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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1701
Promethium Advisors
Maryland
$220K -$46.8K -472 -18%
PWS
1702
Precision Wealth Strategies
Missouri
$219K -$23.7K -239 -10%
PA
1703
Planning Alternatives
Michigan
$218K +$216K +2,177 New
CA
1704
Cornerstone Advisory
Maryland
$218K -$54.4K -548 -20%
DWP
1705
Destiny Wealth Partners
Florida
$217K – – –
NFA
1706
Northwest Financial Advisors
Virginia
$215K -$126K -1,265 -37%
LPP
1707
Life Planning Partners
Florida
$214K +$1.09K +11 +0.5%
TCM
1708
Triumph Capital Management
Colorado
$214K -$616K -6,204 -74%
CFA
1709
Cahill Financial Advisors
Minnesota
$214K +$211K +2,131 New
BFWM
1710
Bright Futures Wealth Management
New York
$213K +$211K +2,128 New
I
1711
INVST
Indiana
$213K -$53.8K -542 -20%
OPPS
1712
Obsidian Personal Planning Solutions
Maryland
$213K +$210K +2,114 New
PIM
1713
Penobscot Investment Management
Massachusetts
$212K +$210K +2,115 New
CFGA
1714
Cambridge Financial Group (Arizona)
Arizona
$212K +$209K +2,110 New
B
1715
Bensler
Washington
$211K +$209K +2,108 New
FWP
1716
Falcon Wealth Planning
California
$211K +$3.37K +34 +2%
BCM
1717
Boltwood Capital Management
California
$211K – – –
WOSD
1718
WFA of San Diego
California
$211K – – –
CICI
1719
Capital Investment Counsel Inc
North Carolina
$211K +$69.5K +700 +50%
EFS
1720
Essex Financial Services
Connecticut
$210K -$79.9K -805 -28%
EL
1721
Essex LLC
Illinois
$210K +$208K +2,097 New
MG
1722
McHugh Group
Ohio
$209K – – –
FMN
1723
Financial Management Network
California
$209K +$207K +2,091 New
TCOT
1724
Trust Company of Toledo
Ohio
$208K – – –
PWA
1725
Primoris Wealth Advisors
Florida
$208K +$99 +1 +0%
67 68
69
70 71