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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPCM
1451
Cardinal Point Capital Management
Ontario, Canada
$304K -$1.29M -13,542 -82%
BWP
1452
Balboa Wealth Partners
Arizona
$304K +$292K +3,064 New
MAM
1453
McLean Asset Management
Virginia
$303K +$294K +3,087 New
SHJ
1454
Sharkey, Howes & Javer
Colorado
$303K +$291K +3,053 New
NIWA
1455
New Insight Wealth Advisors
California
$302K +$290K +3,045 New
IFO
1456
Independent Family Office
New York
$301K – – –
LWM
1457
Lyell Wealth Management
California
$300K -$19K -200 -6%
WBC
1458
West Branch Capital
Massachusetts
$298K +$94.5K +993 +50%
TWP
1459
Tyche Wealth Partners
Texas
$296K +$284K +2,980 New
FDCDDQ
1460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$294K -$37K -389 -12%
SIMG
1461
Sonora Investment Management Group
Arizona
$290K +$278K +2,925 New
TW
1462
TrinityPoint Wealth
Connecticut
$290K +$41.2K +433 +17%
NAS
1463
Nicolet Advisory Services
Wisconsin
$289K +$280K +2,938 New
JIC
1464
Joel Isaacson & Co
New York
$288K +$3.24K +34 +1%
AP
1465
Appleton Partners
Massachusetts
$288K -$95.2K -1,000 -26%
AGP
1466
Autumn Glory Partners
Texas
$287K +$276K +2,903 New
AFA
1467
American Financial Advisors
Georgia
$284K +$272K +2,860 New
MI
1468
Moneywise Inc
Virginia
$283K +$272K +2,855 New
SCA
1469
Scott Capital Advisors
Oregon
$281K +$20.8K +219 +8%
GC
1470
Gould Capital
Washington
$281K – – –
KA
1471
Kure Advisory
Minnesota
$279K +$267K +2,808 New
DSA
1472
Droms Strauss Advisors
Missouri
$277K -$6.09K -64 -2%
SWMP
1473
Signature Wealth Management Partners
New Jersey
$277K +$666 +7 +0.3%
PCMC
1474
Private Capital Management (Colorado)
Colorado
$276K +$171K +1,792 +182%
T
1475
TNF
Montana
$275K +$21.7K +228 +9%
57 58
59
60 61