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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1826
Copia Wealth Management
Oregon
$38.5K -$16.1K -165 -30%
C
1827
Covestor
United Kingdom
$38K +$11.2K +115 +43%
HBW
1828
Hazlett, Burt & Watson
West Virginia
$37K -$220K -2,252 -86%
MIM
1829
MTM Investment Management
South Carolina
$36.6K +$36.2K +370 New
LI
1830
LRI Investments
Florida
$34.2K – – –
CAM
1831
Chesapeake Asset Management
New York
$33K -$28.9K -296 -47%
RBC
1832
Roble Belko & Company
Pennsylvania
$33K – – –
GP
1833
Greenline Partners
New York
$31.5K +$1.88M +19,227 +6,046%
CWM
1834
Consultiva Wealth Management
Puerto Rico
$31.4K – – –
JAM
1835
JCIC Asset Management
Ontario, Canada
$31.2K – – –
BMC
1836
Bear Mountain Capital
Washington
$31K -$4.4K -45 -13%
EWA
1837
Elevate Wealth Advisory
Georgia
$30.8K – – –
BOJHT
1838
Bank of Jackson Hole Trust
Wyoming
$30.3K -$5.47K -56 -16%
WWMSC
1839
Wagner Wealth Management (South Carolina)
South Carolina
$30.2K – – –
PAIM
1840
Punch & Associates Investment Management
Minnesota
$29.7K -$29.8K -305 -50%
GWP
1841
Gen-Wealth Partners
Michigan
$29.3K +$196 +2 +0.7%
WAG
1842
Wiser Advisor Group
Arizona
$27.9K +$196 +2 +0.7%
WTA
1843
Washington Trust Advisors
Massachusetts
$26K -$4.99K -51 -16%
T
1844
Transce3nd
Texas
$25.9K -$28.1K -287 -52%
BCPWM
1845
Bradley & Co Private Wealth Management
Florida
$25.1K – – –
BFP
1846
Briaud Financial Planning
Texas
$25K +$24.8K +254 New
SA
1847
SRH Advisors
Kansas
$24.7K – – –
GFPC
1848
Global Financial Private Client
Florida
$24.4K – – –
AWM
1849
AllSquare Wealth Management
New York
$23.2K – – –
VWM
1850
Vermillion Wealth Management
Minnesota
$22.8K – – –
72 73
74
75 76