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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1476
Annapolis Financial Services
Maryland
$127K – – –
AA
1477
Addison Advisors
Vermont
$125K – – –
SWM
1478
Sugarloaf Wealth Management
Georgia
$122K – – –
BCA
1479
Bray Capital Advisors
Florida
$120K – – –
TCOV
1480
Trust Company of Vermont
Vermont
$116K -$156K -1,575 -58%
CSWM
1481
Cassady Schiller Wealth Management
Ohio
$114K – – –
WCM
1482
Wunderlich Capital Managemnt
Tennessee
$113K – – –
CIA
1483
Cape Investment Advisory
Georgia
$110K +$110K +1,108 New
MTIC
1484
Missouri Trust & Investment Company
Missouri
$110K -$12.7K -129 -10%
WC
1485
Westwind Capital
New Mexico
$108K -$174K -1,762 -62%
FPB
1486
First PREMIER Bank
South Dakota
$105K – – –
FPFS
1487
First Personal Financial Services
North Carolina
$101K – – –
TLA
1488
Tanglewood Legacy Advisors
Texas
$101K +$99 +1 +0.1%
MFC
1489
Mechanics Financial Corp
Ohio
$99.6K – – –
FCMT
1490
Founders Capital Management (Texas)
Texas
$98K -$654K -6,615 -87%
NRC
1491
New Republic Capital
North Carolina
$95.8K -$2.83M -28,635 -97%
CA
1492
Centerpoint Advisors
Massachusetts
$92K -$13.3K -135 -13%
RCM
1493
Raleigh Capital Management
North Carolina
$91.5K +$90K +911 +13,014%
CCA
1494
Column Capital Advisors
Indiana
$89.4K – – –
PAIM
1495
Punch & Associates Investment Management
Minnesota
$88.2K -$4.22M -42,715 -98%
PA
1496
PSI Advisors
Florida
$87.9K +$4.94K +50 +6%
AIM
1497
Anchor Investment Management
South Carolina
$87.5K -$5.04K -51 -5%
GFL
1498
Granite FO LLC
New Hampshire
$84.1K +$988 +10 +1%
CT
1499
Clearstead Trust
Maine
$82.9K – – –
WWP
1500
WR Wealth Planners
Missouri
$80.8K +$80.2K +811 New
58 59
60
61 62