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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1351
TCV Trust & Wealth Management
Virginia
$241K – – –
BWFA
1352
Baltimore-Washington Financial Advisors
Maryland
$241K +$234K +2,124 New
AWA
1353
Arkadios Wealth Advisors
Georgia
$240K -$139K -1,263 -36%
CWS
1354
Confluence Wealth Services
Pennsylvania
$239K -$218K -1,978 -47%
4WM
1355
4J Wealth Management
Virginia
$238K – – –
FIM
1356
Fernwood Investment Management
Massachusetts
$237K -$153K -1,390 -39%
FWP
1357
Falcon Wealth Planning
California
$235K +$1.65K +15 +0.7%
SCP
1358
Syntal Capital Partners
Texas
$235K +$7.7K +70 +3%
NFG
1359
Nadler Financial Group
Illinois
$235K +$242K +2,198 New
GA
1360
Gateway Advisory
New Jersey
$234K -$1.03M -9,347 -81%
AR
1361
Apeiron RIA
Texas
$233K -$41.6K -378 -15%
TCM
1362
Telos Capital Management
California
$232K -$69.3K -630 -23%
SAM
1363
Synergy Asset Management
Washington
$232K +$239K +2,172 New
CC
1364
Copperleaf Capital
North Carolina
$231K -$99.5K -904 -30%
TA
1365
TFG Advisers
Michigan
$231K -$4.07K -37 -2%
CPSC
1366
Carl P. Sherr & Co
Massachusetts
$229K – – –
WCP
1367
Wick Capital Partners
Pennsylvania
$228K +$234K +2,125 New
EPM
1368
Elm Partners Management
Pennsylvania
$227K +$233K +2,115 New
HWA
1369
HCR Wealth Advisors
California
$226K -$10.8K -98 -4%
DSC
1370
Duncker Streett & Co
Missouri
$225K – – –
1IA
1371
1834 Investment Advisors
Wisconsin
$224K +$86.8K +789 +60%
EA
1372
Eudaimonia Advisors
Tennessee
$223K -$60.1K -546 -21%
CCM
1373
Canal Capital Management
Virginia
$221K -$239K -2,175 -51%
SIS
1374
Sound Income Strategies
Florida
$221K -$175K -1,592 -44%
BFA
1375
Beacon Financial Advisory
Ohio
$221K -$40.2K -365 -15%
53 54
55
56 57