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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
1226
Joseph P. Lucia & Associates
New York
$603K +$296K +3,114 +105%
EL
1227
EWA LLC
Pennsylvania
$603K -$4.8M -50,461 -89%
TCM
1228
Traynor Capital Management
Pennsylvania
$599K -$150K -1,573 -21%
NW
1229
Naviter Wealth
Arkansas
$594K -$44K -462 -7%
CCFM
1230
Clear Creek Financial Management
Washington
$593K +$26.6K +280 +5%
CCA
1231
Childress Capital Advisors
Texas
$588K +$16.9K +178 +3%
GLA
1232
Good Life Advisors
Pennsylvania
$588K -$6.57K -69 -1%
CMBA
1233
C.M. Bidwell & Associates
Hawaii
$584K -$18.9K -199 -3%
TSWM
1234
Tyler-Stone Wealth Management
Ohio
$584K +$78.2K +822 +16%
FWP
1235
Firethorn Wealth Partners
Georgia
$580K -$4.57K -48 -0.8%
RWP
1236
Revolve Wealth Partners
New Jersey
$580K +$12.3K +129 +2%
PA
1237
Paragon Advisors
Texas
$579K -$3.68M -38,679 -87%
EWA
1238
EverSource Wealth Advisors
Alabama
$579K -$465K -4,883 -46%
JF
1239
JSF Financial
California
$578K +$95.7K +1,006 +21%
HA
1240
HC Advisors
Georgia
$576K -$5.71K -60 -1%
PIM
1241
Penobscot Investment Management
Massachusetts
$576K +$171K +1,801 +45%
AWM
1242
Avior Wealth Management
Nebraska
$574K -$982K -10,321 -64%
FAM
1243
Family Asset Management
South Carolina
$574K -$331K -3,474 -38%
CMAI
1244
Capital Management Associates Inc
Minnesota
$572K +$118K +1,236 New
OC
1245
Oakworth Capital
Alabama
$571K -$78.6M -826,095 -99%
MIS
1246
Morningstar Investment Services
Illinois
$570K +$546K +5,735 New
TDWM
1247
Topel & Distasi Wealth Management
California
$568K – – –
RIA
1248
Realta Investment Advisors
Delaware
$567K -$257K -2,697 -32%
CW
1249
CIC Wealth
Maryland
$564K +$18.6K +195 +4%
NP
1250
NorthRock Partners
Minnesota
$563K +$50K +525 +10%
48 49
50
51 52