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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1326
Centerpoint Advisors
Massachusetts
$150K +$150K +1,270 New
WIM
1327
Westside Investment Management
California
$147K +$88.5K +751 +2%
GWS
1328
Glassman Wealth Services
Virginia
$146K -$15K -127 -9%
LWM
1329
Liberty Wealth Management
California
$144K -$17.6K -149 -11%
PAI
1330
Pittenger & Anderson Inc
Nebraska
$143K +$46.4K +394 +48%
BCA
1331
Bray Capital Advisors
Florida
$142K – – –
SIC
1332
Salem Investment Counselors
North Carolina
$138K +$3.06K +26 +2%
LWA
1333
Lowe Wealth Advisors
Maryland
$137K – – –
TFA
1334
Toth Financial Advisory
Virginia
$135K +$14.5K +123 +12%
HS
1335
Horan Securities
United States
$135K +$19.6K +166 +17%
BAM
1336
Barrett Asset Management
New York
$133K +$73.6K +625 +125%
FFA
1337
Founders Financial Alliance
North Carolina
$127K +$26.2K +222 +26%
KFI
1338
Key Financial Inc
Pennsylvania
$127K +$126K +1,072 New
CCA
1339
Column Capital Advisors
Indiana
$123K – – –
HFA
1340
HC Financial Advisors
California
$122K +$121K +1,023 +8,525%
RIM
1341
Rockbridge Investment Management
New York
$121K +$24.7K +210 +26%
PG
1342
Proffitt & Goodson
Tennessee
$115K -$589 -5 -0.5%
CWA
1343
Clearview Wealth Advisors
Oregon
$110K +$110K +932 New
TAM
1344
Tucker Asset Management
Colorado
$110K +$109K +929 New
SQA
1345
Simon Quick Advisors
New Jersey
$109K -$383K -3,253 -78%
JCM
1346
Jacobi Capital Management
Pennsylvania
$109K -$8.36K -71 -7%
SFPG
1347
Stonebridge Financial Planning Group
Florida
$106K +$4.83K +41 +5%
MAWCM
1348
Mine & Arao Wealth Creation & Management
California
$102K +$99.3K +843 +4,437%
RDFA
1349
Ritter Daniher Financial Advisory
Ohio
$102K +$101K +860 New
GIA
1350
Goodwin Investment Advisory
Georgia
$101K +$101K +856 New
52 53
54
55 56