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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1526
Brickley Wealth Management
California
$235K +$1.06K +11 +0.5%
CTC
1527
Central Trust Company
Missouri
$233K -$4.34K -45 -2%
JGCM
1528
Joseph Group Capital Management
Ohio
$232K -$55.7K -577 -19%
LOPW
1529
Live Oak Private Wealth
North Carolina
$231K +$230K +2,381 New
HFA
1530
High Falls Advisors
New York
$230K -$19.7K -204 -8%
FSA
1531
Fort Sheridan Advisors
Illinois
$230K – – –
CWM
1532
Core Wealth Management
Florida
$229K +$228K +2,363 New
TCOT
1533
Trust Company of Toledo
Ohio
$228K – – –
VA
1534
Vident Advisory
Georgia
$227K +$226K +2,343 New
NIWA
1535
New Insight Wealth Advisors
California
$227K +$12.5K +130 +6%
SFG
1536
Sovereign Financial Group
Connecticut
$226K -$343K -3,557 -60%
EP
1537
Essential Planning
New Hampshire
$226K -$114K -1,186 -34%
BCMLT
1538
Beacon Capital Management LLC (Tennessee)
Tennessee
$225K -$8.49K -88 -4%
WWM
1539
Wolff Wiese Magana
California
$225K +$186K +1,930 +497%
SOAG
1540
Silver Oak Advisory Group
Oregon
$225K – – –
LPP
1541
Life Planning Partners
Florida
$224K +$869 +9 +0.4%
AA
1542
ACT Advisors
North Carolina
$223K +$1.83K +19 +0.8%
MCM
1543
MidAtlantic Capital Management
Virginia
$222K +$27.4K +284 +14%
FW
1544
FullCircle Wealth
Texas
$222K +$219K +2,273 New
WAOTB
1545
Wealth Advisors of Tampa Bay
Florida
$222K – – –
RA
1546
Rise Advisors
New York
$221K +$19.4K +201 +10%
WI
1547
Wedgewood Investors
Pennsylvania
$220K +$219K +2,267 New
PAMG
1548
Patton Albertson Miller Group
Tennessee
$220K -$463K -4,792 -68%
PWMA
1549
Pension & Wealth Management Advisors
Massachusetts
$220K +$1.83K +19 +0.8%
CSA
1550
Cottage Street Advisors
Massachusetts
$219K +$1.93K +20 +0.9%
60 61
62
63 64