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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
1501
Lantern Wealth Advisors
New York
$235K +$235K +2,404 New
BA
1502
Brightwater Advisory
Florida
$235K +$235K +2,400 New
FSA
1503
Fort Sheridan Advisors
Illinois
$232K – – –
TCOT
1504
Trust Company of Toledo
Ohio
$230K -$7.34K -75 -3%
MWM
1505
Merriman Wealth Management
Washington
$228K +$228K +2,328 New
SOAG
1506
Silver Oak Advisory Group
Oregon
$228K – – –
DWM
1507
Darwin Wealth Management
Florida
$227K -$21.8K -223 -9%
LPP
1508
Life Planning Partners
Florida
$225K +$136K +1,385 +151%
GRA
1509
Golden Road Advisors
Florida
$225K -$391 -4 -0.2%
FWM
1510
Focused Wealth Management
New York
$225K +$587 +6 +0.3%
WAOTB
1511
Wealth Advisors of Tampa Bay
Florida
$224K – – –
CP
1512
Canopy Partners
Ohio
$224K +$14.6K +149 +7%
AA
1513
ACT Advisors
North Carolina
$223K – – –
FDCDDQ
1514
Federation des caisses Desjardins du Quebec
Quebec, Canada
$223K -$67.5K -690 -23%
WA
1515
WealthTrust Axiom
Pennsylvania
$221K +$221K +2,256 New
WJWM
1516
Williams Jones Wealth Management
New York
$220K +$220K +2,249 New
RIL
1517
Rothschild Investment LLC
Illinois
$220K +$98 +1 +0%
PWMA
1518
Pension & Wealth Management Advisors
Massachusetts
$220K -$12K -123 -5%
GI
1519
Gradient Investments
Minnesota
$220K -$5.19K -53 -2%
CSA
1520
Cottage Street Advisors
Massachusetts
$219K +$219K +2,239 New
CPW
1521
Catalyst Private Wealth
California
$219K – – –
HNW
1522
High Note Wealth
Minnesota
$219K +$219K +2,234 New
DMIC
1523
Dixon Mitchell Investment Counsel
British Columbia, Canada
$219K +$218K +2,232 New
DWM
1524
Dopkins Wealth Management
New York
$217K +$217K +2,217 New
NIWA
1525
New Insight Wealth Advisors
California
$216K -$82.1K -839 -28%
59 60
61
62 63