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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1451
Oak Associates
Ohio
$571K – – –
FLPIM
1452
F.L. Putnam Investment Management
Massachusetts
$570K -$177K -1,773 -24%
BL
1453
BFSG LLC
California
$570K -$33.8K -338 -6%
PWM
1454
Palumbo Wealth Management
New York
$569K – – –
PIFP
1455
Partners in Financial Planning
Virginia
$567K +$600 +6 +0.1%
CMI
1456
Clare Market Investments
Texas
$567K +$571K +5,709 New
AAMC
1457
Asset Allocation & Management Company
Illinois
$565K – – –
WTC
1458
WhitTier Trust Company
Nevada
$564K +$16.6K +166 +3%
SFCL
1459
Strengthening Families & Communities LLC
Massachusetts
$563K +$567K +5,670 New
LS
1460
LCW Services
Virginia
$561K +$137K +1,374 +32%
WJS
1461
William John Sempolinski
Massachusetts
$558K -$9K -90 -2%
CWM
1462
Cornerstone Wealth Management
Missouri
$557K -$243K -2,425 -30%
CVA
1463
Central Valley Advisors
California
$556K +$560K +5,601 New
VAMG
1464
Voisard Asset Management Group
Michigan
$554K -$200 -2 -0%
BCMLT
1465
Beacon Capital Management LLC (Tennessee)
Tennessee
$553K +$165K +1,649 +42%
CC
1466
Courier Capital
New York
$548K -$15K -150 -3%
PGFC
1467
Peapack-Gladstone Financial Corp
New Jersey
$548K -$7.9K -79 -1%
CFIA
1468
Cantor Fitzgerald Investment Advisors
New York
$544K +$110K +1,099 +25%
PWM
1469
Power Wealth Management
Georgia
$543K -$91.8K -918 -14%
TYCC
1470
Texas Yale Capital Corp
Florida
$541K +$79.7K +797 +17%
TCM
1471
Traynor Capital Management
Pennsylvania
$538K -$116K -1,155 -18%
TCCM
1472
Timber Creek Capital Management
Massachusetts
$537K +$541K +5,410 New
SCM
1473
Seascape Capital Management
New Hampshire
$533K – – –
BEC
1474
Blue Edge Capital
Virginia
$531K +$57K +570 +12%
CPG
1475
Cornerstone Planning Group
New Jersey
$530K +$262K +2,617 +95%
57 58
59
60 61