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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1801
Ballentine Partners
Massachusetts
$246K -$8.9K -90 -3%
WFS
1802
WealthGarden F.S.
California
$244K +$37K +374 +18%
AIA
1803
Allied Investment Advisors
Montana
$242K +$13.9K +140 +6%
RMAM
1804
Raab & Moskowitz Asset Management
New Jersey
$241K – – –
WBC
1805
West Branch Capital
Massachusetts
$241K – – –
WA
1806
WealthTrust Axiom
Pennsylvania
$240K – – –
BF
1807
Brooklyn FI
New York
$239K +$243K +2,451 New
CSPIA
1808
Cary Street Partners Investment Advisory
Virginia
$239K -$246K -2,483 -51%
TF
1809
Tenzing Financial
Virginia
$239K +$239K +2,418 New
AA
1810
Addison Advisors
Vermont
$238K -$697K -7,040 -75%
AMIM
1811
Aull & Monroe Investment Management
Alabama
$238K -$495 -5 -0.2%
SWM
1812
SilverOak Wealth Management
Minnesota
$237K – – –
ESB
1813
Essex Savings Bank
Connecticut
$236K -$1.39K -14 -0.6%
DJYG
1814
David J. Yvars Group
Florida
$236K +$236K +2,383 New
S
1815
SignatureFD
Georgia
$236K -$411K -4,156 -64%
MWA
1816
MN Wealth Advisors
Kansas
$236K +$9.1K +92 +4%
TMWM
1817
Taylor & Morgan Wealth Management
Michigan
$235K +$1.88K +19 +0.8%
MCCP
1818
Mission Creek Capital Partners
California
$235K +$235K +2,379 New
SOAG
1819
Silver Oak Advisory Group
Oregon
$235K – – –
KPP
1820
Kings Path Partners
Texas
$235K -$4.35K -44 -2%
ACM
1821
Aspen Capital Management
Idaho
$234K +$10.3K +104 +5%
MFC
1822
Morris Financial Concepts
South Carolina
$233K -$4.95K -50 -2%
CFA
1823
Cahill Financial Advisors
Minnesota
$233K +$594 +6 +0.3%
UF
1824
Univest Financial
Pennsylvania
$231K +$231K +2,331 New
OPA
1825
Old Port Advisors
Maine
$230K -$4.65K -47 -2%
71 72
73
74 75