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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWM
1176
Twelve Points Wealth Management
Massachusetts
$375K – – –
SOS
1177
Silver Oak Securities
Tennessee
$375K -$301K -2,976 -43%
CT
1178
Columbia Trust
Oregon
$374K -$143K -1,410 -27%
IA
1179
IFG Advisory
Georgia
$373K -$359K -3,551 -48%
SRC
1180
Sage Rhino Capital
California
$371K – – –
HC
1181
Hamilton Capital
Ohio
$370K +$389K +3,844 New
PFA
1182
Pathway Financial Advisors
Vermont
$369K +$387K +3,830 New
AFS
1183
AFG Fiduciary Services
Massachusetts
$366K -$1.14M -11,285 -75%
IWS
1184
Insight Wealth Strategies
California
$366K – – –
FAG
1185
Fortitude Advisory Group
Washington
$365K +$86.1K +851 +29%
CPC
1186
Consolidated Planning Corp
Georgia
$364K +$141K +1,392 +58%
BPWM
1187
Badgley Phelps Wealth Managers
Washington
$363K -$14.8K -146 -4%
BO
1188
Bank OZK
Arkansas
$362K +$113K +1,120 +42%
GEA
1189
Glen Eagle Advisors
New Jersey
$362K +$39.9K +395 +12%
EWM
1190
Evercore Wealth Management
New York
$361K +$152K +1,499 +67%
B
1191
Bensler
Washington
$357K +$910 +9 +0.2%
THWM
1192
Taylor Hoffman Wealth Management
Virginia
$355K – – –
FAN
1193
Financial Advisors Network
California
$354K -$60.6K -599 -14%
GFP
1194
Guardian Financial Partners
California
$354K +$2.12K +21 +0.6%
CWA
1195
Centennial Wealth Advisory
Michigan
$354K +$36.6K +362 +11%
HCP
1196
Hexagon Capital Partners
Arkansas
$347K -$3.74K -37 -1%
SRC
1197
Shufro Rose & Co
New York
$342K +$16.9K +167 +5%
LHEI
1198
Leo H. Evart Inc
California
$341K +$2.12K +21 +0.6%
BA
1199
Bridge Advisory
California
$340K -$46.7K -462 -12%
CTA
1200
Colonial Trust Advisors
South Carolina
$340K +$357K +3,526 New
46 47
48
49 50