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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
126
Carmichael Hill & Associates
Maryland
$15K -$13.7K -124 -48%
ACM
127
Antonetti Capital Management
Florida
$14K – – –
ME
128
McIlrath & Eck
Washington
$14K – – –
FFA
129
Founders Financial Alliance
North Carolina
$11K -$22.3K -202 -66%
HBW
130
Hazlett, Burt & Watson
West Virginia
$10K – – –
CoreCap Advisors
131
CoreCap Advisors
Michigan
$8K +$8.27K +75 New
IAS
132
IMA Advisory Services
Colorado
$6K – – –
Bogart Wealth LLC
133
Bogart Wealth LLC
Virginia
$5K -$6.29K -57 -55%
FMP
134
Financial Management Professionals
Texas
$5K +$4.85K +44 New
Steward Partners Investment Advisory
135
Steward Partners Investment Advisory
New York
$4K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.31K +30 +429%
TFA
137
Transamerica Financial Advisors
Florida
$4K +$3.42K +31 New
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$3K -$9.15K -83 -73%
COCM
139
Charter Oak Capital Management
New Hampshire
$3K – – –
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$1K – – –
TAM
141
Tucker Asset Management
Colorado
$550 – – –
UIA
142
UBP Investment Advisors
Switzerland
– -$9.84M -266,551 Closed
FAP
143
Financial Advisory Partners
Florida
– -$1.72M -15,307 Closed
BRC
144
Bell Rock Capital
Delaware
– -$1.27M -11,437 Closed
Meitav Investment House
145
Meitav Investment House
Israel
– -$974K -8,691 Closed
Atria Wealth Solutions
146
Atria Wealth Solutions
New York
– -$850K -7,566 Closed
CL
147
CPWM LLC
Washington
– -$575K -5,124 Closed
HWIS
148
Hancock Whitney Investment Services
Louisiana
– -$548K -4,880 Closed
55I LLC
149
55I LLC
Massachusetts
– -$421K -3,751 Closed
MC
150
Matisse Capital
Oregon
– -$416K -3,700 Closed