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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1376
Accel Wealth Management
Iowa
$241K +$686 +6 +0.3%
AWC
1377
Adamsbrown Wealth Consultants
Kansas
$241K +$242K +2,116 New
DSC
1378
Duncker Streett & Co
Missouri
$240K +$572 +5 +0.2%
HR
1379
Hayden Royal
North Carolina
$240K +$572 +5 +0.2%
3LCM
1380
3D/L Capital Management
Connecticut
$238K +$458 +4 +0.2%
RPA
1381
Rock Point Advisors
Vermont
$235K – – –
AWA
1382
Amplius Wealth Advisors
Pennsylvania
$235K +$236K +2,063 New
TI
1383
Truepoint Inc
Ohio
$234K -$83.3K -728 -26%
LWAM
1384
Legacy Wealth Asset Management
Minnesota
$234K +$235K +2,051 New
EWA
1385
Evolution Wealth Advisors
Florida
$233K – – –
LWA
1386
Lenox Wealth Advisors
New York
$233K +$1.03K +9 +0.4%
JC
1387
JB Capital
Connecticut
$232K +$233K +2,033 New
CSWM
1388
Cassady Schiller Wealth Management
Ohio
$230K +$231K +2,016 New
CCM
1389
Carlson Capital Management
Minnesota
$229K -$4.8K -42 -2%
TB
1390
Treynor Bancshares
Iowa
$229K +$229K +2,005 New
MPW
1391
MA Private Wealth
California
$225K -$4.46K -39 -2%
CASB
1392
Cape Ann Savings Bank
Massachusetts
$225K – – –
WI
1393
Wintrust Investments
Illinois
$224K +$2.29K +20 +1%
GT
1394
Greenleaf Trust
Michigan
$223K -$320K -2,801 -59%
IAA
1395
Independent Advisor Alliance
North Carolina
$223K +$19.1K +167 +9%
PCA
1396
Pallas Capital Advisors
Massachusetts
$221K -$1.32M -11,519 -85%
BB
1397
Berkshire Bank
Massachusetts
$221K -$84.1K -735 -28%
AAM
1398
Austin Asset Management
Texas
$221K +$221K +1,935 New
OWA
1399
Octavia Wealth Advisors
Ohio
$220K -$22.8K -199 -9%
SOAG
1400
Silver Oak Advisory Group
Oregon
$220K +$220K +1,925 New
54 55
56
57 58