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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1726
Towneley Capital Management
California
$207K -$76.5K -771 -27%
PHIC
1727
Pine Haven Investment Counsel
Massachusetts
$207K – – –
LTI
1728
Laffer Tengler Investments
Tennessee
$207K +$204K +2,061 New
PWM
1729
Partners Wealth Management
California
$206K +$1.09K +11 +0.5%
AWM
1730
Able Wealth Management
New Jersey
$205K +$203K +2,047 New
CF
1731
Convergence Financial
Missouri
$205K +$203K +2,043 New
WA
1732
Wealth Architects
California
$205K +$203K +2,042 New
FMTC
1733
Farmers & Merchants Trust Company
California
$203K -$28.9K -291 -13%
TWP
1734
Tyche Wealth Partners
Texas
$203K +$201K +2,026 New
WIC
1735
Woodmont Investment Counsel
Tennessee
$203K – – –
DAM
1736
Delta Asset Management
Tennessee
$203K – – –
TWM
1737
Trueblood Wealth Management
Ohio
$203K +$201K +2,022 New
GJIA
1738
Glass Jacobson Investment Advisors
Maryland
$203K +$71.4K +720 +55%
BTW
1739
Boston Trust Walden
Massachusetts
$202K +$200K +2,019 New
SIA
1740
SkyView Investment Advisors
New Jersey
$202K +$200K +2,012 New
FIM
1741
FWL Investment Management
Texas
$202K – – –
AP
1742
Appleton Partners
Massachusetts
$201K -$29.6K -298 -13%
PP
1743
Prudential plc
United Kingdom
$201K -$1.87M -18,877 -90%
PWA
1744
Principia Wealth Advisory
Texas
$200K +$181K +1,823 +1,054%
MCA
1745
Midwest Capital Advisors
Michigan
$200K +$595 +6 +0.3%
TCOV
1746
Trust Company of Vermont
Vermont
$192K +$53.9K +543 +40%
SL
1747
Salomon & Ludwin
Virginia
$191K +$184K +1,850 +3,033%
KSWA
1748
Kathleen S. Wright Associates
Pennsylvania
$189K +$2.88K +29 +2%
RMP
1749
Richards, Merrill & Peterson
Washington
$185K – – –
CB
1750
CNB Bank
Pennsylvania
$180K – – –
68 69
70
71 72