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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$116K – – –
SC
1627
Steph & Co
Wisconsin
$115K +$76K +799 +223%
WCM
1628
Wunderlich Capital Managemnt
Tennessee
$112K – – –
BCV
1629
Banque Cantonale Vaudoise
Switzerland
$109K – – –
CA
1630
Centerpoint Advisors
Massachusetts
$108K – – –
NFA
1631
Northwest Financial Advisors
Virginia
$107K +$103K +1,078 New
RBC
1632
Roble Belko & Company
Pennsylvania
$104K +$761 +8 +0.8%
BHWM
1633
Beaird Harris Wealth Management
Texas
$104K +$60.5K +636 +156%
CPG
1634
Cornerstone Planning Group
New Jersey
$103K -$29.5K -310 -23%
BLC
1635
Brown, Lisle/Cummings
Rhode Island
$103K – – –
DFA
1636
DHJJ Financial Advisors
Illinois
$101K +$95 +1 +0.1%
FPFS
1637
First Personal Financial Services
North Carolina
$101K – – –
HIIFS
1638
Harel Insurance Investments & Financial Services
Israel
$100K – – –
MFC
1639
Mechanics Financial Corp
Ohio
$99.3K – – –
WSC
1640
Wellington Shields & Co
New York
$97.1K +$93.1K +978 New
NRC
1641
New Republic Capital
North Carolina
$95.4K – – –
LPP
1642
Life Planning Partners
Florida
$90.8K +$87.2K +916 New
TLA
1643
Tanglewood Legacy Advisors
Texas
$90.6K -$9.33K -98 -10%
MTIC
1644
Missouri Trust & Investment Company
Missouri
$89.6K +$2.57K +27 +3%
NA
1645
Nordwand Advisors
Pennsylvania
$88.6K – – –
PAIM
1646
Punch & Associates Investment Management
Minnesota
$87.8K – – –
GWANC
1647
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.3K – – –
WAS
1648
Winch Advisory Services
Wisconsin
$85.7K – – –
GFL
1649
Granite FO LLC
New Hampshire
$85.6K +$952 +10 +1%
TAM
1650
Tucker Asset Management
Colorado
$84K +$37.3K +392 +86%
64 65
66
67 68