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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1601
Pines Wealth Management
North Carolina
$289K +$296K +3,009 New
CWA
1602
CJM Wealth Advisers
Virginia
$288K – – –
CA
1603
Cornerstone Advisory
Maryland
$287K -$460K -4,671 -61%
FT
1604
Fiduciary Trust
Massachusetts
$287K +$52.4K +532 +22%
PCM
1605
Parsons Capital Management
Rhode Island
$285K +$289K +2,937 New
BW
1606
BostonPremier Wealth
Massachusetts
$284K +$289K +2,933 New
GWM
1607
Gray Wealth Management
Maine
$284K – – –
WDL
1608
Well Done LLC
Michigan
$283K – – –
OFG
1609
Oxford Financial Group
Indiana
$282K -$23K -234 -7%
BCM
1610
BluePointe Capital Management
California
$282K +$286K +2,906 New
GEA
1611
Glen Eagle Advisors
New Jersey
$280K -$3.74K -38 -1%
EHC
1612
Everett Harris & Co
California
$280K – – –
GWM
1613
GDS Wealth Management
Texas
$279K +$22.6K +229 +9%
PAM
1614
PCG Asset Management
New Jersey
$279K +$283K +2,875 New
PWMA
1615
Pension & Wealth Management Advisors
Massachusetts
$279K +$100K +1,016 +55%
CWA
1616
Clearview Wealth Advisors
Oregon
$277K – – –
FGA
1617
Fortis Group Advisors
New Jersey
$275K -$29.7K -302 -10%
LWM
1618
Lyell Wealth Management
California
$275K -$17.7K -180 -6%
MCM
1619
M1 Capital Management
Michigan
$274K +$279K +2,828 New
KPP
1620
Kings Path Partners
Texas
$273K +$19.7K +200 +8%
FWA
1621
FSM Wealth Advisors
Ohio
$272K -$10.6K -108 -4%
CMP
1622
Courage Miller Partners
Virginia
$272K -$98 -1 -0%
ONST
1623
Old North State Trust
North Carolina
$271K +$276K +2,800 New
BMC
1624
Benin Management Corp
Connecticut
$271K – – –
PFC
1625
Phocas Financial Corp
California
$270K +$275K +2,791 New
63 64
65
66 67