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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Consultiva Wealth Management
Puerto Rico
$30.7K +$31.2K +317 New
VWM
1852
Venturi Wealth Management
Texas
$30.5K -$224K -2,275 -88%
JAM
1853
JCIC Asset Management
Ontario, Canada
$30.5K – – –
WTA
1854
Washington Trust Advisors
Massachusetts
$30.4K -$20K -203 -39%
EWA
1855
Elevate Wealth Advisory
Georgia
$30.1K – – –
WWMSC
1856
Wagner Wealth Management (South Carolina)
South Carolina
$29.6K -$98 -1 -0.3%
ACA
1857
Atlas Capital Advisors
Wyoming
$29.1K – – –
CNBTD
1858
Citizens National Bank Trust Department
Mississippi
$29.1K – – –
GWP
1859
Gen-Wealth Partners
Michigan
$28.5K +$295 +3 +1%
WAG
1860
Wiser Advisor Group
Arizona
$27.1K +$394 +4 +1%
C
1861
Covestor
United Kingdom
$26K -$788 -8 -3%
KA
1862
Kozak & Associates
Colorado
$25.9K +$26.4K +268 New
ADL
1863
Asset Dedication LLC
California
$25.1K – – –
BCPWM
1864
Bradley & Co Private Wealth Management
Florida
$24.6K +$25K +254 New
KWM
1865
Kiker Wealth Management
Georgia
$24.3K +$24.7K +251 New
SA
1866
SRH Advisors
Kansas
$24.2K -$5.71K -58 -19%
GFPC
1867
Global Financial Private Client
Florida
$23.9K – – –
AWM
1868
AllSquare Wealth Management
New York
$22.8K – – –
VWM
1869
Vermillion Wealth Management
Minnesota
$22.3K +$22.7K +230 New
HFS
1870
Hopwood Financial Services
Virginia
$21.9K +$22.3K +226 New
HNB
1871
Hilltop National Bank
Wyoming
$21.3K – – –
FGC
1872
Financial Gravity Companies
Texas
$21.2K +$1.28K +13 +6%
SIC
1873
SJS Investment Consulting
Ohio
$20.6K – – –
MMCM
1874
Murphy & Mullick Capital Management
New York
$19.8K +$20.1K +204 New
CAWM
1875
Capital A Wealth Management
Pennsylvania
$19.5K +$19.8K +201 New
73 74
75
76 77