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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1251
Titus Wealth Management
California
$259K +$115 +1 +0%
BFA
1252
Beacon Financial Advisory
Ohio
$258K -$45.9K -401 -15%
TAM
1253
Townsend Asset Management
North Carolina
$258K +$70.7K +617 +38%
4WM
1254
4J Wealth Management
Virginia
$256K -$15K -131 -6%
RMDI
1255
R.M. Davis Inc
Maine
$256K +$29.2K +255 +13%
RPA
1256
Rock Point Advisors
Vermont
$255K +$41.4K +361 +20%
SMG
1257
Spectrum Management Group
Indiana
$249K -$191K -1,670 -44%
BFA
1258
Bluestem Financial Advisors
Illinois
$248K -$247K -2,153 -50%
SWM
1259
Sugarloaf Wealth Management
Georgia
$247K -$232K -2,029 -49%
CPSC
1260
Carl P. Sherr & Co
Massachusetts
$247K -$41.8K -365 -15%
SFPG
1261
Stonebridge Financial Planning Group
Florida
$247K +$146K +1,274 +148%
MC
1262
Moors & Cabot
Massachusetts
$245K -$29.4K -257 -11%
ODCM
1263
Old Dominion Capital Management
Virginia
$244K -$33.7K -294 -12%
TA
1264
TFG Advisers
Michigan
$242K -$41.8K -365 -15%
BWFA
1265
Baltimore-Washington Financial Advisors
Maryland
$242K -$2.29K -20 -0.9%
CF
1266
Centaurus Financial
California
$242K +$41.2K +360 +21%
DSC
1267
Duncker Streett & Co
Missouri
$241K +$344 +3 +0.1%
SHWM
1268
Silicon Hills Wealth Management
Texas
$240K +$21.9K +191 +10%
CPC
1269
Consolidated Planning Corp
Georgia
$240K +$239K +2,083 New
TTWM
1270
TCV Trust & Wealth Management
Virginia
$238K – – –
WI
1271
Wintrust Investments
Illinois
$236K -$813K -7,093 -78%
CCM
1272
Carlson Capital Management
Minnesota
$236K – – –
EWA
1273
Evolution Wealth Advisors
Florida
$235K – – –
WA
1274
Wambolt & Associates
Colorado
$235K +$234K +2,044 New
CCM
1275
Chilton Capital Management
Texas
$234K +$30.2K +264 +15%
49 50
51
52 53