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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1751
Synergy Investment Management
Florida
$156K +$159K +1,615 New
BHWM
1752
Beaird Harris Wealth Management
Texas
$154K +$74K +751 +90%
RMP
1753
Richards, Merrill & Peterson
Washington
$148K +$151K +1,529 New
CA
1754
Centerpoint Advisors
Massachusetts
$148K +$13.7K +139 +10%
MAS
1755
MPWM Advisory Solutions
Georgia
$147K +$150K +1,520 New
JFA
1756
JNBA Financial Advisors
Minnesota
$147K -$46.5K -472 -24%
AGWCA
1757
Annis Gardner Whiting Capital Advisors
Florida
$146K +$7.58K +77 +5%
BSB
1758
Bangor Savings Bank
Maine
$145K – – –
CSC
1759
Caldwell Sutter Capital
California
$143K -$2.27K -23 -2%
CBT
1760
Crews Bank & Trust
Florida
$142K +$144K +1,463 New
CSPIA
1761
Cary Street Partners Investment Advisory
Virginia
$140K -$5.03M -51,108 -97%
RI
1762
Ridgewood Investments
New Jersey
$138K – – –
ETS
1763
ESL Trust Services
New York
$136K – – –
YDMI
1764
Y.D. More Investments
Israel
$133K +$56.1K +570 +71%
AEPWM
1765
Atlantic Edge Private Wealth Management
Florida
$131K +$4.92K +50 +4%
PSFG
1766
Park Square Financial Group
Georgia
$131K +$133K +1,349 New
FPB
1767
First PREMIER Bank
South Dakota
$130K +$121K +1,233 +1,163%
PPC
1768
Park Place Capital
Alabama
$128K -$74K -751 -36%
VWM
1769
Valley Wealth Managers
New Jersey
$128K -$37.6K -382 -22%
FF
1770
Friedenthal Financial
New Jersey
$126K -$29.1K -295 -18%
GJIA
1771
Glass Jacobson Investment Advisors
Maryland
$126K – – –
RDFA
1772
Ritter Daniher Financial Advisory
Ohio
$125K – – –
PP
1773
Pacifica Partners
Canada
$120K – – –
TFA
1774
Toth Financial Advisory
Virginia
$120K -$4.92K -50 -4%
DWM
1775
Darwin Wealth Management
Florida
$120K -$102K -1,036 -46%
69 70
71
72 73