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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
926
Mattern Wealth Management
Kansas
$857K -$204K -1,760 -19%
1WM
927
1900 Wealth Management
Texas
$849K -$5.48M -47,353 -86%
BSW
928
Buckingham Strategic Wealth
Missouri
$842K +$122K +1,051 +17%
FHC
929
First Heartland Consultants
Missouri
$835K -$953K -8,230 -53%
SFS
930
Summit Financial Strategies
Ohio
$833K +$98.3K +849 +13%
JSL
931
JT Stratford LLC
Georgia
$832K +$3.59K +31 +0.4%
AIC
932
Argus Investors Counsel
New York
$831K +$491K +4,240 +139%
RAM
933
Riggs Asset Management
Pennsylvania
$830K -$347 -3 -0%
FI
934
FormulaFolio Investments
Michigan
$824K -$21.2M -183,132 -96%
NA
935
Nottingham Advisors
New York
$823K -$98.9K -854 -11%
FMN
936
Financial Management Network
California
$822K -$108K -929 -11%
GWAM
937
Guardian Wealth Advisors (Minnesota)
Minnesota
$817K -$226K -1,951 -21%
MFG
938
Monumental Financial Group
Maryland
$811K +$825K +7,122 New
SCM
939
Stordahl Capital Management
Colorado
$810K +$13.7K +118 +2%
FC
940
Ferris Capital
Massachusetts
$806K – – –
SF
941
Summit Financial
New Jersey
$803K +$93.4K +807 +13%
EWM
942
Executive Wealth Management
Michigan
$802K -$8.74M -75,480 -91%
SFA
943
Souders Financial Advisors
Ohio
$800K +$813K +7,024 New
MAM
944
Madison Asset Management
Wisconsin
$795K -$301K -2,602 -27%
AWM
945
Affinity Wealth Management
Delaware
$793K -$302K -2,605 -27%
SIM
946
Stratos Investment Management
Ohio
$793K +$806K +6,963 New
WFA
947
Wellspring Financial Advisors
Ohio
$789K +$268K +2,313 +51%
SAF
948
Smith Anglin Financial
Texas
$788K -$2.61M -22,559 -77%
SLWS
949
Swaine & Leidel Wealth Services
Florida
$782K +$6.95K +60 +0.9%
WAG
950
Winthrop Advisory Group
Massachusetts
$777K +$8.34K +72 +1%
36 37
38
39 40