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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1851
Gradient Investments
Minnesota
$213K -$18.2K -184 -8%
AAS
1852
Annex Advisory Services
Wisconsin
$212K -$34.8K -352 -14%
I
1853
INVST
Indiana
$211K +$792 +8 +0.4%
KWS
1854
Keystone Wealth Services
California
$211K +$211K +2,131 New
DFA
1855
Delta Financial Advisors
Louisiana
$211K +$5.54K +56 +3%
SCP
1856
Stevens Capital Partners
Nebraska
$211K -$275K -2,782 -57%
HBW
1857
Hazlett, Burt & Watson
West Virginia
$210K +$113K +1,145 +117%
SFG
1858
Stonebridge Financial Group
California
$210K +$210K +2,126 New
NCM
1859
New Capital Management
Texas
$210K – – –
CI
1860
CPR Investments
Michigan
$209K -$541K -5,472 -72%
CICI
1861
Capital Investment Counsel Inc
North Carolina
$208K – – –
EL
1862
Essex LLC
Illinois
$208K -$7.92K -80 -4%
BA
1863
Ballew Advisors
Mississippi
$207K +$208K +2,103 New
DM
1864
Diversified Management
Wisconsin
$207K – – –
TCOT
1865
Trust Company of Toledo
Ohio
$206K +$5.74K +58 +3%
PPW
1866
Pasadena Private Wealth
California
$206K +$206K +2,083 New
MHR
1867
Matthew Hamilton Rosenberg
$206K -$33.2K -336 -14%
EWM
1868
Elevation Wealth Management
Minnesota
$205K -$227K -2,298 -53%
WA
1869
Wealth Architects
California
$205K +$1.19K +12 +0.6%
NW
1870
Naviter Wealth
Arkansas
$205K +$205K +2,070 New
KFI
1871
Key Financial Inc
Pennsylvania
$205K -$111K -1,119 -35%
TCM
1872
Towneley Capital Management
California
$204K – – –
LSIA
1873
LaSalle St. Investment Advisors
Illinois
$204K +$989 +10 +0.5%
BSTWA
1874
Blake Schutter Theil Wealth Advisors
Ohio
$204K +$204K +2,063 New
CCFCSB
1875
Cape Cod Five Cents Savings Bank
Massachusetts
$204K +$204K +2,061 New
73 74
75
76 77