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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1651
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K – – –
EWA
1652
Elevate Wealth Advisory
Georgia
$34.3K +$4.11K +42 +14%
RWM
1653
Ruedi Wealth Management
Illinois
$33.8K +$10.5K +107 +45%
LI
1654
LRI Investments
Florida
$33.7K +$33.7K +344 New
BWP
1655
Baldwin Wealth Partners
Massachusetts
$31.8K – – –
CIA
1656
Cape Investment Advisory
Georgia
$31.7K – – –
CLOS
1657
Compagnie Lombard Odier SCmA
Switzerland
$31K – – –
ACA
1658
American Capital Advisory
Idaho
$31K +$29.2K +298 +2,292%
VWM
1659
Venturi Wealth Management
Texas
$30.9K -$100K -1,025 -76%
JAM
1660
JCIC Asset Management
Ontario, Canada
$30.9K – – –
FP
1661
Financial Perspectives
Minnesota
$30.8K – – –
TIM
1662
Tortoise Investment Management
New York
$30.6K +$294 +3 +1%
TVWM
1663
Tower View Wealth Management
Wisconsin
$30.5K +$30.4K +311 New
SA
1664
SRH Advisors
Kansas
$30.2K – – –
PAIM
1665
Punch & Associates Investment Management
Minnesota
$29.4K -$57.3K -585 -66%
CNBTD
1666
Citizens National Bank Trust Department
Mississippi
$29.4K -$17.1K -175 -37%
ACA
1667
Atlas Capital Advisors
Wyoming
$29.4K +$29.4K +300 New
CAM
1668
Chesapeake Asset Management
New York
$28.5K +$28.5K +291 New
AWM
1669
Activest Wealth Management
Florida
$27.1K -$570K -5,828 -95%
FPF
1670
First Pacific Financial
Washington
$26.9K +$2.74K +28 +11%
FCT
1671
First Community Trust
Iowa
$25.5K +$25.4K +260 New
ADL
1672
Asset Dedication LLC
California
$25K – – –
BCPWM
1673
Bradley & Co Private Wealth Management
Florida
$24.9K – – –
MFA
1674
Morling Financial Advisors
California
$24.4K +$24.4K +249 New
GFPC
1675
Global Financial Private Client
Florida
$23.9K – – –
65 66
67
68 69