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iShares Core US Aggregate Bond ETF
AGG

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
1876
Meridian Management
Arkansas
$209K +$210K +2,092 New
CA
1877
Cornerstone Advisory
Maryland
$208K -$9.23K -92 -4%
FWP
1878
Falcon Wealth Planning
California
$208K -$2.31K -23 -1%
DM
1879
Diversified Management
Wisconsin
$208K +$209K +2,080 New
CGA
1880
Crescent Grove Advisors
Illinois
$207K -$336K -3,348 -62%
AFG
1881
Allegheny Financial Group
Pennsylvania
$207K +$208K +2,072 New
KFP
1882
Keener Financial Planning
Texas
$207K +$208K +2,077 New
PWA
1883
Primoris Wealth Advisors
Florida
$207K – – –
OL
1884
Owen LaRue
Kentucky
$206K -$51.7K -515 -20%
TCM
1885
Towneley Capital Management
California
$206K – – –
RF
1886
RHS Financial
California
$206K -$170K -1,697 -45%
PHIC
1887
Pine Haven Investment Counsel
Massachusetts
$206K – – –
HCA
1888
Harbour Capital Advisors
Virginia
$206K +$207K +2,064 New
RMC
1889
Ring Mountain Capital
California
$206K +$207K +2,062 New
LTI
1890
Laffer Tengler Investments
Tennessee
$206K – – –
PWM
1891
Partners Wealth Management
California
$206K +$301 +3 +0.1%
ACA
1892
Affinity Capital Advisors
California
$205K -$76.3K -760 -27%
WCP
1893
Wick Capital Partners
Pennsylvania
$205K +$206K +2,055 New
NWA
1894
Northwest Wealth Advisors
Washington
$205K +$206K +2,048 New
LSIA
1895
LaSalle St. Investment Advisors
Illinois
$204K -$33.6K -335 -14%
RPC
1896
Rossmore Private Capital
Connecticut
$203K +$52.4K +522 +35%
FMTC
1897
Farmers & Merchants Trust Company
California
$203K – – –
TCOT
1898
Trust Company of Toledo
Ohio
$202K -$5.02K -50 -2%
WIC
1899
Woodmont Investment Counsel
Tennessee
$202K – – –
NIWA
1900
New Insight Wealth Advisors
California
$202K -$21.8K -217 -10%
74 75
76
77 78