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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CICI
1526
Capital Investment Counsel Inc
North Carolina
$42.3K +$43.3K +450 New
BHWM
1527
Beaird Harris Wealth Management
Texas
$38.4K -$1.64K -17 -4%
CYG
1528
Clean Yield Group
Vermont
$38.2K – – –
UFF
1529
USA Financial Formulas
Michigan
$37.2K -$13.8K -143 -27%
TIM
1530
Tortoise Investment Management
New York
$36.5K +$6.74K +70 +22%
FP
1531
Financial Perspectives
Minnesota
$35.2K – – –
GWSG
1532
GPS Wealth Strategies Group
Colorado
$35.1K – – –
AGWCA
1533
Annis Gardner Whiting Capital Advisors
Florida
$33.8K +$34.6K +359 New
SC
1534
Steph & Co
Wisconsin
$33.8K – – –
BWP
1535
Baldwin Wealth Partners
Massachusetts
$30.6K – – –
CLOS
1536
Compagnie Lombard Odier SCmA
Switzerland
$29.8K – – –
JAM
1537
JCIC Asset Management
Ontario, Canada
$29.6K – – –
SA
1538
SRH Advisors
Kansas
$29K – – –
CG
1539
Cutler Group
California
$28K +$9.63K +100 +50%
PFBT
1540
Parkside Financial Bank & Trust
Missouri
$27.6K – – –
KHC
1541
Koesten Hirschmann & Crabtree
Kansas
$27.6K +$385 +4 +1%
PAI
1542
Pittenger & Anderson Inc
Nebraska
$26.1K – – –
HWP
1543
Highline Wealth Partners
California
$24.1K – – –
ADL
1544
Asset Dedication LLC
California
$24K – – –
BCPWM
1545
Bradley & Co Private Wealth Management
Florida
$23.9K – – –
GFPC
1546
Global Financial Private Client
Florida
$23K -$11.6K -120 -33%
RWM
1547
Ruedi Wealth Management
Illinois
$22.2K +$96 +1 +0.4%
AWM
1548
AllSquare Wealth Management
New York
$22.1K +$11.8K +123 +110%
LC
1549
Lindbrook Capital
California
$22K – – –
SIC
1550
SJS Investment Consulting
Ohio
$21.7K +$1.54K +16 +7%
60 61
62
63 64