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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1526
Wedgewood Investors
Pennsylvania
$232K – – –
SOAG
1527
Silver Oak Advisory Group
Oregon
$230K – – –
RWI
1528
Red Wave Investments
Pennsylvania
$230K – – –
MAM
1529
Milestone Asset Management
Pennsylvania
$229K +$219K +2,304 New
OWA
1530
Outlook Wealth Advisors
Texas
$229K – – –
GRA
1531
Golden Road Advisors
Florida
$229K +$219K +2,304 New
IFWM
1532
Institute for Wealth Management
Colorado
$229K -$55.7K -585 -20%
CTC
1533
Central Trust Company
Missouri
$228K -$172K -1,803 -44%
GI
1534
Gradient Investments
Minnesota
$228K +$12.8K +135 +6%
EFG
1535
Ehrlich Financial Group
California
$228K +$218K +2,294 New
FWM
1536
Focused Wealth Management
New York
$228K +$285 +3 +0.1%
WAOTB
1537
Wealth Advisors of Tampa Bay
Florida
$227K +$217K +2,285 New
AA
1538
ACT Advisors
North Carolina
$226K -$2.47K -26 -1%
CT
1539
Cambridge Trust
Massachusetts
$225K -$399K -4,195 -65%
CPC
1540
Consolidated Planning Corp
Georgia
$225K +$216K +2,265 New
RIL
1541
Rothschild Investment LLC
Illinois
$223K +$214K +2,246 New
YWM
1542
Yoder Wealth Management
California
$222K -$42.3K -445 -17%
SC
1543
Scholtz & Company
Connecticut
$222K +$213K +2,237 New
IFA
1544
Interactive Financial Advisors
Illinois
$222K -$9.76M -102,525 -99%
CPW
1545
Catalyst Private Wealth
California
$222K – – –
TMWM
1546
Taylor & Morgan Wealth Management
Michigan
$222K +$2.19K +23 +1%
JGCM
1547
Joseph Group Capital Management
Ohio
$221K +$22.9K +241 +12%
KFS
1548
Kaizen Financial Strategies
California
$220K +$211K +2,220 New
FSWA
1549
Financial Synergies Wealth Advisors
Texas
$220K -$3.81K -40 -2%
AIM
1550
Alhambra Investment Management
Florida
$220K -$51.3K -539 -20%
60 61
62
63 64