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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1251
Procyon Advisors
Connecticut
$1.04M -$155K -1,571 -13%
HA
1252
Hanover Advisors
South Carolina
$1.04M +$228K +2,307 +28%
BCM
1253
Bourgeon Capital Management
Connecticut
$1.03M -$195K -1,972 -16%
TCWA
1254
Turtle Creek Wealth Advisors
Texas
$1.03M -$303K -3,067 -23%
YWM
1255
Yukon Wealth Management
Kansas
$1.03M -$101K -1,019 -9%
BCM
1256
BTC Capital Management
Iowa
$1.02M – – –
CAM
1257
Cidel Asset Management
Ontario, Canada
$1.02M +$196K +1,983 +24%
EWP
1258
E-Wealth Partners
Minnesota
$1.02M -$21.8K -220 -2%
BCM
1259
Brookmont Capital Management
Texas
$1.02M -$84.8K -857 -8%
PWP
1260
Perfromance Wealth Partners
Illinois
$1.02M +$543K +5,484 +115%
PWS
1261
Peterson Wealth Services
Utah
$1.01M +$400K +4,043 +65%
MCM
1262
M1 Capital Management
Michigan
$1.01M +$72.5K +733 +8%
BWM
1263
Boyd Wealth Management
California
$1.01M -$396K -4,007 -28%
LA
1264
Latitude Advisors
Florida
$1.01M +$140K +1,416 +16%
NB
1265
Northwest Bancshares
Pennsylvania
$1M -$107K -1,083 -10%
CPCP
1266
Cedar Point Capital Partners
Iowa
$1M +$37.5K +379 +4%
SP
1267
Successful Portfolios
Florida
$999K +$141K +1,420 +16%
SGCA
1268
Steel Grove Capital Advisors
Tennessee
$995K – – –
CWA
1269
Crusonia Wealth Advisors
Colorado
$991K +$991K +10,016 New
AW
1270
Avion Wealth
Texas
$990K +$396 +4 +0%
FA
1271
Fermata Advisors
California
$989K +$29.7K +300 +3%
WS
1272
Wedbush Securities
California
$983K -$196K -1,985 -17%
TVPW
1273
Third View Private Wealth
Connecticut
$978K +$978K +9,883 New
CWM
1274
Connecticut Wealth Management
Connecticut
$974K -$17.7K -179 -2%
OWA
1275
Oak Wealth Advisors
Illinois
$973K +$1.88K +19 +0.2%
49 50
51
52 53