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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1801
Brown, Lisle/Cummings
Rhode Island
$72.7K -$4.92K -50 -6%
CWP
1802
Concord Wealth Partners
Virginia
$69K +$19.8K +201 +39%
CIA
1803
Cape Investment Advisory
Georgia
$68.3K +$40.3K +409 +138%
TAM
1804
Tucker Asset Management
Colorado
$68.2K -$21.9K -222 -24%
RAM
1805
Riggs Asset Management
Pennsylvania
$67.8K -$7.49K -76 -10%
CHC
1806
City Holding Co
West Virginia
$67.7K -$5.71K -58 -8%
KWAG
1807
Kiely Wealth Advisory Group
North Carolina
$64.6K – – –
PFBT
1808
Parkside Financial Bank & Trust
Missouri
$63.5K +$22.5K +228 +53%
CAM
1809
Chesapeake Asset Management
New York
$61K -$23.1K -235 -27%
HCA
1810
Heck Capital Advisors
Wisconsin
$61K -$1.87K -19 -3%
EBA
1811
Eagle Bay Advisors
New York
$61K – – –
PAG
1812
Paladin Advisory Group
Iowa
$60.8K -$5.61K -57 -8%
LOIP
1813
Live Oak Investment Partners
Texas
$59.6K – – –
PAIM
1814
Punch & Associates Investment Management
Minnesota
$58.6K – – –
FDW
1815
Fourth Dimension Wealth
Ohio
$57.6K +$58.5K +594 New
IWM
1816
IMG Wealth Management
Florida
$56.1K +$57K +579 New
CPG
1817
Cornerstone Planning Group
New Jersey
$55.8K -$11.8K -120 -17%
HIA
1818
Harbor Investment Advisory
Maryland
$54.9K -$3.74K -38 -6%
FFO
1819
Fortitude Family Office
Arizona
$54.8K +$52.8K +536 +1,787%
WWP
1820
WR Wealth Planners
Missouri
$54.4K – – –
FFA
1821
Frazier Financial Advisors
Ohio
$54.3K +$55.2K +560 New
VC
1822
Vestor Capital
Illinois
$54K -$1.58K -16 -3%
AIA
1823
Angeles Investment Advisors
California
$53.7K -$876K -8,891 -94%
CWM
1824
Copia Wealth Management
Oregon
$53.7K +$54.6K +554 New
T
1825
Transce3nd
Texas
$53.2K +$54.1K +549 New
71 72
73
74 75