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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
KJWM
1701
Kiley Juergens Wealth Management
Washington
$291K +$293K +2,929 New
FWA
1702
FSM Wealth Advisors
Ohio
$289K – – –
SCM
1703
Stordahl Capital Management
Colorado
$288K – – –
WJWM
1704
Williams Jones Wealth Management
New York
$288K -$75.6K -756 -21%
LW
1705
Lauer Wealth
Indiana
$288K +$290K +2,895 New
EHC
1706
Everett Harris & Co
California
$287K – – –
PMWMG
1707
Parr McKnight Wealth Management Group
Minnesota
$286K -$328K -3,277 -53%
SFP
1708
Sandbox Financial Partners
Maryland
$286K +$1K +10 +0.3%
SF
1709
Symphony Financial
Texas
$285K -$736K -7,359 -72%
EF
1710
Elite Financial
Idaho
$284K -$9.9K -99 -3%
BWM
1711
BNC Wealth Management
Oregon
$283K -$18.6K -186 -6%
SG
1712
Strid Group
Pennsylvania
$283K -$448K -4,478 -61%
AA
1713
Armis Advisers
Georgia
$282K +$3.3K +33 +1%
EA
1714
Echo45 Advisors
California
$279K – – –
CMP
1715
Courage Miller Partners
Virginia
$278K – – –
RWA
1716
Redhawk Wealth Advisors
Minnesota
$278K +$37.8K +378 +16%
EFT
1717
Envision Financial Transparency
North Carolina
$278K +$280K +2,796 New
SCA
1718
Stonebridge Capital Advisors
Minnesota
$278K -$40.2K -402 -13%
BMC
1719
Benin Management Corp
Connecticut
$277K – – –
HAS
1720
HBW Advisory Services
California
$277K +$26K +260 +10%
PFC
1721
Phocas Financial Corp
California
$277K – – –
NCM
1722
Noesis Capital Mangement
Florida
$277K -$15.9K -159 -5%
BBA
1723
Braun-Bostich & Associates
Pennsylvania
$275K +$11.7K +117 +4%
DSC
1724
Duncker Streett & Co
Missouri
$271K – – –
LTAS
1725
Linden Thomas Advisory Services
North Carolina
$271K +$34.5K +345 +14%
67 68
69
70 71