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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
751
Wealthstar Advisors
Texas
$399K +$394K +3,670 New
MHS
752
M Holdings Securities
Oregon
$392K -$26.7K -249 -6%
LNWWM
753
Laird Norton Wetherby Wealth Management
California
$390K +$7.93K +74 +2%
SWM
754
Sequoia Wealth Management
Illinois
$388K +$383K +3,571 New
CAM
755
Cubic Asset Management
Massachusetts
$385K -$8.36K -78 -2%
BMCM
756
Bryn Mawr Capital Management
Pennsylvania
$384K -$20.1K -187 -5%
EAM
757
Evanson Asset Management
California
$380K +$27K +252 +8%
CSM
758
CAMG Solamere Management
North Carolina
$379K – – –
MFT
759
Moisand Fitzgerald Tamayo
Florida
$376K +$965 +9 +0.3%
WIA
760
Wealthstreet Investment Advisors
Texas
$372K +$20.5K +191 +6%
ATC
761
Adirondack Trust Company
New York
$364K – – –
RWA
762
River Wealth Advisors
Pennsylvania
$363K -$4.18K -39 -1%
PGAM
763
Princeton Global Asset Management
New Jersey
$362K -$30.9K -288 -8%
PCM
764
Penn Capital Management
Pennsylvania
$361K +$355K +3,312 New
GIM
765
Greenwich Investment Management
Connecticut
$360K – – –
NEIRG
766
New England Investment & Retirement Group
Massachusetts
$360K +$354K +3,297 New
DWT
767
Dorsey & Whitney Trust
South Dakota
$360K +$354K +3,298 New
CF
768
Centaurus Financial
California
$357K +$29.7K +277 +9%
SWP
769
Strategic Wealth Partners
Ohio
$355K -$1.82K -17 -0.5%
GT
770
Glenview Trust
Kentucky
$353K -$19.9K -186 -5%
BSW
771
Buckingham Strategic Wealth
Missouri
$352K -$703K -6,556 -67%
LWA
772
Lenox Wealth Advisors
New York
$352K -$13.3K -124 -4%
CA
773
Claro Advisors
Massachusetts
$352K -$11.9K -111 -3%
DC
774
Davenport & Co
Virginia
$351K -$142K -1,320 -29%
MGI
775
MayTech Global Investments
New York
$349K – – –
29 30
31
32 33