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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1401
Westside Investment Management
California
$139K +$14.8K +144 +0.2%
SC
1402
Sierra Capital
Florida
$135K +$34.3K +334 +33%
SWM
1403
SeaCrest Wealth Management
New York
$133K +$135K +1,310 New
RDFA
1404
Ritter Daniher Financial Advisory
Ohio
$130K -$57.9K -563 -31%
JAM
1405
JCIC Asset Management
Ontario, Canada
$129K -$6.17K -60 -5%
WBC
1406
West Branch Capital
Massachusetts
$127K – – –
OFG
1407
Oxford Financial Group
Indiana
$124K – – –
BCA
1408
Bray Capital Advisors
Florida
$122K -$25.4K -247 -17%
RWM
1409
Raffa Wealth Management
District of Columbia
$121K -$494K -4,806 -80%
AWM
1410
Accel Wealth Management
Iowa
$112K -$26K -253 -19%
TF
1411
TimeScale Financial
Massachusetts
$112K +$617 +6 +0.5%
CA
1412
Centerpoint Advisors
Massachusetts
$108K -$6.68K -65 -6%
MTIC
1413
Missouri Trust & Investment Company
Missouri
$107K +$17.1K +166 +19%
GIA
1414
GHP Investment Advisors
Colorado
$107K +$108K +1,054 New
LPP
1415
Life Planning Partners
Florida
$105K – – –
TAM
1416
Townsend Asset Management
North Carolina
$104K -$4.93K -48 -4%
RCM
1417
Regency Capital Management
Hawaii
$103K -$49.7K -484 -32%
AWM
1418
Avondale Wealth Management
Texas
$102K -$51.4K -500 -33%
MFC
1419
Mechanics Financial Corp
Ohio
$102K – – –
CICI
1420
Capital Investment Counsel Inc
North Carolina
$99K +$61.7K +600 +162%
AWM
1421
Atticus Wealth Management
Florida
$96K +$411 +4 +0.4%
VC
1422
Vestor Capital
Illinois
$93K +$22.5K +219 +31%
SC
1423
SouthState Corp
Florida
$89K -$198K -1,927 -69%
SSB
1424
Sandy Spring Bank
Maryland
$89K -$14.2K -138 -14%
HBW
1425
Hazlett, Burt & Watson
West Virginia
$85K +$36.8K +358 +74%
55 56
57
58 59