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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1376
Bailard
California
$221K +$227K +2,061 New
AWC
1377
Adamsbrown Wealth Consultants
Kansas
$220K -$6.6K -60 -3%
PMG
1378
ProVise Management Group
Florida
$219K -$23.7K -215 -10%
EWA
1379
Evolution Wealth Advisors
Florida
$219K – – –
TI
1380
Truepoint Inc
Ohio
$219K – – –
SWM
1381
Scissortail Wealth Management
Oklahoma
$217K -$54.5K -495 -19%
LWA
1382
Lenox Wealth Advisors
New York
$215K +$770 +7 +0.3%
CPIG
1383
Chicago Partners Investment Group
Illinois
$214K -$4.02M -36,515 -95%
MC
1384
Moors & Cabot
Massachusetts
$213K -$19.5K -177 -8%
HBT
1385
Hills Bank & Trust
Iowa
$212K +$19.4K +176 +10%
CWP
1386
Concord Wealth Partners
Virginia
$212K +$129K +1,169 +145%
CASB
1387
Cape Ann Savings Bank
Massachusetts
$211K – – –
BFA
1388
Bragg Financial Advisors
North Carolina
$211K +$217K +1,972 New
HPC
1389
HM Payson & Co
Maine
$209K +$200K +1,818 +1,347%
AL
1390
ADE LLC
Maryland
$207K -$3.4M -30,854 -94%
GKWIM
1391
Gerber Kawasaki Wealth & Investment Management
California
$207K -$26.9K -244 -11%
AAM
1392
Austin Asset Management
Texas
$207K – – –
KWM
1393
Kaydan Wealth Management
Michigan
$206K +$7.81K +71 +4%
SOAG
1394
Silver Oak Advisory Group
Oregon
$206K – – –
GT
1395
Greenleaf Trust
Michigan
$205K -$4.84K -44 -2%
FFA
1396
Founders Financial Alliance
North Carolina
$205K +$30.6K +278 +17%
WCF
1397
West Coast Financial
California
$203K -$660 -6 -0.3%
AMIM
1398
Aull & Monroe Investment Management
Alabama
$202K – – –
TB
1399
Treynor Bancshares
Iowa
$201K -$13.8K -125 -6%
MFC
1400
Morris Financial Concepts
South Carolina
$201K – – –
54 55
56
57 58