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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1226
Brown Advisory Securities
Maryland
$269K -$145K -1,250 -35%
WAM
1227
WNY Asset Management
New York
$267K -$23.2K -200 -8%
SFM
1228
Signet Financial Management
New Jersey
$266K +$268K +2,314 New
CPA
1229
Clear Perspective Advisors
Illinois
$265K – – –
SWA
1230
Sax Wealth Advisors
New Jersey
$265K +$464 +4 +0.2%
FMI
1231
F/M Investments
District of Columbia
$264K – – –
CWM
1232
Curi Wealth Management
North Carolina
$264K +$267K +2,307 New
FWP
1233
Falcon Wealth Planning
California
$263K +$265K +2,287 New
PMG
1234
ProVise Management Group
Florida
$260K +$262K +2,262 New
HWA
1235
HCR Wealth Advisors
California
$258K -$19.1K -165 -7%
AL
1236
ACAS LLC
California
$258K -$4.98K -43 -2%
RS
1237
Retirement Solution
Washington
$258K +$260K +2,246 New
SMG
1238
Spectrum Management Group
Indiana
$256K +$7.53K +65 +3%
TWM
1239
Titus Wealth Management
California
$255K -$2.55K -22 -1%
4WM
1240
4J Wealth Management
Virginia
$255K -$116 -1 -0%
TA
1241
TFG Advisers
Michigan
$254K +$13.4K +116 +6%
AWAG
1242
ARS Wealth Advisors Group
Florida
$254K +$256K +2,209 New
WA
1243
WBH Advisory
Maryland
$251K +$253K +2,186 New
DI
1244
Disciplined Investments
Oklahoma
$249K -$9.51K -82 -4%
BFA
1245
Bluestem Financial Advisors
Illinois
$247K – – –
SEP
1246
Southland Equity Partners
Missouri
$247K +$249K +2,150 New
CPSC
1247
Carl P. Sherr & Co
Massachusetts
$246K – – –
MWM
1248
Merriman Wealth Management
Washington
$246K +$248K +2,140 New
OWA
1249
Octavia Wealth Advisors
Ohio
$245K -$83.7K -722 -25%
SCP
1250
Syntal Capital Partners
Texas
$244K +$22.7K +196 +10%
48 49
50
51 52