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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
1451
Independent Family Office
New York
$307K – – –
DSA
1452
Droms Strauss Advisors
Missouri
$306K -$3.59K -36 -1%
DAM
1453
Delta Asset Management
Tennessee
$306K -$2K -20 -0.7%
WWM
1454
Wolff Wiese Magana
California
$306K +$69.8K +700 +30%
LWM
1455
Lyell Wealth Management
California
$305K -$20.5K -205 -6%
BW
1456
Basepoint Wealth
Iowa
$305K +$2.19K +22 +0.7%
HFS
1457
Hoge Financial Services
Pennsylvania
$304K +$2.79K +28 +0.9%
VCM
1458
Vivaldi Capital Management
Illinois
$304K -$11K -110 -4%
CPA
1459
Clear Point Advisors
New York
$302K -$60.3K -604 -17%
AFA
1460
American Financial Advisors
Georgia
$302K +$9.38K +94 +3%
HBS
1461
Howard Bailey Securities
Indiana
$302K +$297K +2,979 New
JIC
1462
Joel Isaacson & Co
New York
$301K +$2.69K +27 +0.9%
CWA
1463
CJM Wealth Advisers
Virginia
$301K +$297K +2,974 New
PFG
1464
PAX Financial Group
Texas
$301K +$296K +2,971 New
PIN
1465
Prudent Investors Network
California
$301K +$296K +2,971 New
BJL
1466
Brighton Jones LLC
Washington
$299K -$68.2K -684 -19%
CHA
1467
Carmichael Hill & Associates
Maryland
$299K +$143K +1,433 +94%
VCP
1468
Verus Capital Partners
Arizona
$299K +$22.3K +224 +8%
NP
1469
NorthRock Partners
Minnesota
$299K -$211K -2,116 -42%
WC
1470
Wexford Capital
Florida
$298K +$294K +2,942 New
NAS
1471
Nicolet Advisory Services
Wisconsin
$298K +$3.09K +31 +1%
GEA
1472
Glen Eagle Advisors
New Jersey
$297K -$12.3K -123 -4%
BWP
1473
BSW Wealth Partners
Colorado
$297K -$578K -5,795 -66%
GWM
1474
Gray Wealth Management
Maine
$297K – – –
GWAG
1475
Garrett Wealth Advisory Group
Texas
$296K +$100 +1 +0%
57 58
59
60 61