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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
801
Alpha Omega Wealth Management
Virginia
$175K – – –
FCMT
802
Founders Capital Management (Texas)
Texas
$174K – – –
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$168K +$168K +1,534 New
AFNAS
804
American Financial Network Advisory Services
California
$164K -$103K -946 -39%
BGC
805
Blue Granite Capital
South Carolina
$162K – – –
SFC
806
SYM Financial Corp
Indiana
$159K +$159K +1,452 New
IWP
807
Icon Wealth Partners
Texas
$155K +$155K +1,417 New
PGWM
808
Parisi Gray Wealth Management
New Jersey
$151K +$151K +1,381 New
LPIC
809
LeJeune Puetz Investment Counsel
Michigan
$145K – – –
AC
810
Avestar Capital
New York
$143K +$144K +1,313 New
GEA
811
Glen Eagle Advisors
New Jersey
$133K +$35.1K +321 +36%
BAM
812
Barrett Asset Management
New York
$132K +$21.9K +200 +20%
AAM
813
Alken Asset Management
United Kingdom
$131K -$5.14K -47 -4%
CHC
814
City Holding Co
West Virginia
$130K +$60.7K +555 +87%
CA
815
Crewe Advisors
Utah
$121K +$121K +1,111 New
DSC
816
Duncker Streett & Co
Missouri
$117K – – –
LGWM
817
Litman Gregory Wealth Management
California
$117K +$85.2K +779 +268%
RFM
818
Royal Fund Management
Florida
$112K +$105K +959 +1,314%
MLIC
819
Mandatum Life Insurance Company
Finland
$112K +$112K +1,020 New
SPI
820
Santori & Peters Inc
Pennsylvania
$110K +$113K +1,034 New
WWMSC
821
Wagner Wealth Management (South Carolina)
South Carolina
$109K +$109K +1,000 New
BCP
822
Blue Chip Partners
Michigan
$103K +$656 +6 +0.6%
GTAM
823
Global Trust Asset Management
Florida
$101K +$101K +924 New
HT
824
Heritage Trust
Oklahoma
$94K – – –
WAS
825
WESPAC Advisors SoCal
California
$92K +$13.1K +120 +17%
31 32
33
34 35