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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1376
Duncker Streett & Co
Missouri
$240K +$572 +5 +0.2%
HR
1377
Hayden Royal
North Carolina
$240K +$572 +5 +0.2%
3LCM
1378
3D/L Capital Management
Connecticut
$238K +$458 +4 +0.2%
RPA
1379
Rock Point Advisors
Vermont
$235K – – –
AWA
1380
Amplius Wealth Advisors
Pennsylvania
$235K +$236K +2,063 New
TI
1381
Truepoint Inc
Ohio
$234K -$83.3K -728 -26%
LWAM
1382
Legacy Wealth Asset Management
Minnesota
$234K +$235K +2,051 New
EWA
1383
Evolution Wealth Advisors
Florida
$233K – – –
LWA
1384
Lenox Wealth Advisors
New York
$233K +$1.03K +9 +0.4%
JC
1385
JB Capital
Connecticut
$232K +$233K +2,033 New
CSWM
1386
Cassady Schiller Wealth Management
Ohio
$230K +$231K +2,016 New
CCM
1387
Carlson Capital Management
Minnesota
$229K -$4.8K -42 -2%
TB
1388
Treynor Bancshares
Iowa
$229K +$229K +2,005 New
MPW
1389
MA Private Wealth
California
$225K -$4.46K -39 -2%
CASB
1390
Cape Ann Savings Bank
Massachusetts
$225K – – –
WI
1391
Wintrust Investments
Illinois
$224K +$2.29K +20 +1%
GT
1392
Greenleaf Trust
Michigan
$223K -$320K -2,801 -59%
IAA
1393
Independent Advisor Alliance
North Carolina
$223K +$19.1K +167 +9%
PCA
1394
Pallas Capital Advisors
Massachusetts
$221K -$1.32M -11,519 -85%
BB
1395
Berkshire Bank
Massachusetts
$221K -$84.1K -735 -28%
AAM
1396
Austin Asset Management
Texas
$221K +$221K +1,935 New
OWA
1397
Octavia Wealth Advisors
Ohio
$220K -$22.8K -199 -9%
SOAG
1398
Silver Oak Advisory Group
Oregon
$220K +$220K +1,925 New
W
1399
WealthOne
New York
$217K -$240K -2,099 -52%
WCF
1400
West Coast Financial
California
$217K -$6.63K -58 -3%
54 55
56
57 58