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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1651
GAMMA Investing
California
$353K +$320K +3,239 +994%
SWM
1652
SeaCrest Wealth Management
New York
$352K +$93.9K +949 +36%
AR
1653
Apeiron RIA
Texas
$352K +$21.3K +215 +6%
EFG
1654
Everhart Financial Group
Ohio
$351K +$12.5K +126 +4%
NWA
1655
Northwest Wealth Advisors
Washington
$349K +$132K +1,338 +61%
RA
1656
Rockingstone Advisors
Massachusetts
$346K – – –
SF
1657
Symphony Financial
Texas
$344K +$58.6K +592 +21%
TF
1658
Trek Financial
Arizona
$343K -$25.2M -254,435 -99%
WTFG
1659
Wood Tarver Financial Group
Idaho
$343K -$70.3K -710 -17%
TWM
1660
Topsail Wealth Management
North Carolina
$342K +$3.36K +34 +1%
EDRH
1661
Edmond de Rothschild Holding
Switzerland
$341K – – –
IPW
1662
Impact Partnership Wealth
Georgia
$341K +$72.9K +737 +27%
OWP
1663
ORG Wealth Partners
Texas
$341K -$18.8K -190 -5%
SCP
1664
Silverleafe Capital Partners
Tennessee
$341K -$297 -3 -0.1%
BAMG
1665
Brand Asset Management Group
Missouri
$340K +$340K +3,433 New
MSA
1666
Marino Stram & Associates
Massachusetts
$340K +$18.1K +183 +6%
SC
1667
Stephenson & Company
California
$339K – – –
CIC
1668
Cutler Investment Counsel
Oregon
$336K +$5.64K +57 +2%
SWM
1669
Segment Wealth Management
Texas
$336K +$10.9K +110 +3%
2L
1670
25 LLC
Missouri
$336K – – –
KIM
1671
Karpus Investment Management
New York
$335K – – –
EAM
1672
Everstar Asset Management
North Carolina
$335K +$1.64M +16,597 New
LTAS
1673
Linden Thomas Advisory Services
North Carolina
$332K +$62K +627 +23%
KAS
1674
KPP Advisory Services
Kentucky
$332K -$12.3K -124 -4%
RA
1675
Rise Advisors
New York
$331K +$36.3K +367 +12%
65 66
67
68 69