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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1776
Principia Wealth Advisory
Texas
$244K -$159K -1,589 -39%
SWM
1777
Steelhead Wealth Management
Virginia
$244K +$246K +2,462 New
ACA
1778
Adirondack Capital Advisors
New York
$243K – – –
RMAM
1779
Raab & Moskowitz Asset Management
New Jersey
$242K -$400 -4 -0.2%
WBC
1780
West Branch Capital
Massachusetts
$241K – – –
OWP
1781
Obermeyer Wealth Partners
Colorado
$241K -$19.3K -193 -7%
MWM
1782
Maltin Wealth Management
New Jersey
$241K +$1.6K +16 +0.7%
WA
1783
WealthTrust Axiom
Pennsylvania
$241K – – –
PWMA
1784
Pension & Wealth Management Advisors
Massachusetts
$240K +$11.7K +117 +5%
MHR
1785
Matthew Hamilton Rosenberg
$240K -$67.6K -676 -22%
KPP
1786
Kings Path Partners
Texas
$240K -$8.8K -88 -4%
RAM
1787
Reflection Asset Management
South Carolina
$240K – – –
AMIM
1788
Aull & Monroe Investment Management
Alabama
$239K +$241K +2,409 New
MFC
1789
Morris Financial Concepts
South Carolina
$239K -$300 -3 -0.1%
GWMR
1790
GC Wealth Management RIA
Massachusetts
$238K +$240K +2,402 New
ESB
1791
Essex Savings Bank
Connecticut
$238K +$7K +70 +3%
SWM
1792
SilverOak Wealth Management
Minnesota
$237K +$15.3K +153 +7%
FAN
1793
Financial Advisors Network
California
$237K +$6.1K +61 +3%
BMWS
1794
Brady Martz Wealth Solutions
North Dakota
$237K -$16.3K -163 -6%
CAMG
1795
CWA Asset Management Group
Florida
$237K -$31.1K -311 -12%
PWP
1796
Pursue Wealth Partners
California
$236K – – –
SOAG
1797
Silver Oak Advisory Group
Oregon
$236K – – –
AA
1798
Ascent Advisors
Minnesota
$236K +$4.4K +44 +2%
FTC
1799
Farmers Trust Company
Ohio
$236K +$238K +2,374 New
OPA
1800
Old Port Advisors
Maine
$236K -$12.6K -126 -5%
70 71
72
73 74