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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
951
D'Orazio & Associates
Virginia
$191K +$50.6K +450 +36%
FGAM
952
Financial Gravity Asset Management
Texas
$184K -$777K -6,908 -81%
PFO
953
Pathstone Family Office
New Jersey
$183K -$112 -1 -0.1%
CHC
954
City Holding Co
West Virginia
$181K – – –
1IA
955
1834 Investment Advisors
Wisconsin
$175K +$16K +142 +10%
LWA
956
Lowe Wealth Advisors
Maryland
$160K – – –
SFC
957
SYM Financial Corp
Indiana
$159K -$3.48K -31 -2%
GWA
958
Guidant Wealth Advisors
Illinois
$154K +$225 +2 +0.1%
G
959
Gainplan
Michigan
$153K +$152K +1,354 New
BCP
960
Blue Chip Partners
Michigan
$146K -$16.3K -145 -10%
SIC
961
Salem Investment Counselors
North Carolina
$134K +$22.4K +199 +20%
TFA
962
Toth Financial Advisory
Virginia
$129K +$16.9K +150 +15%
IWMA
963
Ironwood Wealth Management (Arizona)
Arizona
$128K +$16.5K +147 +15%
AWMS
964
Advocacy Wealth Management Services
Georgia
$126K +$125K +1,109 New
FA
965
Forefront Analytics
Pennsylvania
$117K +$116K +1,028 New
APW
966
Acima Private Wealth
Virginia
$114K +$1.24K +11 +1%
SB
967
Strategic Blueprint
Georgia
$110K +$110K +976 New
CAC
968
Certified Advisory Corp
Florida
$105K +$675 +6 +0.7%
WC
969
Westwind Capital
New Mexico
$102K -$12.1K -108 -11%
CIAS
970
Capital Investment Advisory Services
North Carolina
$95K -$105K -933 -53%
MWP
971
MYCIO Wealth Partners
Pennsylvania
$93K +$84.2K +749 +986%
CCM
972
Covington Capital Management
California
$91K – – –
TFA
973
Transamerica Financial Advisors
Florida
$89K -$2.42M -21,491 -96%
GWAG
974
Garrett Wealth Advisory Group
Texas
$82.8K +$82.2K +731 New
AWA
975
Artemis Wealth Advisors
New York
$81.5K – – –
37 38
39
40 41