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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1101
LifePlan Financial Group
Ohio
$293K – – –
CSM
1102
CAMG Solamere Management
North Carolina
$291K +$45.7K +390 +19%
TPA
1103
Trivium Point Advisory
Connecticut
$289K +$286K +2,447 New
BL
1104
BCWM LLC
Kansas
$288K +$285K +2,436 New
GIM
1105
Greenwich Investment Management
Connecticut
$287K -$102K -875 -27%
WPW
1106
Waldron Private Wealth
Pennsylvania
$287K -$45K -384 -14%
WDL
1107
Well Done LLC
Michigan
$283K -$234 -2 -0.1%
DY
1108
Dowling & Yahnke
California
$283K +$6.2K +53 +2%
APW
1109
Acima Private Wealth
Virginia
$278K +$117K +1,002 +74%
SWPG
1110
Strategic Wealth Partners Group
Illinois
$276K -$804K -6,865 -75%
AMIM
1111
Aull & Monroe Investment Management
Alabama
$276K +$273K +2,333 New
SHWM
1112
Silicon Hills Wealth Management
Texas
$275K -$23.5K -201 -8%
DP
1113
Dearborn Partners
Illinois
$274K – – –
ODCM
1114
Old Dominion Capital Management
Virginia
$274K – – –
CQS
1115
Credential Qtrade Securities
$273K – – –
CPA
1116
Clear Perspective Advisors
Illinois
$273K – – –
TF
1117
Trek Financial
Arizona
$273K +$271K +2,311 New
QPWM
1118
Quadrant Private Wealth Management
Pennsylvania
$272K +$14.6K +125 +6%
BONST
1119
Bank of Nova Scotia Trust
Ontario, Canada
$272K +$269K +2,300 New
BWM
1120
Brickley Wealth Management
California
$267K -$23.3K -199 -8%
MCM
1121
Mengis Capital Management
Oregon
$266K +$47.2K +403 +22%
AWM
1122
Atticus Wealth Management
Florida
$265K -$3.21M -27,448 -92%
MAS
1123
Managed Account Services
Florida
$265K +$260K +2,224 New
TC
1124
TownSquare Capital
Utah
$264K -$217K -1,854 -45%
THWM
1125
Taylor Hoffman Wealth Management
Virginia
$263K – – –
43 44
45
46 47