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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1076
9258 Wealth Management
Ohio
– -$276K -2,480 Closed
FPFS
1077
First Personal Financial Services
North Carolina
– -$269K -2,418 Closed
COI
1078
Connable Office Inc
Michigan
– -$224K -2,013 Closed
JA
1079
JVL Associates
Michigan
– -$224K -2,012 Closed
WAM
1080
Wealthspire Advisors (Maryland)
Maryland
– -$212K -1,903 Closed
SAM
1081
Selway Asset Management
– -$211K -1,898 Closed
AOWM
1082
Alpha Omega Wealth Management
Virginia
– -$155K -1,393 Closed
IWA
1083
IBEX Wealth Advisors
New Jersey
– -$128K -1,158 Closed
DSC
1084
Duncker Streett & Co
Missouri
– -$119K -1,070 Closed
SFG
1085
SevenBridge Financial Group
Pennsylvania
– -$99K -887 Closed
VC
1086
Vestor Capital
Illinois
– -$85K -764 Closed
MWC
1087
MKD Wealth Coaches
Michigan
– -$54K -489 Closed
AC
1088
Avestar Capital
New York
– -$50K -452 Closed
JAM
1089
JCIC Asset Management
Ontario, Canada
– -$49K -440 Closed
HCM
1090
HMS Capital Management
Tennessee
– -$34K -309 Closed
RWA
1091
Redhawk Wealth Advisors
Minnesota
– -$26K -235 Closed
SMFS
1092
Squar Milner Financial Services
California
– -$24K -214 Closed
ACS
1093
Archford Capital Strategies
Illinois
– -$22K -200 Closed
CH
1094
Canton Hathaway
Rhode Island
– -$19K -173 Closed
LA
1095
Legacy Advisors
Pennsylvania
– -$15K -133 Closed
BCMIO
1096
Beacon Capital Management Inc (Ohio)
Ohio
– -$10K -92 Closed
FCB
1097
First Command Bank
Texas
– +$112 +1 New
FCFS
1098
First Command Financial Services
Texas
– +$112 +1 New
APSP
1099
Asset Planning Services (Pennsylvania)
Pennsylvania
– +$337 +3 New
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