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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1676
McIlrath & Eck
Washington
$240K – – –
LWA
1677
Lantern Wealth Advisors
New York
$239K +$2.76K +28 +1%
WA
1678
WealthTrust Axiom
Pennsylvania
$239K – – –
DFG
1679
Dynamic Financial Group
Iowa
$239K +$243K +2,464 New
BMWS
1680
Brady Martz Wealth Solutions
North Dakota
$238K +$244K +2,480 New
WG
1681
Watchman Group
Texas
$237K – – –
HG
1682
Harbor Group
New Hampshire
$237K +$241K +2,445 New
LCWP
1683
Legacy Capital Wealth Partners
Arkansas
$236K -$303K -3,080 -56%
EP
1684
Edgestream Partners
New Jersey
$236K -$1.91M -19,423 -89%
SO
1685
Sierra Ocean
California
$235K +$239K +2,422 New
NA
1686
Nottingham Advisors
New York
$233K -$411K -4,175 -63%
FAN
1687
Financial Advisors Network
California
$233K +$237K +2,402 New
CIA
1688
Cohen Investment Advisors
New Hampshire
$233K +$236K +2,400 New
WAOTB
1689
Wealth Advisors of Tampa Bay
Florida
$232K +$11K +112 +5%
EFS
1690
Essex Financial Services
Connecticut
$232K -$27.5M -279,516 -99%
NIM
1691
Nicollet Investment Management
Minnesota
$231K +$235K +2,388 New
AR
1692
Apeiron RIA
Texas
$231K -$18.9K -192 -7%
LOPW
1693
Live Oak Private Wealth
North Carolina
$231K – – –
SWP
1694
Semus Wealth Partners
Florida
$230K -$33.3K -338 -12%
AFA
1695
AllGen Financial Advisors
Florida
$229K +$233K +2,368 New
AIA
1696
Allied Investment Advisors
Montana
$228K – – –
PWM
1697
Palacios Wealth Management
Florida
$226K +$230K +2,339 New
LPP
1698
Life Planning Partners
Florida
$226K +$1.38K +14 +0.6%
BOPW
1699
Brandywine Oak Private Wealth
Pennsylvania
$225K +$229K +2,322 New
SOAG
1700
Silver Oak Advisory Group
Oregon
$224K – – –
66 67
68
69 70