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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1201
Ogorek Anthony Joseph
New York
$10K – – –
RCA
1202
Ranch Capital Advisors
Florida
$10K – – –
IRAG
1203
Investment Research & Advisory Group
Georgia
$9K – – –
BBA
1204
Braun-Bostich & Associates
Pennsylvania
$8K +$7.86K +69 New
JWBC
1205
John W. Brooker & Co
California
$7K – – –
RBC
1206
Roble Belko & Company
Pennsylvania
$7K – – –
RAM
1207
Riggs Asset Management
Pennsylvania
$6K – – –
SW
1208
SVB Wealth
Massachusetts
$5K -$4.99M -43,804 -100%
PC
1209
Permanens Capital
New York
$5K +$5.01K +44 New
EWP
1210
Engrave Wealth Partners
Texas
$4K -$62.2K -546 -94%
CWAF
1211
Core Wealth Advisors (Florida)
Florida
$4K +$4.45K +39 New
BAMG
1212
Brand Asset Management Group
Missouri
$3K -$20.6K -181 -87%
JFA
1213
JNBA Financial Advisors
Minnesota
$3K -$2.51K -22 -46%
IRC
1214
Investors Research Corp
Georgia
$3K – – –
NR
1215
Newfound Research
Massachusetts
$2K -$114 -1 -7%
PP
1216
PrairieView Partners
Minnesota
$2K +$2.17K +19 New
BMM
1217
Berkshire Money Management
Massachusetts
$2K +$2.28K +20 New
AIA
1218
Armor Investment Advisors
North Carolina
$1K – – –
CCM
1219
Cribstone Capital Management
Maine
$1K – – –
HGWM
1220
Harvest Group Wealth Management
Massachusetts
$1K – – –
HFA
1221
HC Financial Advisors
California
$1K +$1.14K +10 New
AIMCA
1222
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$329M -2,925,000 Closed
CSIA
1223
Charles Schwab Investment Advisory
California
– -$176M -1,566,405 Closed
TC
1224
Toews Corporation
New Jersey
– -$104M -924,475 Closed
SCP
1225
Stamos Capital Partners
California
– -$46.5M -414,049 Closed
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