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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1626
Steph & Co
Wisconsin
$115K +$76K +799 +223%
WCM
1627
Wunderlich Capital Managemnt
Tennessee
$112K – – –
BCV
1628
Banque Cantonale Vaudoise
Switzerland
$109K – – –
CA
1629
Centerpoint Advisors
Massachusetts
$108K – – –
NFA
1630
Northwest Financial Advisors
Virginia
$107K +$103K +1,078 New
RBC
1631
Roble Belko & Company
Pennsylvania
$104K +$761 +8 +0.8%
BHWM
1632
Beaird Harris Wealth Management
Texas
$104K +$60.5K +636 +156%
CPG
1633
Cornerstone Planning Group
New Jersey
$103K -$29.5K -310 -23%
BLC
1634
Brown, Lisle/Cummings
Rhode Island
$103K – – –
DFA
1635
DHJJ Financial Advisors
Illinois
$101K +$95 +1 +0.1%
FPFS
1636
First Personal Financial Services
North Carolina
$101K – – –
HIIFS
1637
Harel Insurance Investments & Financial Services
Israel
$100K – – –
MFC
1638
Mechanics Financial Corp
Ohio
$99.3K – – –
WSC
1639
Wellington Shields & Co
New York
$97.1K +$93.1K +978 New
NRC
1640
New Republic Capital
North Carolina
$95.4K – – –
LPP
1641
Life Planning Partners
Florida
$90.8K +$87.2K +916 New
TLA
1642
Tanglewood Legacy Advisors
Texas
$90.6K -$9.33K -98 -10%
MTIC
1643
Missouri Trust & Investment Company
Missouri
$89.6K +$2.57K +27 +3%
NA
1644
Nordwand Advisors
Pennsylvania
$88.6K – – –
PAIM
1645
Punch & Associates Investment Management
Minnesota
$87.8K – – –
GWANC
1646
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.3K – – –
WAS
1647
Winch Advisory Services
Wisconsin
$85.7K – – –
GFL
1648
Granite FO LLC
New Hampshire
$85.6K +$952 +10 +1%
TAM
1649
Tucker Asset Management
Colorado
$84K +$37.3K +392 +86%
PPWM
1650
PFG Private Wealth Management
Florida
$83.8K – – –
64 65
66
67 68