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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1426
Opes Wealth Management
California
$659K -$9.63M -95,957 -94%
IJWM
1427
Inman Jager Wealth Management
Mississippi
$658K – – –
TCM
1428
Traynor Capital Management
Pennsylvania
$658K +$167K +1,660 +34%
PFG
1429
PAX Financial Group
Texas
$656K +$16.3K +162 +3%
BHPW
1430
Box Hill Private Wealth
Arizona
$649K +$652K +6,501 New
PWM
1431
PMG Wealth Management
Illinois
$649K – – –
AI
1432
Arvest Investments
Arkansas
$648K +$641K +6,386 +6,140%
RWIA
1433
Roger Wittlin Investment Advisory
California
$648K -$9.13K -91 -1%
HTC
1434
Haverford Trust Company
Pennsylvania
$648K +$190K +1,897 +41%
FWP
1435
FAS Wealth Partners
Kansas
$645K +$109K +1,086 +20%
CA
1436
Cambridge Advisors
Nebraska
$645K – – –
HT
1437
Heritage Trust
Oklahoma
$643K -$24.3K -242 -4%
PWM
1438
Power Wealth Management
Georgia
$638K +$180K +1,793 +39%
DSA
1439
Droms Strauss Advisors
Missouri
$637K +$114K +1,140 +22%
DPI
1440
Diversified Portfolios Inc
Michigan
$635K +$142K +1,418 +29%
BCP
1441
Berkeley Capital Partners
Georgia
$635K +$11.5K +115 +2%
TCP
1442
TMB Capital Partners
Arkansas
$634K +$637K +6,346 New
CCA
1443
Cora Capital Advisors
New Jersey
$634K +$637K +6,345 New
CA
1444
Calton & Associates
Florida
$631K +$52.8K +526 +9%
GWA
1445
Genesis Wealth Advisors
Massachusetts
$630K -$42.1K -420 -6%
WWM
1446
Woodside Wealth Management
Massachusetts
$630K +$6.62K +66 +1%
T
1447
TrueFG
Texas
$628K +$6.62K +66 +1%
BWP
1448
Bernardo Wealth Planning
Pennsylvania
$628K +$7.02K +70 +1%
CPBTD
1449
Central Pacific Bank - Trust Division
Hawaii
$625K -$228K -2,274 -27%
HIP
1450
HUB Investment Partners
Texas
$624K -$248K -2,468 -28%
56 57
58
59 60