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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1326
Peterson Wealth Services
Utah
$239K +$241K +2,350 New
BI
1327
Blooom Inc
Kansas
$239K +$242K +2,353 New
RWP
1328
Ridgecrest Wealth Partners
California
$238K -$295K -2,866 -55%
NB
1329
NBT Bank
New York
$238K -$83.7K -815 -26%
SAM
1330
Synergy Asset Management
Washington
$238K +$16.9K +164 +8%
BAS
1331
Brown Advisory Securities
Maryland
$237K – – –
WOSD
1332
WFA of San Diego
California
$236K -$21.8K -212 -8%
JFL
1333
Jarislowsky, Fraser Ltd
Quebec, Canada
$236K +$239K +2,330 New
SOAG
1334
Silver Oak Advisory Group
Oregon
$235K +$40.1K +390 +20%
FWM
1335
Frontier Wealth Management
Missouri
$234K -$6.17K -60 -3%
SMG
1336
Spectrum Management Group
Indiana
$231K – – –
SAM
1337
SignalPoint Asset Management
Missouri
$230K – – –
FSWA
1338
Financial Synergies Wealth Advisors
Texas
$230K +$232K +2,258 New
SCM
1339
Spreng Capital Management
Ohio
$229K -$6.58K -64 -3%
EWM
1340
Evercore Wealth Management
New York
$229K – – –
CCA
1341
Column Capital Advisors
Indiana
$229K +$103K +1,000 +80%
OWA
1342
One Wealth Advisors
California
$227K -$60.3K -587 -21%
TFGT
1343
TS Financial Group (TSFG)
Illinois
$227K +$38.4K +374 +20%
B
1344
Brightworth
Georgia
$227K +$229K +2,229 New
CFG
1345
Cooper Financial Group
California
$227K +$229K +2,229 New
FPWM
1346
FSB Premier Wealth Management
Iowa
$226K +$229K +2,224 New
VAS
1347
Valicenti Advisory Services
New York
$225K -$4.46M -43,384 -95%
RTS
1348
Round Table Services
New Jersey
$225K -$135K -1,318 -37%
FIM
1349
Fernwood Investment Management
Massachusetts
$225K – – –
WPC
1350
White Pine Capital
Minnesota
$224K -$93.4K -909 -29%
52 53
54
55 56