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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1676
Opal Wealth Advisors
New York
$41.6K -$1.04M -10,775 -96%
AWA
1677
Alaska Wealth Advisors
Alaska
$41.2K -$2.61K -27 -6%
SC
1678
Steph & Co
Wisconsin
$41.1K – – –
CYG
1679
Clean Yield Group
Vermont
$39.4K – – –
TJHA
1680
Thomas J. Herzfeld Advisors
Florida
$37.2K +$37K +383 New
KB
1681
Kimelman & Baird
New York
$36.4K +$36.2K +375 New
BWP
1682
Baldwin Wealth Partners
Massachusetts
$34.3K +$2.7K +28 +9%
RWM
1683
Ruedi Wealth Management
Illinois
$34K +$386 +4 +1%
LI
1684
LRI Investments
Florida
$33.6K +$193 +2 +0.6%
VWM
1685
Venturi Wealth Management
Texas
$30.6K – – –
JAM
1686
JCIC Asset Management
Ontario, Canada
$30.6K – – –
EWA
1687
Elevate Wealth Advisory
Georgia
$30.2K -$3.77K -39 -11%
SA
1688
SRH Advisors
Kansas
$29.9K – – –
ACA
1689
Atlas Capital Advisors
Wyoming
$29.1K – – –
CNBTD
1690
Citizens National Bank Trust Department
Mississippi
$29.1K – – –
CIA
1691
Cape Investment Advisory
Georgia
$29K -$2.32K -24 -7%
LIA
1692
Lynx Investment Advisory
District of Columbia
$28.5K +$28.3K +293 New
AWM
1693
Activest Wealth Management
Florida
$26.9K +$97 +1 +0.4%
WAG
1694
Wiser Advisor Group
Arizona
$26.6K +$26.4K +274 New
ADL
1695
Asset Dedication LLC
California
$25.1K +$193 +2 +0.8%
HWP
1696
Highline Wealth Partners
California
$24.9K -$74.3K -770 -75%
OLVIG
1697
Oliver Lagore Vanvalin Investment Group
Michigan
$24.8K +$15.3K +158 +163%
BCPWM
1698
Bradley & Co Private Wealth Management
Florida
$24.7K – – –
GFPC
1699
Global Financial Private Client
Florida
$24K – – –
CWP
1700
Concord Wealth Partners
Virginia
$23.6K +$193 +2 +0.8%
66 67
68
69 70