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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1551
Segment Wealth Management
Texas
$322K +$68.7K +698 +27%
SPA
1552
Sentinel Pension Advisors
Massachusetts
$322K -$114K -1,153 -26%
FWMP
1553
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$322K +$327K +3,323 New
MA
1554
MONECO Advisors
Connecticut
$322K +$102K +1,036 +45%
OWA
1555
Opal Wealth Advisors
New York
$321K +$327K +3,315 New
FCA
1556
Fortis Capital Advisors
Kansas
$321K -$1.16M -11,761 -79%
TPW
1557
Talon Private Wealth
Florida
$320K -$132K -1,342 -29%
PWP
1558
Perfromance Wealth Partners
Illinois
$318K -$24.6K -250 -7%
UBG
1559
United Bank (Georgia)
Georgia
$317K – – –
CGA
1560
Crescent Grove Advisors
Illinois
$316K -$181K -1,841 -36%
IBOK
1561
Independence Bank of Kentucky
Kentucky
$315K +$200K +2,026 +165%
GIM
1562
Goelzer Investment Management
Indiana
$315K +$320K +3,249 New
AG
1563
AmeriFlex Group
Nevada
$314K +$317K +3,222 New
MCM
1564
MidAtlantic Capital Management
Virginia
$313K +$95.4K +969 +43%
PWM
1565
Parkshore Wealth Management
California
$309K +$314K +3,191 New
SDWMA
1566
Schneider Downs Wealth Management Advisors
Pennsylvania
$309K -$7.49K -76 -2%
SSW
1567
Stone Summit Wealth
Florida
$309K – – –
BO
1568
Bank OZK
Arkansas
$308K +$74.5K +756 +31%
AFA
1569
American Financial Advisors
Georgia
$307K +$18.8K +191 +6%
CPCP
1570
Cedar Point Capital Partners
Iowa
$306K +$49.2K +500 +19%
WWM
1571
Wolff Wiese Magana
California
$305K +$12.3K +125 +4%
RPWA
1572
Regent Peak Wealth Advisors
Georgia
$304K +$309K +3,138 New
SAS
1573
Stelac Advisory Services
New York
$304K – – –
FWM
1574
Fonville Wealth Management
Virginia
$303K – – –
JIC
1575
Joel Isaacson & Co
New York
$302K +$14K +142 +5%
61 62
63
64 65