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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
1151
Laird Norton Wetherby Wealth Management
California
$424K -$48K -467 -10%
SIM
1152
SSI Investment Management
California
$423K -$22.5M -218,543 -98%
SB
1153
Strategic Blueprint
Georgia
$423K +$46.7K +454 +12%
AIM
1154
Alhambra Investment Management
Florida
$419K +$43.5K +423 +11%
MCWA
1155
Meadow Creek Wealth Advisors
Georgia
$418K -$7.19K -70 -2%
IFPG
1156
Intrepid Financial Planning Group
Indiana
$418K +$423K +4,115 New
ORC
1157
O'Rourke & Company
Massachusetts
$417K -$240K -2,331 -36%
PNAA
1158
Pictet North America Advisors
Switzerland
$417K – – –
DAM
1159
Delta Asset Management
Tennessee
$416K -$5.24K -51 -1%
PMA
1160
Prudent Man Advisors
Illinois
$415K – – –
CIP
1161
Chartwell Investment Partners
Pennsylvania
$414K – – –
SFO
1162
Stokes Family Office
Louisiana
$413K -$244K -2,375 -37%
BWP
1163
BSW Wealth Partners
Colorado
$413K -$4.52K -44 -1%
WCFA
1164
Walkner Condon Financial Advisors
Wisconsin
$406K -$155K -1,504 -27%
BA
1165
Bridge Advisory
California
$406K +$105K +1,021 +34%
JCM
1166
Janney Capital Management
Pennsylvania
$406K +$411K +3,997 New
BPWM
1167
Badgley Phelps Wealth Managers
Washington
$398K -$26.1K -254 -6%
UWPG
1168
Ullmann Wealth Partners Group
Florida
$396K -$3.63M -35,302 -90%
TPWM
1169
Twelve Points Wealth Management
Massachusetts
$395K -$17.1K -166 -4%
HCM
1170
Hudson Capital Management
New Jersey
$391K -$16K -156 -4%
SRC
1171
Sage Rhino Capital
California
$391K -$1.75K -17 -0.4%
DWM
1172
Darwin Wealth Management
Florida
$389K -$60.1K -585 -13%
MPCG
1173
Matrix Private Capital Group
New York
$389K +$18.4K +179 +5%
DP
1174
DDD Partners
Washington
$388K -$16.5M -160,830 -98%
EA
1175
Emerald Advisors
Washington
$387K +$45K +438 +13%
45 46
47
48 49