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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1201
Tyler-Stone Wealth Management
Ohio
$664K +$127K +1,311 +24%
PP
1202
Patten & Patten
Tennessee
$662K -$34.2K -354 -5%
GL
1203
Gerber LLC
Ohio
$655K – – –
WWM
1204
Waterway Wealth Management
Texas
$654K -$70.9K -735 -10%
FFG
1205
Fiduciary Financial Group
California
$654K +$641K +6,644 New
TCA
1206
Transcend Capital Advisors
New Jersey
$653K +$45.9K +476 +8%
SFCL
1207
Strengthening Families & Communities LLC
Massachusetts
$651K +$648K +6,710 New
VT
1208
Vise Technologies
New York
$650K +$646K +6,697 New
QWM
1209
Quadcap Wealth Management
Texas
$645K -$294K -3,045 -31%
NA
1210
Nottingham Advisors
New York
$639K – – –
LA
1211
Latitude Advisors
Florida
$638K -$167K -1,728 -21%
LIG
1212
Lokken Investment Group
Delaware
$637K +$32.5K +337 +5%
SMA
1213
Sage Mountain Advisors
Georgia
$635K +$66.1K +685 +12%
FLPIM
1214
F.L. Putnam Investment Management
Massachusetts
$634K -$656K -6,792 -51%
BRIA
1215
Balanced Rock Investment Advisors
Massachusetts
$632K -$20.3K -210 -3%
CA
1216
Cambridge Advisors
Nebraska
$627K +$10.4K +108 +2%
CA
1217
Calton & Associates
Florida
$617K -$3.48K -36 -0.6%
AF
1218
Aviso Financial
Ontario, Canada
$616K +$612K +6,341 New
LRIA
1219
Leonard Rickey Investment Advisors
Washington
$614K +$579 +6 +0.1%
AWMS
1220
Advocacy Wealth Management Services
Georgia
$611K -$85.5K -886 -12%
SGWM
1221
Sterling Group Wealth Management
California
$611K +$607K +6,292 New
MA
1222
Montag & Associates
Georgia
$610K +$355K +3,679 +142%
CJH
1223
Christopher J. Hasenberg
Wisconsin
$609K +$296K +3,069 +96%
BWG
1224
Balanced Wealth Group
Ohio
$605K -$1.05M -10,900 -63%
HTC
1225
Haverford Trust Company
Pennsylvania
$603K -$10K -104 -2%
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