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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1201
VisionPoint Advisory Group
Texas
$1.18M -$1.57M -15,722 -57%
TAP
1202
TSG Advice Partners
Ohio
$1.18M -$252K -2,522 -18%
AWMS
1203
Advocacy Wealth Management Services
Georgia
$1.18M – – –
ISL
1204
Ingalls & Snyder LLC
New York
$1.18M – – –
KWMG
1205
King Wealth Management Group
Florida
$1.17M -$26.8K -268 -2%
HNH
1206
Hopwood Nicholas Hunter
$1.17M -$1.99M -19,934 -63%
PIA
1207
Perennial Investment Advisors
California
$1.17M +$113K +1,134 +11%
DS
1208
DRW Securities
Illinois
$1.16M +$1.17M +11,733 New
HW
1209
HORAN Wealth
Ohio
$1.16M +$1.16M +11,578 New
PWMAG
1210
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$5.1K +51 +0.4%
OWM
1211
Orgel Wealth Management
Wisconsin
$1.15M -$31.9K -319 -3%
GS
1212
GWN Securities
Florida
$1.15M -$234K -2,340 -17%
WDL
1213
Well Done LLC
Michigan
$1.15M +$1.16M +11,605 New
CWM
1214
CCG Wealth Management
California
$1.15M +$809K +8,086 +230%
AOWM
1215
Asset One Wealth Management
Washington
$1.15M -$54.9K -549 -5%
AWM
1216
Avondale Wealth Management
Texas
$1.15M +$400 +4 +0%
KWM
1217
Keebeck Wealth Management
Illinois
$1.15M -$392K -3,923 -25%
CCAL
1218
City Center Advisors LLC
Michigan
$1.15M +$394K +3,936 +52%
SWA
1219
Strategies Wealth Advisors
Michigan
$1.14M +$693K +6,929 +151%
MC
1220
Matters Capital
Florida
$1.13M +$285K +2,844 +33%
YWM
1221
Yukon Wealth Management
Kansas
$1.13M – – –
CA
1222
Clune & Associates
Illinois
$1.12M -$588K -5,874 -34%
TTWM
1223
TCV Trust & Wealth Management
Virginia
$1.12M -$5K -50 -0.4%
NB
1224
Northwest Bancshares
Pennsylvania
$1.12M -$9.68M -96,787 -90%
AWC
1225
Abundance Wealth Counselors
Pennsylvania
$1.11M +$12K +120 +1%
47 48
49
50 51