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iShares Agency Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Ameliora Wealth Management
Switzerland
$27.6K – – –
AWM
127
Able Wealth Management
New Jersey
$22.6K +$22.1K +208 New
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$21.7K +$21.3K +200 New
KFS
129
Kelly Financial Services
Massachusetts
$20.4K +$213 +2 +1%
William Blair & Company
130
William Blair & Company
Illinois
$19.5K -$3.19K -30 -14%
Gradient Investments
131
Gradient Investments
Minnesota
$16.8K +$16.5K +155 New
TFA
132
Toth Financial Advisory
Virginia
$16.3K – – –
WP
133
WealthShield Partners
North Carolina
$14.4K -$343K -3,223 -96%
POIA
134
Pin Oak Investment Advisors
Texas
$12K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$11.4K +$11.2K +105 New
Clearstead Advisors
136
Clearstead Advisors
Ohio
$11.2K +$11K +103 New
GA
137
GoalVest Advisory
New York
$10.7K -$22.4K -210 -68%
FFA
138
Founders Financial Alliance
North Carolina
$10.6K – – –
JHCP
139
Jackson Hole Capital Partners
Oklahoma
$10.6K – – –
HBW
140
Hazlett, Burt & Watson
West Virginia
$10K – – –
NS
141
NBC Securities
Alabama
$9K -$56.7K -533 -86%
Bogart Wealth LLC
142
Bogart Wealth LLC
Virginia
$7.16K – – –
AIC
143
Archer Investment Corporation
Indiana
$6.4K +$106 +1 +2%
Bessemer Group
144
Bessemer Group
New Jersey
$6K +$5.64K +53 New
RTL
145
Red Tortoise LLC
Georgia
$4.88K – – –
Farther Finance Advisors
146
Farther Finance Advisors
California
$3.36K – – –
HR
147
Howe & Rusling
New York
$3.25K – – –
EverSource Wealth Advisors
148
EverSource Wealth Advisors
Alabama
$3.21K +$106 +1 +3%
NorthRock Partners
149
NorthRock Partners
Minnesota
$1.74K +$1.7K +16 New
AF
150
Advisornet Financial
Minnesota
$1.63K – – –