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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Clearstead Advisors
Ohio
$157K +$3.95K +40 +3%
WOSD
1477
WFA of San Diego
California
$156K +$158K +1,596 New
FA
1478
Faithward Advisors
Pennsylvania
$154K +$24.7K +250 +19%
AWM
1479
Atticus Wealth Management
Florida
$153K -$513K -5,191 -77%
AIC
1480
Archer Investment Corporation
Indiana
$152K +$26.9K +272 +21%
SWPG
1481
Strategic Wealth Partners Group
Illinois
$151K +$153K +1,547 New
NIC
1482
Northwest Investment Counselors
Oregon
$151K +$297 +3 +0.2%
KFI
1483
Key Financial Inc
Pennsylvania
$149K +$15.2K +154 +11%
HI
1484
Hendershot Investments
Virginia
$148K -$19.3K -195 -11%
FCA
1485
FinTrust Capital Advisors
South Carolina
$147K – – –
OLVIG
1486
Oliver Lagore Vanvalin Investment Group
Michigan
$146K +$144K +1,459 +5,031%
SIS
1487
Sound Income Strategies
Florida
$140K -$180K -1,818 -56%
CWP
1488
Concord Wealth Partners
Virginia
$139K +$198 +2 +0.1%
CSWM
1489
Cassady Schiller Wealth Management
Ohio
$133K +$21.5K +217 +19%
SSB
1490
Sandy Spring Bank
Maryland
$133K +$66.8K +676 +99%
LOIP
1491
Live Oak Investment Partners
Texas
$129K – – –
RDFA
1492
Ritter Daniher Financial Advisory
Ohio
$125K +$494 +5 +0.4%
AFS
1493
Annapolis Financial Services
Maryland
$125K – – –
AA
1494
Addison Advisors
Vermont
$123K – – –
EDRH
1495
Edmond de Rothschild Holding
Switzerland
$122K +$49.4K +500 +67%
IBOK
1496
Independence Bank of Kentucky
Kentucky
$120K -$14.8K -150 -11%
PA
1497
PSI Advisors
Florida
$119K +$32.8K +332 +38%
TF
1498
TimeScale Financial
Massachusetts
$118K +$119K +1,201 New
BCA
1499
Bray Capital Advisors
Florida
$118K – – –
SWM
1500
Sugarloaf Wealth Management
Georgia
$116K -$3.46K -35 -3%
58 59
60
61 62