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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
951
Stordahl Capital Management
Colorado
$827K +$45.1K +383 +6%
AA
952
ACT Advisors
North Carolina
$821K +$818K +6,946 New
SLWS
953
Swaine & Leidel Wealth Services
Florida
$805K -$27.6K -234 -3%
MWM
954
Madison Wealth Management
Ohio
$805K +$96.6K +820 +14%
SP
955
Successful Portfolios
Florida
$803K +$9.31K +79 +1%
WAG
956
Winthrop Advisory Group
Massachusetts
$798K +$543K +4,609 +215%
BWAM
957
Boyd Watterson Asset Management
Ohio
$794K +$17.6K +149 +2%
HWA
958
Heritage Wealth Advisors
Virginia
$793K -$135K -1,144 -15%
SMG
959
Spectrum Management Group
Indiana
$790K -$58.8K -499 -7%
GM
960
GeoWealth Management
Illinois
$787K +$66K +560 +9%
AIP
961
Almanack Investment Partners
Pennsylvania
$785K -$56.8K -482 -7%
CTC
962
Central Trust Company
Missouri
$781K +$235K +1,996 +43%
CBFP
963
Cedar Brook Financial Partners
Ohio
$774K +$86.6K +735 +13%
SCA
964
Stillwater Capital Advisors
Pennsylvania
$773K – – –
AIS
965
American Investment Services
Massachusetts
$766K -$942 -8 -0.1%
SFS
966
Summit Financial Strategies
Ohio
$765K +$116K +983 +18%
LIM
967
Leavell Investment Management
Alabama
$759K +$123K +1,045 +19%
PC
968
Permanens Capital
New York
$757K +$290K +2,464 +62%
LL
969
LPWM LLC
Minnesota
$752K -$1.36M -11,521 -64%
IC
970
Inscription Capital
Texas
$751K -$219K -1,855 -23%
BSW
971
Buckingham Strategic Wealth
Missouri
$750K +$286K +2,431 +62%
EAM
972
Evanson Asset Management
California
$749K +$1.3K +11 +0.2%
GCA
973
Gradient Capital Advisors
California
$745K – – –
RWM
974
RKL Wealth Management
Pennsylvania
$743K -$33.5K -284 -4%
SF
975
Summit Financial
New Jersey
$739K +$59.1K +502 +9%
37 38
39
40 41