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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$9K – – –
FWP
127
FAS Wealth Partners
Kansas
$8.94K -$58.3K -548 -87%
William Blair & Company
128
William Blair & Company
Illinois
$8.01K -$153K -1,434 -95%
CoreCap Advisors
129
CoreCap Advisors
Michigan
$7.98K +$7.98K +75 New
IAS
130
IMA Advisory Services
Colorado
$6.28K +$638 +6 +11%
PMFA
131
Plante Moran Financial Advisors
Michigan
$6.28K +$6.28K +59 New
Ancora Advisors
132
Ancora Advisors
Ohio
$6K +$6.49K +61 New
RTL
133
Red Tortoise LLC
Georgia
$4.64K +$4.68K +44 New
Steward Partners Investment Advisory
134
Steward Partners Investment Advisory
New York
$3.62K – – –
ME
135
McIlrath & Eck
Washington
$1.7K -$12.2K -115 -88%
Kayne Anderson Rudnick Investment Management
136
Kayne Anderson Rudnick Investment Management
California
$744 – – –
Salem Investment Counselors
137
Salem Investment Counselors
North Carolina
$639 +$638 +6 New
TAM
138
Tucker Asset Management
Colorado
$534 – – –
Larson Financial Group
139
Larson Financial Group
Missouri
$213 – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$106 – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$106 +$106 +1 New
NewEdge Advisors
142
NewEdge Advisors
Louisiana
$11 +$10.7K +101 New
Citadel Advisors
143
Citadel Advisors
Florida
– -$4.9M -45,982 Closed
LI
144
LMCG Investments
Massachusetts
– -$4.11M -38,543 Closed
CM
145
Columbus Macro
Pennsylvania
– -$1.06M -9,980 Closed
TSA
146
Tri-Star Advisors
Texas
– -$994K -9,374 Closed
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
– -$726K -6,816 Closed
TCWM
148
Total Clarity Wealth Management
Illinois
– -$606K -5,694 Closed
KCM
149
Karp Capital Management
California
– -$495K -4,652 Closed
FA
150
Fermata Advisors
California
– -$300K -2,813 Closed