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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1151
Wealth Alliance Advisory Group
Kansas
$238K +$239K +2,013 New
WGCA
1152
Wolf Group Capital Advisors
Virginia
$236K +$237K +1,997 New
OC
1153
Oakworth Capital
Alabama
$232K – – –
BONST
1154
Bank of Nova Scotia Trust
Ontario, Canada
$231K -$40.7K -343 -15%
LWM
1155
Lyell Wealth Management
California
$231K +$232K +1,953 New
WA
1156
Wealth Architects
California
$231K +$232K +1,954 New
LS
1157
Leelyn Smith
Illinois
$230K -$5.69K -48 -2%
NB
1158
NBT Bank
New York
$229K – – –
ODIJL
1159
One Day In July LLC
Vermont
$226K +$227K +1,915 New
ARG
1160
Advisory Resource Group
Oklahoma
$224K +$2.85K +24 +1%
FPCM
1161
Financial Partners Capital Management
New York
$223K – – –
BWFA
1162
Baltimore-Washington Financial Advisors
Maryland
$222K -$35.6K -300 -14%
AFA
1163
American Financial Advisors
Georgia
$222K +$3.92K +33 +2%
FLI
1164
Family Legacy Inc
South Carolina
$221K +$222K +1,874 New
HWM
1165
Hohimer Wealth Management
Washington
$220K +$222K +1,869 New
PFO
1166
Pathstone Family Office
New Jersey
$217K – – –
TAM
1167
Townsend Asset Management
North Carolina
$217K +$237 +2 +0.1%
BJ
1168
Brouwer & Janachowski
California
$214K -$5.58K -47 -3%
CGFA
1169
Colton Groome Financial Advisors
North Carolina
$214K – – –
CC
1170
Copperleaf Capital
North Carolina
$213K – – –
FANJ
1171
Financial Architects (New Jersey)
New Jersey
$213K – – –
IBOK
1172
Independence Bank of Kentucky
Kentucky
$210K +$140K +1,177 +196%
MC
1173
Moors & Cabot
Massachusetts
$210K +$210K +1,773 New
SFO
1174
Stokes Family Office
Louisiana
$210K +$211K +1,777 New
RWM
1175
Reston Wealth Management
Virginia
$209K +$712 +6 +0.3%
45 46
47
48 49