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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1151
D'Orazio & Associates
Virginia
$38K – – –
RFWA
1152
RPg Family Wealth Advisory
Massachusetts
$37.3K – – –
BCA
1153
Berman Capital Advisors
Georgia
$36K -$40.3K -354 -53%
FPB
1154
First PREMIER Bank
South Dakota
$35K +$20.1K +176 +141%
SC
1155
Steph & Co
Wisconsin
$34K -$15K -132 -31%
TIM
1156
Tortoise Investment Management
New York
$31K -$6.61K -58 -18%
ACA
1157
Aptus Capital Advisors
Alabama
$31K – – –
WAS
1158
Winch Advisory Services
Wisconsin
$31K – – –
VCP
1159
Verus Capital Partners
Arizona
$31K +$30.2K +265 New
WLPWM
1160
Walled Lake Planning & Wealth Management
Illinois
$30K +$29.4K +258 New
SA
1161
SRH Advisors
Kansas
$29K – – –
EWM
1162
EPG Wealth Management
Georgia
$28K -$12.2K -107 -30%
BFC
1163
Bedel Financial Consulting
Indiana
$28K +$23.5K +206 +557%
EI
1164
Ellevest Inc
New York
$28K +$27.2K +239 New
WQ
1165
Wealth Quarterback
New Jersey
$27.9K – – –
SMFS
1166
Squar Milner Financial Services
California
$24K – – –
FDCDDQ
1167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K -$22.1K -194 -49%
SQA
1168
Simon Quick Advisors
New Jersey
$23K -$229K -2,009 -91%
CWC
1169
Carolinas Wealth Consulting
North Carolina
$23K +$2.05K +18 +10%
EDRH
1170
Edmond de Rothschild Holding
Switzerland
$23K +$22.8K +200 New
BWM
1171
Baystate Wealth Management
Massachusetts
$23K +$23K +202 New
HDIM
1172
Hanson & Doremus Investment Management
Vermont
$22K -$4.79K -42 -18%
AWM
1173
AllSquare Wealth Management
New York
$22K – – –
CB
1174
CNB Bank
Pennsylvania
$22K – – –
FRA
1175
Front Row Advisors
California
$22K – – –
45 46
47
48 49