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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1751
Lyell Wealth Management
California
$269K +$51.9K +525 +24%
ACA
1752
Adirondack Capital Advisors
New York
$269K +$26.7K +270 +11%
NRC
1753
New Republic Capital
North Carolina
$269K +$2.28K +23 +0.9%
SDWMA
1754
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K +$266K +2,691 New
WA
1755
WP Advisors
California
$266K +$2.67K +27 +1%
WIA
1756
Wetzel Investment Advisors
Indiana
$265K -$37.3K -377 -12%
HGA
1757
Hobbs Group Advisors
South Carolina
$264K -$104K -1,052 -28%
HFS
1758
Howard Financial Services
Texas
$264K +$1.68K +17 +0.6%
EF
1759
Entrust Financial
Pennsylvania
$261K +$2.57K +26 +1%
WSCM
1760
Wellington Shields Capital Management
New York
$260K – – –
LW
1761
Linscomb Wealth
Texas
$260K -$5.96M -60,197 -96%
OIM
1762
Orca Investment Management
Oregon
$259K +$259K +2,619 New
HFP
1763
Holistic Financial Partners
Indiana
$259K -$4.95K -50 -2%
NFC
1764
Northstar Financial Companies
Pennsylvania
$258K +$2.18K +22 +0.9%
EWA
1765
EverSource Wealth Advisors
Alabama
$258K -$116K -1,168 -31%
HCP
1766
Hexagon Capital Partners
Arkansas
$258K +$99 +1 +0%
TNB
1767
Thomasville National Bank
Georgia
$258K +$258K +2,605 New
PMA
1768
Prudent Man Advisors
Illinois
$257K +$29.7K +300 +13%
MWM
1769
Maltin Wealth Management
New Jersey
$257K +$16.6K +168 +7%
SWM
1770
Selby Wealth Management
California
$256K -$43.5K -440 -15%
AFC
1771
AFT Forsyth & Company
Florida
$256K +$396 +4 +0.2%
TBFA
1772
Three Bearings Fiduciary Advisors
New Hampshire
$256K – – –
DCA
1773
DB&C Advisors
Michigan
$256K -$11.4K -115 -4%
PL
1774
Protective Life
Alabama
$255K – – –
FDDB
1775
Fidelity D&D Bancorp
Pennsylvania
$254K – – –
69 70
71
72 73