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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1801
Wealth Architects
California
$245K +$41.1K +410 +20%
ACA
1802
Adirondack Capital Advisors
New York
$245K +$246K +2,449 New
CFA
1803
Cahill Financial Advisors
Minnesota
$244K +$31.7K +316 +15%
RMAM
1804
Raab & Moskowitz Asset Management
New Jersey
$244K – – –
RAM
1805
Reflection Asset Management
South Carolina
$243K +$244K +2,433 New
WBC
1806
West Branch Capital
Massachusetts
$243K -$95.1K -948 -28%
RWA
1807
Redhawk Wealth Advisors
Minnesota
$242K +$20.3K +202 +9%
WA
1808
WealthTrust Axiom
Pennsylvania
$242K – – –
IBOK
1809
Independence Bank of Kentucky
Kentucky
$242K -$45.2K -450 -16%
MWM
1810
Maltin Wealth Management
New Jersey
$241K +$3.11K +31 +1%
MFC
1811
Morris Financial Concepts
South Carolina
$240K -$401 -4 -0.2%
LTAS
1812
Linden Thomas Advisory Services
North Carolina
$238K -$13.2K -132 -5%
PWP
1813
Pursue Wealth Partners
California
$238K +$16.2K +161 +7%
TMWM
1814
Taylor & Morgan Wealth Management
Michigan
$238K +$239K +2,382 New
OHIS
1815
Oak Harvest Investment Services
Texas
$238K -$695K -6,925 -74%
SOAG
1816
Silver Oak Advisory Group
Oregon
$237K +$6.02K +60 +3%
FFA
1817
Fragasso Financial Advisors
Pennsylvania
$237K -$33.2K -331 -12%
AWAG
1818
ARS Wealth Advisors Group
Florida
$236K -$15K -149 -6%
DWM
1819
Daner Wealth Management
Georgia
$236K – – –
HBT
1820
Hills Bank & Trust
Iowa
$234K +$3.91K +39 +2%
SCM
1821
Spreng Capital Management
Ohio
$234K +$7.73K +77 +3%
PWM
1822
Palacios Wealth Management
Florida
$234K – – –
AA
1823
Ascent Advisors
Minnesota
$233K +$234K +2,333 New
ESB
1824
Essex Savings Bank
Connecticut
$233K +$3.01K +30 +1%
FAN
1825
Financial Advisors Network
California
$233K – – –
71 72
73
74 75