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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
1151
Valley Forge Investment Consultants
Pennsylvania
$774K +$6.18K +64 +0.8%
NWA
1152
New World Advisors
Massachusetts
$772K -$1.85M -19,158 -71%
TPWA
1153
Twin Peaks Wealth Advisors
California
$768K -$371K -3,847 -33%
AA
1154
Axiom Advisory
California
$766K +$766K +7,935 New
OWM
1155
Orgel Wealth Management
Wisconsin
$765K +$413K +4,282 +119%
CW
1156
CIC Wealth
Maryland
$757K +$34.9K +362 +5%
NWM
1157
Napa Wealth Management
California
$751K +$747K +7,737 New
SP
1158
Successful Portfolios
Florida
$750K +$290 +3 +0%
DL
1159
DOHJ LLC
Washington
$746K -$165K -1,709 -18%
FSA
1160
Financial Services Advisory
Maryland
$745K -$8.29M -85,854 -92%
OGF
1161
Orin Green Financial
California
$745K +$740K +7,670 New
MW
1162
MBL Wealth
North Carolina
$743K -$19.5M -202,000 -96%
AWA
1163
Adapt Wealth Advisors
Georgia
$743K -$133K -1,379 -15%
SG
1164
Strid Group
Pennsylvania
$743K +$739K +7,657 New
SFS
1165
Summit Financial Strategies
Ohio
$741K +$22.6K +234 +3%
MA
1166
MCF Advisors
Kentucky
$740K +$1.35K +14 +0.2%
AA
1167
Advisory Alpha
Michigan
$728K +$2.41K +25 +0.3%
CCB
1168
Country Club Bank
Missouri
$724K -$72.7K -753 -9%
TCM
1169
Towneley Capital Management
California
$724K -$373K -3,859 -34%
WBG
1170
Wharton Business Group
Pennsylvania
$723K +$719K +7,451 New
HFS
1171
Howard Financial Services
Texas
$717K -$6.76K -70 -0.9%
MWM
1172
Maripau Wealth Management
Indiana
$713K +$29.7K +308 +4%
CWS
1173
Cypress Wealth Services
California
$712K -$17.2K -178 -2%
CIC
1174
Carnegie Investment Counsel
Ohio
$710K -$76.1K -788 -10%
WAM
1175
WNY Asset Management
New York
$708K -$426K -4,408 -38%
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