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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LLWM
1451
Life Line Wealth Management
California
$421K +$4.07K +41 +1%
WTFG
1452
Wood Tarver Financial Group
Idaho
$420K -$16.9K -170 -4%
HDIM
1453
Hanson & Doremus Investment Management
Vermont
$417K – – –
DWM
1454
Defined Wealth Management
Oregon
$415K +$28.4K +286 +7%
JBA
1455
Johnson Bixby & Associates
Washington
$415K +$411K +4,138 New
KIM
1456
Kestra Investment Management
Texas
$415K +$410K +4,136 New
2L
1457
25 LLC
Missouri
$413K – – –
IWP
1458
Insight Wealth Partners
Texas
$413K -$9.43K -95 -2%
LC
1459
Luminist Capital
Michigan
$413K +$409K +4,120 New
BWL
1460
Bogart Wealth LLC
Virginia
$413K – – –
SOS
1461
Silver Oak Securities
Tennessee
$412K -$152K -1,535 -27%
MW
1462
Members Wealth
Pennsylvania
$412K +$408K +4,112 New
SSC
1463
Syverson Strege & Co
Iowa
$410K +$1.19K +12 +0.3%
W
1464
WealthCollab
Washington
$409K – – –
TPWA
1465
Twin Peaks Wealth Advisors
California
$409K +$8.53K +86 +2%
MF
1466
Manuka Financial
Virginia
$409K -$79.2K -798 -16%
EC
1467
EdgeRock Capital
Colorado
$409K +$405K +4,078 New
LWMI
1468
Legacy Wealth Management (Idaho)
Idaho
$406K -$44.3K -446 -10%
HCA
1469
Harpswell Capital Advisors
Maine
$402K +$398K +4,010 New
NCM
1470
New Capital Management
Texas
$401K -$1.62M -16,287 -80%
GCL
1471
Gouws Capital LLC
North Carolina
$401K +$189K +1,900 +90%
FRA
1472
Frank Rimerman Advisors
California
$401K – – –
GAB
1473
German American Bancorp
Indiana
$399K – – –
CFG
1474
Carter Financial Group
Illinois
$398K -$13.7K -138 -3%
TCOTS
1475
Trust Company of the South
North Carolina
$397K – – –
57 58
59
60 61