP
129
Eudaimonia Partners
Tennessee
$36K +$36.5K +307 New
GRP
130
Global Retirement Partners
California
$34K -$2.61K -22 -7%
SIS
131
Sound Income Strategies
Florida
$33.1K
APA
132
American Portfolios Advisors
New York
$31.1K -$188K -1,580 -86%
AWM
133
Accel Wealth Management
Iowa
$31K
GEA
134
Glen Eagle Advisors
New Jersey
$30K -$6.89K -58 -19%
FPS
135
Fieldpoint Private Securities
Connecticut
$29K
APC
136
Aspire Private Capital
North Carolina
$16K -$8.91K -75 -36%
CHA
137
Carmichael Hill & Associates
Maryland
$16K
ME
138
McIlrath & Eck
Washington
$15K
TLFA
139
True Link Financial Advisors
California
$15K +$14.8K +125 New
Fidelity Investments
140
Fidelity Investments
Massachusetts
$14K +$5.94K +50 +70%
FFA
141
Founders Financial Alliance
North Carolina
$13K +$594 +5 +5%
APWM
142
Atlas Private Wealth Management
New York
$12K -$12.2K -103 -50%
JPLA
143
Joseph P. Lucia & Associates
New York
$9K +$9.5K +80 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$8K
IRC
145
Investors Research Corp
Georgia
$8K +$8.07K +68 New
ACM
146
Allred Capital Management
Texas
$7.06K +$7.13K +60 New
WP
147
WealthShield Partners
North Carolina
$6K -$615K -5,179 -99%
IAS
148
IMA Advisory Services
Colorado
$6K
Kayne Anderson Rudnick Investment Management
149
Kayne Anderson Rudnick Investment Management
California
$4K -$238 -2 -6%
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$4K