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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1676
KLCM Advisors
Wisconsin
$336K +$337K +3,360 New
FMP
1677
Financial Management Professionals
Texas
$335K – – –
KF
1678
Krilogy Financial
Missouri
$334K +$8.03K +80 +2%
CF
1679
Centaurus Financial
California
$332K +$33.4K +333 +11%
CIC
1680
Cutler Investment Counsel
Oregon
$331K +$18.8K +187 +6%
SSA
1681
SSA Swiss Advisors
$331K -$61.5K -613 -16%
EWM
1682
Endowment Wealth Management
Wisconsin
$328K +$40.7K +406 +14%
EFG
1683
Everhart Financial Group
Ohio
$328K -$20.1K -200 -6%
PCA
1684
Prosperity Capital Advisors
Ohio
$327K -$929K -9,260 -74%
CT
1685
Clearstead Trust
Maine
$326K -$68.4K -682 -17%
HCP
1686
Hardin Capital Partners
South Carolina
$326K -$2.11K -21 -0.6%
TCM
1687
Traub Capital Management
Massachusetts
$325K +$50.2K +500 +18%
MC
1688
Middleton & Co
Massachusetts
$325K – – –
CIA
1689
Cape Investment Advisory
Georgia
$324K +$79.6K +793 +32%
BWM
1690
BAM Wealth Management
Colorado
$323K -$132K -1,317 -29%
PWM
1691
Parkshore Wealth Management
California
$321K +$2.21K +22 +0.7%
WLIM
1692
White Lighthouse Investment Management
Massachusetts
$321K +$42.6K +425 +15%
SWM
1693
Selby Wealth Management
California
$321K +$322K +3,211 New
SCA
1694
Stonebridge Capital Advisors
Minnesota
$320K +$40.3K +402 +14%
RWM
1695
Riverbend Wealth Management
South Carolina
$319K – – –
KFI
1696
Key Financial Inc
Pennsylvania
$318K -$16.8K -167 -5%
ACM
1697
Absolute Capital Management
Pennsylvania
$317K +$14.9K +148 +5%
MCWA
1698
Meadow Creek Wealth Advisors
Georgia
$316K -$34.8K -347 -10%
TWP
1699
Tempus Wealth Planning
California
$316K -$11.5K -115 -4%
FHC
1700
First Heartland Consultants
Missouri
$314K -$1.6K -16 -0.5%
66 67
68
69 70