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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
1651
Central Trust Company
Missouri
$252K +$62.8K +638 +33%
LWM
1652
Liberty Wealth Management
California
$251K +$256K +2,595 New
I
1653
INVST
Indiana
$251K -$129K -1,312 -34%
HOWA
1654
Heritage Oak Wealth Advisors
Florida
$250K -$2.35M -23,827 -90%
CCM
1655
Chilton Capital Management
Texas
$249K -$1.67K -17 -0.7%
CC
1656
Commons Capital
Massachusetts
$248K +$252K +2,559 New
ARG
1657
Advisory Resource Group
Oklahoma
$248K -$8.37K -85 -3%
CAC
1658
Certified Advisory Corp
Florida
$248K -$2.36K -24 -0.9%
FSA
1659
Fort Sheridan Advisors
Illinois
$247K +$17.8K +181 +8%
CC
1660
Cadinha & Co
Hawaii
$247K -$3.25K -33 -1%
KWM
1661
Keebeck Wealth Management
Illinois
$247K +$251K +2,550 New
WLIM
1662
White Lighthouse Investment Management
Massachusetts
$247K -$65.4K -664 -21%
CAM
1663
Concorde Asset Management
Michigan
$247K +$18.3K +186 +8%
BBA
1664
Braun-Bostich & Associates
Pennsylvania
$245K +$10.7K +109 +4%
KCM
1665
Kanawha Capital Management
Virginia
$245K -$17.7K -180 -7%
PL
1666
Plancorp LLC
Missouri
$245K +$249K +2,528 New
KV
1667
Kickstand Ventures
New York
$244K -$197 -2 -0.1%
CPW
1668
Catalyst Private Wealth
California
$243K – – –
SPW
1669
Surience Private Wealth
Washington
$243K – – –
CIA
1670
Cascade Investment Advisors
Oregon
$242K +$246K +2,500 New
LODC
1671
Lanham O'Dell & Company
West Virginia
$242K +$246K +2,500 New
TC
1672
Tenret Company
Florida
$242K +$246K +2,495 New
VPWA
1673
Vestia Personal Wealth Advisors
Indiana
$242K +$11.9K +121 +5%
CFA
1674
CWS Financial Advisors
Michigan
$242K +$394 +4 +0.2%
LA
1675
LPF Advisors
Florida
$241K -$13.7K -139 -5%
65 66
67
68 69