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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
901
Horan Securities
United States
$206K -$138K -1,263 -41%
RWM
902
Ritholtz Wealth Management
New York
$206K +$203K +1,853 New
BPA
903
Beacon Pointe Advisors
California
$206K +$203K +1,859 New
LA
904
LexAurum Advisors
Kansas
$205K -$44.7K -409 -18%
DI
905
DFPG Investments
Utah
$204K -$57.6K -527 -22%
QCM
906
Quest Capital Management
Texas
$202K +$199K +1,818 New
FLI
907
Family Legacy Inc
South Carolina
$200K +$196K +1,797 New
CIAS
908
Capital Investment Advisory Services
North Carolina
$198K +$35.8K +327 +23%
FWM
909
Focused Wealth Management
New York
$197K -$249K -2,277 -56%
SCM
910
Silvant Capital Management
Georgia
$195K – – –
SQA
911
Simon Quick Advisors
New Jersey
$188K +$29.6K +271 +19%
PFO
912
Pathstone Family Office
New Jersey
$179K +$109 +1 +0.1%
CHC
913
City Holding Co
West Virginia
$178K -$12K -110 -6%
BCP
914
Blue Chip Partners
Michigan
$160K -$22.6K -207 -13%
SFC
915
SYM Financial Corp
Indiana
$160K -$8.31K -76 -5%
PMFA
916
Plante Moran Financial Advisors
Michigan
$159K +$124K +1,138 +390%
LWA
917
Lowe Wealth Advisors
Maryland
$157K – – –
1IA
918
1834 Investment Advisors
Wisconsin
$156K -$1.64K -15 -1%
AOWM
919
Alpha Omega Wealth Management
Virginia
$155K +$109 +1 +0.1%
GWA
920
Guidant Wealth Advisors
Illinois
$152K – – –
DOA
921
D'Orazio & Associates
Virginia
$138K – – –
HPC
922
HM Payson & Co
Maine
$137K +$135K +1,231 New
IWA
923
IBEX Wealth Advisors
New Jersey
$128K +$127K +1,158 New
BAM
924
Belpointe Asset Management
Nevada
$123K +$120K +1,101 New
DSC
925
Duncker Streett & Co
Missouri
$119K +$219 +2 +0.2%
35 36
37
38 39