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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1526
Traynor Capital Management
Pennsylvania
$462K -$75.4K -762 -14%
IAS
1527
IMA Advisory Services
Colorado
$461K +$401K +4,057 +672%
HBT
1528
Heartland Bank & Trust
Illinois
$461K – – –
TWM
1529
TSA Wealth Management
Texas
$459K +$4.65K +47 +1%
LCWP
1530
Legacy Capital Wealth Partners
Arkansas
$458K +$55.5K +561 +14%
BRM
1531
Boston Research & Management
Massachusetts
$458K -$15.4K -156 -3%
CBTWT
1532
Community Bank & Trust (Waco, Texas)
Texas
$457K +$37.5K +379 +9%
WCG
1533
Weaver Consulting Group
California
$456K +$20.1K +203 +5%
RCG
1534
Ridge Creek Global
Ohio
$455K – – –
PFA
1535
Presper Financial Architects
Ohio
$453K -$987K -9,972 -69%
BIS
1536
BG Investment Services
Guam
$451K -$17.5K -177 -4%
DQRIM
1537
Dale Q Rice Investment Management
Washington
$451K -$17.1K -173 -4%
PWMG
1538
Pioneer Wealth Management Group
Texas
$451K +$451K +4,555 New
WLIM
1539
White Lighthouse Investment Management
Massachusetts
$451K -$4.95K -50 -1%
CFP
1540
Cascade Financial Partners
California
$451K – – –
KIM
1541
Kestra Investment Management
Texas
$450K +$450K +4,545 New
JIC
1542
Joel Isaacson & Co
New York
$450K +$3.96K +40 +0.9%
QWM
1543
Quadcap Wealth Management
Texas
$444K +$12.6K +127 +3%
ITC
1544
Inspire Trust Company
Nevada
$444K – – –
NFW
1545
Noble Family Wealth
Florida
$443K -$533K -5,386 -55%
VFG
1546
Valley Financial Group
Pennsylvania
$440K – – –
SCG
1547
Sonata Capital Group
Washington
$438K – – –
HP
1548
Hilltop Partners
Indiana
$438K -$53.7K -543 -11%
AHL
1549
Abel Hall LLC
Louisiana
$437K -$4.95K -50 -1%
UWP
1550
Uniting Wealth Partners
Kansas
$437K -$2.47K -25 -0.6%
60 61
62
63 64