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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
1026
Jacobson & Schmitt Advisors
Wisconsin
$537K -$1.51K -13 -0.3%
IWMA
1027
Ironwood Wealth Management (Arizona)
Arizona
$531K – – –
LNWWM
1028
Laird Norton Wetherby Wealth Management
California
$531K +$580 +5 +0.1%
TPA
1029
Trivium Point Advisory
Connecticut
$530K +$77.2K +666 +17%
TCA
1030
Transcend Capital Advisors
New Jersey
$526K +$273K +2,358 +105%
CCA
1031
Childress Capital Advisors
Texas
$525K +$38.9K +336 +8%
FOA
1032
Five Oceans Advisors
California
$525K +$530K +4,569 New
WWM
1033
Wolff Wiese Magana
California
$524K -$19.5K -168 -4%
HCM
1034
Hudson Capital Management
New Jersey
$524K +$196K +1,693 +59%
LWM
1035
Lyell Wealth Management
California
$523K – – –
HWM
1036
Hemington Wealth Management
Virginia
$522K +$1.62K +14 +0.3%
WA
1037
Wealthstar Advisors
Texas
$520K -$13.9K -120 -3%
WW
1038
Westshore Wealth
California
$514K +$18K +155 +4%
IWN
1039
Independent Wealth Network
Iowa
$512K +$519K +4,478 New
BFG
1040
Berger Financial Group
Minnesota
$509K -$11K -95 -2%
BPWM
1041
Badgley Phelps Wealth Managers
Washington
$509K +$514K +4,431 New
RTS
1042
Round Table Services
New Jersey
$506K +$5.91K +51 +1%
FIM
1043
Fernwood Investment Management
Massachusetts
$505K +$242K +2,086 +90%
SSC
1044
Syverson Strege & Co
Iowa
$504K -$35.2K -304 -6%
SAM
1045
SignalPoint Asset Management
Missouri
$504K – – –
HFA
1046
High Falls Advisors
New York
$503K -$9.85K -85 -2%
WIA
1047
Westbourne Investment Advisors
Maryland
$498K +$168K +1,452 +50%
SWA
1048
SOA Wealth Advisors
New York
$495K -$8.58K -74 -2%
CA
1049
Continuum Advisory
Idaho
$495K +$27.8K +240 +6%
KCM
1050
Kanawha Capital Management
Virginia
$494K – – –
40 41
42
43 44