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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
1401
Silver Oak Advisory Group
Oregon
$218K -$3.08K -32 -1%
AMIM
1402
Aull & Monroe Investment Management
Alabama
$218K – – –
RWI
1403
Red Wave Investments
Pennsylvania
$218K – – –
FSWA
1404
Financial Synergies Wealth Advisors
Texas
$217K +$1.16K +12 +0.5%
FMTCOCP
1405
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$217K +$187K +1,940 +527%
QS
1406
Quantitative Strategies
California
$217K -$19.7K -205 -8%
AA
1407
ACT Advisors
North Carolina
$217K -$3.08K -32 -1%
OWA
1408
Outlook Wealth Advisors
Texas
$217K – – –
CCM
1409
Colorado Capital Management
Colorado
$216K -$332K -3,451 -60%
SCM
1410
Stordahl Capital Management
Colorado
$216K -$53.8K -559 -20%
FWM
1411
Focused Wealth Management
New York
$215K -$374K -3,886 -63%
MFT
1412
Moisand Fitzgerald Tamayo
Florida
$214K -$14.3K -149 -6%
AWA
1413
Arkadios Wealth Advisors
Georgia
$213K +$218K +2,266 New
DFA
1414
Delta Financial Advisors
Louisiana
$212K +$193 +2 +0.1%
TPWM
1415
Twelve Points Wealth Management
Massachusetts
$212K +$217K +2,252 New
NAS
1416
NWF Advisory Services
California
$211K +$6.45K +67 +3%
CPW
1417
Catalyst Private Wealth
California
$210K – – –
WPC
1418
Wedmont Private Capital
Pennsylvania
$210K +$216K +2,241 New
NAM
1419
NTV Asset Management
West Virginia
$210K -$81.9K -850 -28%
SAM
1420
SignalPoint Asset Management
Missouri
$209K -$9.63K -100 -4%
TMWM
1421
Taylor & Morgan Wealth Management
Michigan
$208K -$1.45K -15 -0.7%
SFO
1422
Stokes Family Office
Louisiana
$208K -$664K -6,896 -76%
SWM
1423
Segment Wealth Management
Texas
$208K – – –
BBHC
1424
Brown Brothers Harriman & Co
New York
$207K +$178K +1,849 +519%
WCM
1425
Whitener Capital Management
North Carolina
$206K -$51.4K -534 -20%
55 56
57
58 59