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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1351
Brown, Lisle/Cummings
Rhode Island
$165K – – –
APCM
1352
Alaska Permanent Capital Management
Alaska
$165K – – –
PP
1353
PrairieView Partners
Minnesota
$164K +$1.42K +14 +0.8%
JFA
1354
JNBA Financial Advisors
Minnesota
$164K +$116K +1,143 +203%
OC
1355
Oakworth Capital
Alabama
$163K +$16.2K +160 +10%
RG
1356
Retirement Group
California
$156K -$31.7K -313 -16%
GI
1357
Gradient Investments
Minnesota
$153K -$90.5K -895 -36%
NIC
1358
Northwest Investment Counselors
Oregon
$147K +$80K +791 +107%
CHA
1359
Carmichael Hill & Associates
Maryland
$146K -$14.9K -147 -9%
AWM
1360
Avondale Wealth Management
Texas
$145K +$50.6K +500 +50%
LFA
1361
Legend Financial Advisors
Pennsylvania
$144K +$151K +1,497 New
VCM
1362
Vigilant Capital Management
Maine
$136K +$75.8K +750 +113%
HPC
1363
HM Payson & Co
Maine
$135K – – –
IBOK
1364
Independence Bank of Kentucky
Kentucky
$133K -$3.24K -32 -2%
WIM
1365
Westside Investment Management
California
$132K -$181K -1,790 -3%
SWM
1366
Sugarloaf Wealth Management
Georgia
$129K -$52.8K -522 -28%
RDFA
1367
Ritter Daniher Financial Advisory
Ohio
$123K – – –
KFI
1368
Key Financial Inc
Pennsylvania
$122K +$57.7K +571 +82%
JAM
1369
JCIC Asset Management
Ontario, Canada
$120K – – –
WBC
1370
West Branch Capital
Massachusetts
$120K – – –
OFG
1371
Oxford Financial Group
Indiana
$116K -$1.52K -15 -1%
BCA
1372
Bray Capital Advisors
Florida
$116K – – –
RWM
1373
Raffa Wealth Management
District of Columbia
$115K +$708 +7 +0.6%
MTIC
1374
Missouri Trust & Investment Company
Missouri
$110K +$8.6K +85 +8%
TF
1375
TimeScale Financial
Massachusetts
$107K +$607 +6 +0.5%
53 54
55
56 57